Client Services Administrator

SUMMARY:
Our client in the Northern Suburbs of Cape Town is seeking a Client Services Administrator to join their team. This position plays an integral part in ensuring client services and administrative support.

POSITION INFO:
Requirements and Skills:

• 5 years’ experience in a similar role.
• Computer literate.
• Bilingual in Afrikaans and English.
• Matric certificate.
• Knowledge of FAIS and FICA requirements and procedures.
• Ability to take initiative.
• Excellent communication and interpersonal skills.
• An understanding of administrative functions across financial planning spectrum.
• RE5 qualification beneficial.
• Detail orientated and time management skills.
• Drivers licence with own transportation.

• Manage and resolve all client queries promptly and professionally.
• Process client-related deliverables through to completion.
• Verify the accuracy of all information and documents sent to clients and service providers.
• Follow up on all client transactions, including implementation of new business, until completion.
• Capture and confirm amendments to investments, insurance policies, and other financial products.
• Assist clients with Medical Aid claims, Gap Cover claims, and Life Cover claims.
• Manage tasks and deadlines effectively.
• Record all workflows, tasks, and client interactions on the CRM system.
• Prepare documentation for investment review appointments.
• Provide comprehensive administrative support to the Financial Planners.