Menu Close

Cape Town: Client Services Administrator 6 Months Contract posted by Isilumko Staffing

Date 2024-11-24
Job Title Client Services Administrator 6 Months Contract
Employer Isilumko Staffing
More Information
Salary 15000
Category Finance Accounting
Location Western Cape
/ Cape Town

Job Summary

We are seeking a dynamic and well-spoken Client Services Consultant to join our team in Cape Town. The core purpose of this role is to build engagement, trust, and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences.

Job

Responsibilities:

– Respond to client needs by offering the right service and solution.
– Build client trust by applying your expertise and experience to do good for your client.
– Educate clients and potential clients on how to subscribe and service their accounts.
– Treat clients with respect, build trust, and show care and humility in all interactions.
– Help clients achieve their goals and grow financially.
– Own client requests end-to-end and route for alternative intervention if not equipped to service the client.
– Entrench clients and deliver value through cross-selling.
– Facilitate the sales process by informing clients of product features and benefits.
– Document client needs analysis and provide corresponding product solutions.
– Obtain referrals from existing clients and leads from other business units.
– Build, maintain, and retain client relationships by keeping clients informed of progress regarding their applications, queries, and requests.
– Educate clients on secure, alternative, cost-effective, time-saving, and convenient self-service channels.
– Collaborate with internal stakeholders to provide complete financial solutions for clients.
– Ensure great client experiences by making clients feel welcome, listened to, and solving their financial problems.
– Ensure clients are onboarded in line with company`s product strategy, policy, and procedure.
– Act with a client-first mindset in all engagements.

Essential Qualifications – NQF Level:
– Matric / Grade 12 / National Senior Certificate
– Advanced Diplomas/National 1st Degrees

– Banking Services (e.g., Higher Certificate in Banking Services – NQF5) (Preferred)

Minimum Experience Level:
– 2-3 years of working experience as a Client Services Consultant within the Asset Management industry.
– Experience with Investments/Pension Funds/Retirement Funds in an Asset Management Business.
– A sound technical understanding of Collective Investment Schemes and Retirement products.

Technical / Professional Knowledge:
– Product Knowledge
– Customer service principles
– Customer relationship management

– Building Customer Loyalty
– Planning and Organizing
– Adaptability
– Applied Learning

Client Services Administrator 6 Months Contract position available in Western Cape, Cape Town. This job position was posted by Isilumko Staffing. The job has been posted as a premium ad on 2024-11-24 at 13:12:50 in the Finance Accounting category

Click Go Apply to apply online!


You might also like to look at the available jobs in the same area.

Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.

View Job  Western Cape: Ammonia Refrigeration Technician

We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.


Here are some more related positions


Johannesburg: Client Services Administrator (Onboarding) – Aml/Due Diligence

HIRING: Client services administrator (ACCOUNT OPENING - AML/DUE DILIGENCE) - ROSEBANK Job 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


View Job
Client Services Administrator (Onboarding) – Aml/Due Diligence

Johannesburg: Client Services Director – Comm Property

Client Service Director - Commercial Property Boutique Mgt Cons firm focused on the Real Estate sector seeks a driven and inspirational leader. Pivotal role to run all Property projects for major clients. The firm enhances real estate assets for companies.


View Job
Client Services Director – Comm Property

Cape Town City Centre: Client Services Coordinator

Who we are: We are a holistic branding and communication agency. What we do: We work with clients to define, create and market meaningful brands. What we are looking for: We are looking for a Client Services Coordinator to support the Account Manager in th


View Job
Client Services Coordinator

Johannesburg: Client Services Administrator (Onboarding) – Aml/Due Diligence posted by Curiska

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


View Job
Client Services Administrator (Onboarding) – Aml/Due Diligence

Johannesburg: Account Manager – Client Services posted by Liham Consulting Pty (Ltd)

Job Description:Extensive IT sales experience with emphasis on client service operations, including end-user devices (printing, laptops, desktops)Must have experience with ensuing that sales targets are met Serve as a liaison between the company and their


View Job
Account Manager – Client Services

Johannesburg: Client Services (Fais / Brokerage – Commodities / Otc / Jse) – 7 Month Contract posted by Isilumko Staffing

One of the TOP banks in S.A. is looking for an experienced Client Service Consultant to join their JHB team on a 6-month contract. Qualifications and experience:3 years` client service experience in a Broker environmentMust have product knowledge: JSE Equi


View Job
Client Services (Fais / Brokerage – Commodities / Otc / Jse) – 7 Month Contract

