Communicate Recruitment: Finance Senior Client Service Administrator

By | March 19, 2021

Communicate Recruitment: Finance Senior Client Service Administrator

Senior Client Service Administrator

  • Permanent
  • Full Time
  • Published: 
  • Non EE/AA

Reference: CTF013146-AH-1

Are you a Client Service Administrator with excellent client management and administration skills looking to take their career to the next level? Invest in your future today and apply now.

Duties & Responsibilities

Implementation of all new business, investment and risk business

Follow up fund manager, life office and any outstanding documentation from the client

Input of all relevant client details and documentation on the Client management system

Keeping clients informed as to the progress of their matters per company policy

Implementation of all switches and redemptions

Implementation of all changes to insurance benefits

Co-ordination of all claim’s correspondence

Ensure all changes to client details are communicated to and implemented

Ensure all client queries are solved

Maintain all client records in line with company policy

Prepare new client files

Produce any documentation or correspondence as required by the adviser

Attend or contribute towards client meetings

Contribute towards the management of the ongoing client relationships

Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation

Skills & Experience:

Minimum 5 + years of experience working as an administrator in a Financial Planning company

Industry experience – Investment and insurance products


Matric with business related diploma or degre

Contact ANNELINE HATTINGH on 021 418 1750 , quoting the Ref: CTF013146.


See also  GEOTECH Senior Pharmaceutical Account Manager

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Package & Remuneration

R 240000 – 360000 Annually