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Client Officer
TMF GroupCape Town, ZA27 days ago
Job descriptionJoin our team as a Client Officer, where you'll play a crucial role in delivering high-quality administrative services for a diverse portfolio of Employee Incentive structures. Your responsibilities will include managing the day-to-day administration of pension clients, ensuring operations are conducted with timeliness and efficiency. You'll take ownership of your client portfolio, providing personalized and proactive support to meet and exceed client expectations. This position is perfect for someone who thrives in a dynamic environment and is committed to maintaining high standards of accuracy and client satisfaction. Administer a portfolio of structures in compliance with policies and procedures as set down in the company procedures manual and local legal and regulatory requirement, the diversity and complexity of which will be dependent on the experience and knowledge of the jobholder Identify and raise technical issues and potential problems with Line Manager Undertake a variety of banking, investment and financial transactions within the job holder’s authority Meet productivity target and input timesheet daily Control debtors to the level determined by Line Manager and minimize credit notes issued Be able to demonstrate and awareness of risk management Meet CPD target Understand TMF Code of Conduct and values Provides guidance on basic tasks to colleagues in immediate team Manages personal workload effectively Consistently strives to provide a quality service Implements the necessary steps of the service process Handles complaints and difficult customers in positive and effective manner, considering global and cultural differences Takes responsibility for obtaining and sharing required information with others Works with more junior members of the team with the view to assist with their ongoing development Understands clients, identifies their needs and creates positive first impressions Good understanding of how immediate team interact with other teams in function to deliver results Key Will take advantage of learning opportunities to meet needs of current job Category “C” employee Minimum of 36 months’ experience within the Trust / Corporate industry Studying towards a relevant “Table 5” professional qualification as defined by the JFSC. Good time management skills and inter-personal skills. Interprets instruction accurately Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook). Fluent in both written and spoken English 25.5 holidays - rising scale based on completed years’ service Private Medical insurance for self & family - which includes GP visits Defined contribution non-contributory pension with 10% employer contribution with the option of putting 5% into a savings plan Permanent Health Insurance Death in Service (Life Assurance) Critical Illness Discretionary performance related bonus (which is linked to Company and individual’s performance) Non - contributory social club Working from Home Scheme Contribution - All permanent staff can claim up to £400 over a 4 year cycle (contribution of £100 a year) towards an office desk, chair, etc. Fitness Club membership - £300 per year (receipts based) Access to the Global Business Academy suite of training Access to Go Fluent Language Learning The opportunity to participate and get involved in activities relating to Social / ESG / CSR / D&I / Wellbeing Administrative / Management jobs
Job title : Client Officer
Job Location : Western Cape, Cape Town
Deadline : October 02, 2025
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Closing 30-Sep-2025
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Client • Cape Town, ZA