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Cape Town City Centre: Client Services Administrator

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Job Description

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. Responsibilities: 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.



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Cape Town City Centre: Client Services Administrator

Advertisement



Job Description

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. Responsibilities: 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.



GO APPLY NOW

Safe & secure application process

Advertisement



Advertisement



View Job  Bellville: General Manager


Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Cape Town City Centre, Cape Town Region


Job Seeker Tip

Consider temporary or contract work to gain experience and potentially convert to permanent roles.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

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Share this to someone who needs a job:
Posted in Jobs in Cape Peninsula, Jobs in Cape Town City Centre, Jobs in Cape Town Region

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