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

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

Skills Requirement

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

Qualification and Education requirments

Grade 12
Office or administrative qualification (advantage)
Knowledge and experience of FIAS, FICA and ACM
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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