client administrator

Requirements: Matric or equivalent.2 Years Administration experience.Must have attention to detail.Must have effective communication skills.The candidate must be deadline driven.Responsibilities but not limited to: Recon investment accounts between CRM and product providers.Creating new clients on CRM system.Allocating members, cases and tasks to Financial...

Client Services Administrator Reference: SW -AM-1 A rapidly growing and dynamic company in Bellville requires the services of a Client Services Administrator who will provide client support services in an accurate and timely fashion to their external and internal clients and to maintain a high level of professionalism and competence in every client...

Client Service Administrator Hire Resolve's client who is in the Metering Industry is seeking a motivated and detail-oriented Client Service Administrator to join their team in the Western Cape. The successful candidate will be responsible for providing excellent customer service, managing client accounts, and assisting with utility management services....

Client Services Administrator Reference: CPT -H-3 Our client in the Northern Suburbs is looking for a Client Services Administrator to join their team. Duties & Responsibilities Responsibilities: Resolving customer queries and requests from incoming calls and email correspondence. Email and fax the accounts to the clients. General ad-hoc tasks. ...

Client Services Administrator A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator. Duties & Responsibilities Client Services Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening....

Life Insurance Client Service AdministratorReference: RST001770-ab-1Life Insurance Client Service Administrator required in Rustenburg.Duties & ResponsibilitiesQualifications & experience:Matric & NQF Level 5 certification in Long term insuranceMS OfficeMinimum 5 years experience in long term insurance industry (Preferably experience in Xplan)Experience in...

Client Service AdministratorAn established and professional utilities management group is looking for a Client Service Administrator to join their team based in Bellville North, Cape Town.Duties & ResponsibilitiesProviding a high standard of client service.Resolving customer queries and requests from incoming calls and email correspondence.Fax and email...

About the RoleOur client is seeking a detail-oriented and proactive Client Support Administrator to join their team, supporting clients in Port Elizabeth . This role is pivotal in ensuring smooth client operations, managing administrative tasks, and providing responsive support to address client needs and inquiries. You will play a key role in maintaining...

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range...

Deposita South Africa a leading cash & payment solutions company, has a vacancy for a Client Retention Administrator to join our team at our Office in Midrand, Gauteng. Our globally-implemented cash management, payment, e-payment, and self-service technologies reduce the risks associated with handling money business. At Deposita, we pride ourselves on being...

Client Services AdministratorCompany: Independent Wealth Management PracticeLocation: Woodmead, Johannesburg, GautengRegion: GautengEmployment type: PermanentPosition level: IntermediateWork model: Office-based, unless otherwise agreedReporting line: Financial Advisers / Practice ManagementRemuneration: R25,000 – R30,000 per month, dependent on...

Client Service Administrator An established and professional utilities management group is looking for a Client Service Administrator to join their team based in Bellville North, Cape Town. Duties & Responsibilities Providing a high standard of client service. Resolving customer queries and requests from incoming calls and email correspondence. Fax and...

IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect...

Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

About the RoleOur client is looking for a highly organized and dedicated Client Support Administrator to join their operations in Mahikeng . In this role, you will be responsible for managing client inquiries, providing administrative support, and ensuring the smooth flow of information between clients and internal departments. Your attention to detail and...

About the roleThe successful candidate will assist with onboarding new clients, managing administrative tasks, contacting clients by phone and email, providing updates, and supporting the team with day-to-day client service and office administration. Bookkeeping or finance knowledge will be considered a bonus, as our clients are primarily based in...

Client Services Administrator – Long Term Insurance Location: East London Salary: R16 000 p.m Our client in the long term insurance industry is looking for a competent Client Services Administrator to provide professional first line support to clients and sales support. Specifications: Render client services Adhere to client service procedures:...

People Dimension, located in Pretoria East, is seeking an Executive Client Portfolio Administrator to assist financial planners through comprehensive client portfolio administration. The ideal candidate will be skilled in communication and adept in handling various administrative tasks related to financial services.This position requires strong computer...

Our client is seeking a CLIENT SERVICES ADMINISTRATOR to join their team in Mthatha / Umtata, Eastern Cape. Should you meet the above requirements, please email your CV to hilda@aaaa.co.za with copy of ID, qualifications and latest payslip. Responsibilities Render client services Adhere to client service procedures: maturities, policy contracts, loan...

Client Services Administrator – Long Term Insurance Location: East London Salary: R16 000 p.m Our client in the long term insurance industry is looking for a competent Client Services Administrator to provide professional first line support to clients and sales support. Specifications: Render client services Adhere to client service procedures:...