Client Service Administrator

SUMMARY:
Client Service Administrator with first-rate management and administration skills looking to make their next career move wanted. Don’t miss out and apply today.

POSITION INFO:

Implementation of all new business, investment and risk business

Follow up fund manager, life office and any outstanding documentation from the client

Input of all relevant client details and documentation on the Client management system

Keeping clients informed as to the progress of their matters per company policy

Implementation of all switches and redemptions

Implementation of all changes to insurance benefits

Co – ordination of all claim’s correspondence

Ensure all changes to client details are communicated to and implemented

Ensure all client queries are solved

Maintain all client records in line with company policy

Prepare new client files

Produce any documentation or correspondence as required by the adviser

Attend or contribute towards client meetings

Contribute towards the management of the ongoing client relationships

Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation

Skills & Experience:

Minimum 5 + years of experience working as an administrator in a Financial Planning company

Industry experience – Investment and insurance products

Qualification:

Matric with business related diploma or degree

Contact ANNELINE HATTINGH on 021 -----, quoting the Ref: CTF013143.

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