Client Service Administrator
Communicate Recruitment: Finance 1
Capetown
3d ago
source : Job Placements

Job Description

Implementation of all new business, including all fund manager and life office follow-ups. This includes completing and submitting application / prospectus forms where necessary, contacting suppliers and ensuring business completes in a timely fashion

Ensure the accurate production of all Client portfolio review documentation and reports

Ensure all prospect and prospect details are input on the Client management system and that these details are maintained as per the sales process

Ensure all Client files and electronic records are maintained in-line with procedures outlined in the policies and procedures manual.

Prepare new Client files as needed

Develop and maintain relationships with key personnel within strategic alliance partners (service providers)

Attend or contribute towards client meetings as requested by the adviser

Answer incoming calls as required. Handle queries to limits of role or delegate to the appropriate staff member

Develop a moderate level of technical knowledge and ensure it is maintained or expanded

Handle initial Prospect enquiries to limit of authority and book appointments in Adviser’s diary as appropriate

Comply with company procedures to support compliance with the FAIS and FICA acts and other relevant legislation

Skills & Experience :

Moderate experience in a professional environment

Qualification :

Matric with business related diploma or degree

Contact ANNELINE HATTINGH on 021 , quoting the Ref : CTF013491.

Connect with us on www. 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.

Report this job
checkmark

Thank you for reporting this job!

Your feedback will help us improve the quality of our services.

Apply
My Email
By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
Continue
Application form