Senior Client Service Administrator

Job Description

Brief Description: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. Job Description:Implementation of all new business, investment and risk businessFollow up fund manager, life office and any outstanding documentation from the clientInput of all relevant client details and documentation on the Client management systemKeeping clients informed as to the progress of their matters per company policyImplementation of all switches and redemptionsImplementation of all changes to insurance benefitsCo-ordination of all claim’s correspondenceEnsure all changes to client details are communicated to and implementedEnsure all client queries are solved

Responsibilities + Skills

Education

Matric with business related diploma or degree

Experience

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

Job Summary

  • Published on: Wednesday, 17th February 2021
  • Designation: Senior Client Service Administrator
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: 0
  • Gender:
  • Application Deadline: Wednesday, 17th February 2021

About the Company

  • Company Name: Communicate Recruitment.
  • Address:
  • Website: Communicate Recruitment
  • Company Profile:
  • Reviewing legal agreementsDrafting minutes and agendas for project calls (also setting up these meetings)Contributing to problem solving and idea generation on transactionsAssisting with client management (answering emails, following up on outstanding items, etc.)Various other ad hoc matters that may arise on any transactionCorporate finance analyst should, when required, assist with writing articles for marketing purposes (the "assist" relates to research and other specific contributions to articles where technical information is required from a Corporate Finance perspective)

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