South Africa: Head Of Client Services (Financial Services) posted by Sagen Advisory

A London (UK) based venture-backed fintech business is looking to appoint a Head of Client Services. This will be a remote work opportunity. The business with global banks and money services businesses, providing market data and analytics and an FX trading


View Job
Head Of Client Services (Financial Services)

Cape Town: Client Services Administrator 6 Months Contract posted by Isilumko Staffing

We are seeking a dynamic and well-spoken Client Services Consultant to join our team in Cape Town. The core purpose of this role is to build engagement, trust, and long-lasting relationships with investors and financial planners through the delivery of exc

View Job  Cape Town: Millwright posted by Hire Resolve

View Job
Client Services Administrator 6 Months Contract

Cape Town: Client Services Consultant – 12 Month Contract posted by Isilumko Staffing

Job ResponsibilitiesClient Engagement:Respond to client needs by offering the right service and solution.Build client trust by applying your expertise and experience to do good for your client.Educate clients and potential clients on how to subscribe and s


View Job
Client Services Consultant – 12 Month Contract

Johannesburg: Client Services Administrator posted by Isilumko Staffing

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


View Job
Client Services Administrator

Rustenburg: Client Services Administrator posted by Isilumko Staffing

Providing first-line support to clients and sales support such as:1. Rendering client services.2. Administrating claims.3. Advising clients.4. Office administration.5. Documentation and filing. Educational requirements:Matric (Grade 12) Technical requireme


View Job
Client Services Administrator

Johannesburg: Client Services Executive posted by AtripleA recruitment & temps

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 •


View Job
Client Services Executive

Free State: Temp Client Services Administrator posted by AtripleA recruitment & temps

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,


View Job
Temp Client Services Administrator

South Africa: Senior Clerk: Il Client Services Liaison – Insurance posted by AtripleA recruitment & temps

Our client is seeking a Senior Clerk: IL Client Services Liaison to join their team in Pretoria EastShould you meet the above requirements, please email your CV to AtripleA recruitment & temps Senior Clerk: Il Client Services Liaison - Insurance position


View Job
Senior Clerk

Gauteng: Senior Clerk: Il Client Services Liaison posted by The Hiring House

Responsibilities- Provide advice to clients- Advise clients on cancelations- Advise clients on changes to policy- Fit and Proper Requirements Formal Education- MatricTechnical/Legal Certification- Registration as an Employee Representative (FSB)- Relevant


View Job
Senior Clerk

Roodepoort: Client Services Executive (Insurance) posted by AtripleA recruitment & temps

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


View Job
Client Services Executive (Insurance)

Johannesburg: Client Services Executive (Insurance) posted by AtripleA recruitment & temps

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


View Job
Client Services Executive (Insurance)

Pretoria: Senior Clerk: Il Client Services Liaison (Insurance) posted by AtripleA recruitment & temps

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

View Job  Cape Town: German Support Consultant ( Team Leader) posted by Ditto Hire

View Job
Senior Clerk

Pretoria: Client Services Administrator (Insurance) – Upington posted by AtripleA recruitment & temps

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


View Job
Client Services Administrator (Insurance) – Upington

Sasolburg: Client Services Administrator (Insurance) – Sasolburg posted by AtripleA recruitment & temps

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


View Job
Client Services Administrator (Insurance) – Sasolburg

Jane Furse: Client Services Administrator (Insurance) – Limpopo posted by AtripleA recruitment & temps

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


View Job
Client Services Administrator (Insurance) – Limpopo

Mtubatuba: Client Services Administrator (Insurance) – Kzn posted by AtripleA recruitment & temps

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


View Job
Client Services Administrator (Insurance) – Kzn

Bloemfontein: Temp Client Services Administrator (Insurance) posted by AtripleA recruitment & temps

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


View Job
Temp Client Services Administrator (Insurance)

South Africa: Senior Clerk: Il Client Services Liaison (Insurance) posted by AtripleA recruitment & temps

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


View Job
Senior Clerk

South Africa: Client Services Executive (Insurance) posted by AtripleA recruitment & temps

Client Services ExecutiveLocation: Constantia Kloof, JohannesburgSalary: R144 000.00 p.a. - R180 000.00 p.a. plus performance based bonusDescription:A JSE listed Short Term Insurance company has a vacancy for a Client Services Executive to join their team.


View Job
Client Services Executive (Insurance)

Error making API request.

Share this to someone who needs a job:
Posted in Jobs in Cape Town, Jobs in Western Cape

More Jobs in Your Area