Client Experience Coordinator

4 days ago


Cape Town, Western Cape, South Africa Atomos Full time

About the Opportunity

We are seeking a highly skilled and experienced Administrative Support Associate to join our Client and Adviser Support team in South Africa. This role offers a unique opportunity to learn and grow professionally while working in a dynamic and agile environment.

About the Role

You will play a critical role in supporting our clients and Financial Planners, providing administrative support, and building relationships with clients. You will become an expert on our products and providers, learning our systems through one-on-one contact with Financial Planners and their clients.

Key Responsibilities

  • Support projects to improve data consistency in our systems.
  • Liaise with 3rd party providers and navigate provider platforms.
  • Process new business applications.
  • Coordinate Financial Planner's diaries and arrange client meetings.
  • Prepare documentation for client appointments and meetings.
  • Respond to client inquiries and liaise directly with them.
  • Ensure accurate data entry within specified timelines.

Skills and Qualifications

  1. Tech-savvy with intermediate Excel skills, including v:lookups and pivot tables.
  2. Experience in a similar administrative role, ideally within Financial Services.
  3. Familiarity with Atomos products, including pensions, investments, and protection.
  4. Good communication skills and comfort with numbers.
  5. Highly organized and able to work effectively in a team environment.
  6. Prior experience supporting overseas firms, particularly those based in the UK, is preferred.

Working Environment

We operate in an agile working environment, offering a range of benefits and opportunities for professional development.



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