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Client Services Administrator

Client Services Administrator

Persona StaffCape Town, Western Cape, South Africa
7 days ago
Job description

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

  • Manage 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.

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    Administrator • Cape Town, Western Cape, South Africa