Our client a leading independent financial services group based Bryanston, with an extensive national footprint is urgently looking for a Client Services Administrator to ensure the quality and authorise and confirm all processed client instructions to clients and financial advisers.
In order to be considered the following is required :
A relevant financial or business degree
Strong technical and business experience in the administration of a LISP platform
3 years in the financial services industry
Excellent verbal and communication skills
Bilingual (Afrikaans and English)
Validate all types of instructions processed in the platform administration systems for quality, data integrity, accuracy, completeness and process and legislative conformance, within the service level goals
Ensure that incorrect, incomplete or non-compliant instructions are escalated back to the relevant junior administrator and / or client service consultant
Confirm all processed instructions to clients and financial advisers
Adhere to all operational processes and minimise operational errors
Actively participate in the organisation s continuous improvement by identifying and proposing solutions to system, process and service related failures
Deal with queries from junior administrators, client service consultants and other internal stakeholders
Assist with special projects and assignments as agreed on an ad hoc basis
Apply TCF principles in daily tasks
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