Client Services Administrator

Introduction

Our client in Financial Services Industry, requires the services of an experienced Client Services Administrator to join their team.

Duties & Responsibilities

Key performance areas

• Delivering a high standard of client service

• Managing complex client cases

• Overseeing day-to-day client servicing activities

• Ensuring accuracy and efficiency in client service

• Providing an excellent client experience

• Handling escalated queries from Financial Advisers

• Handling escalated queries from members

• Handling escalated queries from third parties

• Applying strong technical knowledge to resolve queries

• Ensuring compliance with policies, procedures, and regulatory requirements

Desired Experience & Qualification

The successful candidate must have

• Matric with a Business Administration, Finance, Economics or related tertiary qualification

• Diploma or certification in Financial Services, Compliance, or Client Services (advantageous)

• Must have at least 3-5 years’ experience in a client services role, preferably within the financial services industry

• Understanding of pensions and investment products and experience working in a regulated environment with knowledge of compliance and risk requirements

• Proven experience in  handling client queries and maintaining high service standards role

• Excellent computer literacy (MS Office – Outlook, Word & Excel)

• Excellent attention to detail and ability to meet deadlines

• Excellent written & verbal communication skills

• Must have a driver’s licence and own reliable transport

Please note that only short listed candidates will be contacted.

If you do send an email to the recruiter directly: please state the position you are applying for

Package & Remuneration

To be discussed during the interview process.

Interested?

PeopleFinder Career Placements

Recruiter:  Wallindi Schirnig

Email:  wallindi@peoplefinder.org.za