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