Communicate Recruitment: Finance Senior Client Service Administrator
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
Qualification:
Matric with business related diploma or degre
Contact ANNELINE HATTINGH on 021 418 1750 , quoting the Ref: CTF013146.
Connect with us on www.communicate.co.za and Register your CV to create a profile and to view all our Financial recruitment vacancies.
Let us assist you with your career. For further Finance jobs, Accountant jobs, Financial Manager vacancies and Management Accountant vacancies.
If you have not had any response in two weeks, please consider your application unsuccessful. Your profile will be kept on our database and we will connect with you with any other suitable roles or positions.