Client Service Administrator

 

Recruiter:

The Recruitment Council

Job Ref:

Client Service Admin..

Date posted:

Thursday, March 10, 2022

Location:

Johannesburg, South Africa

Salary:

R96 000- R180 000


JOB SUMMARY:
Client Service Administrator

JOB DESCRIPTION:

Job Specifications

  • General running of the office;

  • maintenance of client database;

  • compilation of financial analysis and reports;
  • supervising staff;

  • website updates;

  • uploading of monthly newsletter

  • managing client liaison / correspondence;

  • ensuring client files are FAIS and FICA compliant;

  • managing queries;

  • screening calls;

  • managing stationary and office supplies;

  • presentation pack compilations for new client meetings;

  • research for queries and reports

  • submission of instructions

  • follow-up until completion of each query and instruction

Skill Requirements

  • Strong Administrative Skills

  • Attention to detail

  • Strong client service ethic

  • Ability to communicate with clients and suppliers to forge relationships

  • Experience in the Financial Planning Industry an advantage

Qualifications and Education Requirements

  • Grade 12

  • Office or Administration qualifications (Advantageous)

  • Administration and Client services in a Financial Services Provider (Advantageous)

  • Knowledge and experience of FIAS, FICA and AML (Advantageous)

  • Proficiency in English and Afrikaans

  • Computer literate

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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