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

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