Client Services Administrator – Financial Services

In brief

Overview This role is for a Client Services Administrator in the financial services sector, recruited by O'Brien Recruitment. The position focuses on providing administrative support to a Client Services team, ensuring efficient client onboarding, account management, and professional handling of client and intermediary enquiries. The company is seeking an individual who is passionate about client service and thrives in a supportive team environment. What you will do * Provide day-to-day administrative support to the Client Services team. * Review new account opening applications, ensuring all required information and documentation are complete. * Follow up with clients, financial advisers and intermediaries regarding outstanding documentation. * Assist with the onboarding of new clients and coordination of account opening processes. * Respond professionally and promptly to client and intermediary enquiries. * Liaise with internal departments, including Compliance, New Business, Settlements and Operations, to resolve enquiries. * Monitor outstanding client requests, follow up on queries and escalate complex matters when necessary. * Assist with the administration and tracking of advisory and investment management fees. * Support the circulation of fee statements, valuation reports and account-related documentation. * Assist with administrative requests relating to existing client accounts and account amendments. * Maintain accurate records of client correspondence, documentation and outstanding matters. * Provide general administrative and operational support to the Client Services Manager. * Assist with internal projects, reporting and process improvements. * Attend client meetings, industry events and company functions when required. Requirements (from the original advert) * Previous experience in an administrative or client services role. * Experience within the financial services, investment management, wealth management or banking industry would be highly advantageous. * Proficiency in Microsoft Office, particularly Outlook, Word and Excel. * Excellent written and verbal communication skills. * Strong administrative and organisational abilities. * High level of accuracy and attention to detail. * Ability to manage multiple tasks and prioritise effectively. * Comfortable communicating with clients, financial advisers and internal stakeholders. * No formal qualification is mandatory; relevant experience will be considered. * Excellent customer service and interpersonal skills. * Professional, friendly and approachable manner. * Strong problem-solving skills and a proactive attitude. * Ability to work independently and as part of a team. * Good time management and follow-up skills. * Ability to handle confidential and sensitive information professionally. * Willingness to learn new systems and processes. * Positive attitude and willingness to assist colleagues. * Ability to remain calm and professional when handling challenging enquiries. Who should apply The ideal candidate is genuinely passionate about client service and enjoys working in a supportive team environment. They should be someone who takes initiative, follows through on outstanding matters, and ensures clients receive timely and professional assistance. Applicants should be organised, detail-oriented, and eager to provide excellent client service. While previous financial services experience is an advantage, candidates with strong administrative and client service experience who are eager to learn are also encouraged to apply. Deadline Not specified Reference Original posting: https://www.jobmail.co.za/jobs/finance-accounting/finance-accounting-management/western-cape/client-services-administrator-%E2%80%93-financial-services-id-7609416 Source: jobmail

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

• Microsoft Excel
• Microsoft Office
• Customer service

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

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