Financial Services Professional
1 month ago
We are seeking a highly skilled Financial Services Professional to join our team in Centurion, Gauteng.
Key Responsibilities:- Generate and manage client investment statements with precision.
- Provide prompt and professional after-sales service, addressing inquiries effectively.
- Process withdrawals, death claims, and maturities with attention to detail, compassion, and regulatory compliance.
- Handle servicing forms accurately and liaise with Financial Advisors and clients for any clarifications.
- Relevant experience in processing investment-related forms.
- Minimum 2 years of administration or client servicing experience in the financial insurance industry.
- Familiarity with investment-related processes and forms will be beneficial.
- Strong communication and organizational skills.
- Attention to detail and data protection awareness.
- Empathy for handling sensitive client matters.
- Problem-solving and adaptability in dynamic situations.
We offer a competitive salary of R25,000 per month plus possible incentives. Our benefits include a company laptop, employee benefits based on eligibility, and a working environment that prioritizes work-life balance.
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