Client Service Administrator

SUMMARY:
Looking for a Client Portfolio Administrator to join a diverse and exciting team. Don’t miss this opportunity and apply today.

POSITION INFO:

Implementation of all new business, including all fund manager and life office follow-ups. This includes completing and submitting application / prospectus forms where necessary, contacting suppliers and ensuring business completes in a timely fashion

Ensure the accurate production of all Client portfolio review documentation and reports

Ensure all prospect and prospect details are input on the Client management system and that these details are maintained as per the sales process

Ensure all Client files and electronic records are maintained in-line with procedures outlined in the policies and procedures manual

Prepare new Client files as needed

Develop and maintain relationships with key personnel within strategic alliance partners (service providers)

Attend or contribute towards client meetings as requested by the adviser

Answer incoming calls as required. Handle queries to limits of role or delegate to the appropriate staff member

Develop a moderate level of technical knowledge and ensure it is maintained or expanded

Handle initial Prospect enquiries to limit of authority and book appointments in Adviser’s diary as appropriate

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

Skills & Experience:

Moderate experience in a professional environment.

Qualification:

Matric with business related diploma or degree

Contact ANNELINE HATTINGH on 021 -----, quoting the Ref: CTF013505.

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