Client Services Administrator
- Western Cape
- Permanent
- Full-time
- 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.