Client Service Administrator, Upmarket Financial advisory company situated in Bedfordview is looking for a passionate and dedicated Client Service Administrator to join our team. This role offers an exciting opportunity to develop your career in the finan

Key Responsibilities: Manage the opening and onboarding of new client investment accounts in South Africa and offshore. Knowledge of FICA requirements for South African accounts Knowledge of Know Your Client (KYC) process for offshore accounts advantageous

An amazing team is looking for a Client Service Administrator to join their team based in Northern suburbs, Cape Town. Requirements & Competencies : Grade 12 Fully Bilingual (Afrikaans and English) - 3rd language an advantage MS Office skills Excellent kno

Responsibilities: Resolving customer queries and requests from incoming calls and email correspondence Email and fax the accounts to the clients. General ad-hoc tasks Assist in creating and implementing client-focused strategies to improve service delivery

Key Responsibilities: Ensure the correct capturing all regulatory classifications (FATCA, OECD, ASISA, SARB) Ensure the correct capturing all tax classifications (DWT, IWT) and ensuring the clients tax details have been recorded appropriately Review all st

You will assist clients with medical scheme-related queries, liaise with medical aid providers, and ensure exceptional service delivery. REQUIREMENTS NQF5 Qualification (essential for providing client advice) Registered with the CFMS (Council for Medical S

"Client Services Manager (JB5146)Pretoria, South AfricaSalary: R30 - 40 000 per monthEmployment Type: Permanent Workplace: In-Office Are you a natural leader with a passion for customer experience? Do you thrive in fast-paced financial environments? This i

Purpose of the Role This role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the company’s high service standards by fost

Responsibilities - Render client services - Administrate Claims - Advise clients on cancelations - Administrate demutualization process - Office Administration - Fit and Proper Requirements - Documentation and filing procedures Formal Education - Matric Te

Purpose of the RoleThis role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the companys high service standards by foster

Job Description:An excellent opportunity for a client services administrator to join a rapidly growing financial services firm. You will work as part of a highly professional support team that enables portfolio managers to maintain excellent relationship w

HIRING: Client services administrator (ACCOUNT OPENING - AML/DUE DILIGENCE) - ROSEBANKJob Description:An excellent opportunity for a client services administrator to join a rapidly growing financial services firm based in Rosebank. You will work as part of

The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication. The team are always striving to create a positive client experience with an emphasis on delivering superior service. The te

A top company in the insurance industry is seeking a Client Services Administrator to start in their Branch administration department in Rustenburg.PurposeTo provide professional first line support to clients and sales supportResponsibilitiesRender client

Join the Revolution! Position: Manager: Client ServicesIndustry: Insurance Do you thrive in the fast-paced world of customer service? Are you ready to take the wheel and steer a team towards excellence?We are calling all visionary leaders to join our

A JSE listed Short Term Insurance company has a vacancy for a Client Services Executive to join their team. The ideal candidate has great communication skills and is computer literate. The main duty of the role is to service policies and to liaise with Hig

Our client in the Insurance industry is looking for a Client Services Executive. The candidate will be working in the underwriting department, with tasks that includes client services, general administration on current policies. Key responsibilities •

Our client in the Insurance industry is looking for a Temp Client Services Administrator.Key responsibilities 1. Render client services • Adhere to client service procedures: maturities, policy contracts, loan applications, cancellations, amendments,

Client Services Executive (Insurance)Location: JohannesburgOur client in the Insurance industry is looking for a Client Services Executive. The candidate will be working in the underwriting department, with tasks that includes client services, general admi

Senior Clerk: IL Client Services Liaison (Insurance)Location: Menlo Park, Gauteng South AfricaSalary: R15 600 - R18 000 p.m.Our client in the Insurance industry is looking for a Senior Clerk: IL Client Services Liaison to provide professional first line su

Location: Upington, Northern CapeSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key responsibilities Render client services Adh

Location: Sasolburg, Free StateSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key responsibilities Render client services Adher

Location: Jane Furse, LimpopoSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key responsibilities Render client services Adhere

Location: Mtubatuba, KZNSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key responsibilities Render client services Adhere to cl

Temp Client Services Administrator (Insurance)Location: Bloemfontein, Free StateSalary: R54 per hourOur client in the Insurance industry is looking for a Temp Client Services Administrator.Key responsibilities Render client services Adhere to client servi