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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