Client Services Administrator | Waterfall

Description:

• To ensure the quality and authorise and confirm all processed client instructions to clients and financial advisers. This position reports to a Team Leader.

Responsibilities:

• Validate all types of instructions processed in the platform administration systems for quality, data integrity, accuracy, completeness and process and legislative conformance, within the service level goals
• Ensure that incorrect, incomplete or non-compliant instructions are escalated back to the relevant junior administrator and/or client service consultant
• Confirm all processed instructions to clients and financial advisers
• Adhere to all operational processes and minimise operational errors
• To actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service related failures
• Deal with queries from junior administrators, client service consultants and other internal stakeholders
• Assist with special projects and assignments as agreed on an ad hoc basis
• Apply TCF principles in daily tasks

Minimum Requirements:

• A relevant financial or business degree (NQF Level 7)
• Strong technical and business experience in the administration of a LISP platform
• 1-2 years in the financial services industry
• Excellent verbal and communication skills

Competencies:

• Numeric ability
• Client focussed
• Accuracy skills essential
• Strong verbal and written communication skills
• Ability to work under pressure
• Ability to deal with complexity
• Systematic and organised
• Attention to detail
• Ability to recognise, communicate and assist in solving problems
• Ability to prioritise and function positively under pressure
• Ability to function as part of a team
• Computer literacy, especially Excel

Closing date: 21-Aug-2026