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Client Services Administrator - Cape Town

Salary: R18,000 pm


A specialist Wealth Management company in Claremont is looking for a Client Services Administrator.

The successful candidate will need to:

► Verify and capture investment instructions
► Handle all instructions on existing business including switches, withdrawals, changes to client details, annuity revaluations
► Liaise with internal and external clients regarding outstanding requirements on instructions
► Service brokers, financial advisors and clients
► Assist clients with inbound calls by answering queries regarding CAS products and funds
► Handle maturity of retirement investments / contractual products
► Handle data integrity corrections Monthly salary to be negotiated based on skills and experience.

General Requirements:

Required Qualifications include:

► Grade 12 (Good Mathematics or Accounting marks are preferred. At least Standard Grade B)
► Tertiary education is not required but will be an advantage. (At least 60% -70% for first year) Required Experience includes
► 2 to 4 years linked product, financial industry experience
► Experience servicing PFA, brokers and financial advisors
► MS Office experience, Limon - LISP system
► Call Centre experience an advantage Applicants must
► have attention to detail
► be accurate
► be disciplined
► be organized and methodical
► be hard-working and willing to learn and grow
► be bilingual
► be a team player
► have strong computer literacy

Location: Cape Town
Consultant: Cindy Downing

If you are interested please send your CV in MS Word format and advise current salary and notice period by using the APPLY BUTTON BELOW.

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Claremont, Cape Town
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18.07.2015 (1007 days ago)

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Client Services Administrator CPT