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Client Services Administrator
Persona StaffCape Town, South Africa27 days ago
Job descriptionManage and resolve all client queries promptly and professionally. Process client-related deliverables through to completion. Verify the accuracy of all information and documents sent to clients and service providers. Follow up on all client transactions, including implementation of new business, until completion. Capture and confirm amendments to investments, insurance policies, and other financial products. Assist clients with Medical Aid claims, Gap Cover claims, and Life Cover claims. Manage tasks and deadlines effectively. Record all workflows, tasks, and client interactions on the CRM system. Prepare documentation for investment review appointments. Provide comprehensive administrative support to the Financial Planners.
Requirements and Skills :
- 5 years experience in a similar role.
- Computer literate.
- Bilingual in Afrikaans and English.
- Matric certificate.
- Knowledge of FAIS and FICA requirements and procedures.
- Ability to take initiative.
- Excellent communication and interpersonal skills.
- An understanding of administrative functions across financial planning spectrum.
- RE5 qualification beneficial.
- Detail orientated and time management skills.
- Drivers licence with own transportation.
Responsibilities :
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Administrator • Cape Town, South Africa
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