Job Title
Client Services Administrator
Employment Type
Full Time
2 to 3 years
Job Published
20 March 2024
Job Reference No.

Job Description

Client Services Administrator Sandton

Our Financial Services client is looking for a young dynamic Client Services Administrator with 2-3 years of experience.

Minimum requirements

Matric with a qualification or busy with

2-3 years of experience in the Financial Planning / Financial Services Industry

Strong Administrative Skills

Attention to detail

Strong client service ethic

Ability to communicate with clients and suppliers to forge relationships

Key duties

General running of the office

Maintenance of client database

Compilation of financial analysis and reports

Managing client liaison/correspondence

Ensuring client files are FAIS and FICA-compliant

Screening calls

Managing stationary and office supplies

Presentation pack compilations for new client meetings

Research for queries and reports

Submission of instructions

Follow-up until completion of each query and instruction


Please apply online

FROGG Recruitment