Client Support Administrator (Bryanston, Johannesburg)

Introduction

About the Role

We are seeking an organised, detail-oriented Client Support Administrator to join our team in Alberton. This role is responsible for providing administrative support to financial advisors across Investments, Medical Aid, Employee Benefits, and Long-Term Insurance/Risk, ensuring exceptional client service while maintaining compliance with industry regulations.

If you have experience in the financial services industry, enjoy working in a fast-paced environment, and pride yourself on accuracy and excellent client service, we'd love to hear from you.

Duties & Responsibilities

Key Responsibilities

• Process and manage client instructions across various financial products.

• Capture, track and maintain cases using Dynamics365.

• Maintain accurate electronic client records and documentation.

• Liaise with clients, advisors and product providers to ensure the timely completion of client instructions.

• Follow up on outstanding requirements and keep clients informed throughout the process.

• Prepare and submit compliance documentation.

• Ensure all client records comply with FICA and POPIA requirements.

• Respond to client queries professionally and within agreed turnaround times.

• Assist with general advisor support and administrative functions.

Desired Experience & Qualification

Minimum Requirements

• Matric.

• A qualification in Administration, Finance or a related field will be advantageous.

• 2-3 years' experience in a financial administration or client support role.

• Experience working within the financial services industry.

• Experience with CRM systems (Dynamics365 experience will be advantageous).

• Proficient in Microsoft Office and electronic document management.

• Strong administrative, organisational and time management skills.

• Excellent verbal and written communication skills.

• High level of accuracy and attention to detail.

Knowledge & Experience

Experience with one or more of the following will be advantageous

• Investments

• Long-Term Insurance

• Medical Aid

• Employee Benefits

• FICA and POPIA compliance requirements

We're Looking For Someone Who Is

• Client-focused and service-driven.

• Highly organised with excellent attention to detail.

• Able to manage multiple priorities and meet deadlines.

• Proactive, reliable and self-motivated.

• A collaborative team player with a positive attitude.

Package & Remuneration

Market-related