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Client Service Administrator

Remuneration:negotiable Basic salary 
Location:Cape Town, University Estate
Education level:Degree
Job level:Student
Company:Oasis Group Holdings Pty Ltd

Job description

Job summary

The core function of the successful candidate is to assist retails financial planners and sales consultants with daily administration in CIS and Retirement Fund products.

Job description
  • Attend to incoming and outgoing calls professionally and resolve all queries efficiently for all the Mancos and the LISPs.
  • Attend to client queries in our office of a factual nature this may be a redemption, switch, transfer, lump sum additional investment, change of details, or change of debit order, balances, statements and ad-hoc queries, etc.
  • Ensure that clients are given the correct forms to complete and that they are assisted to complete the required fields.
  • Follow up with clients on outstanding documents (Eg FICA , bank details).
  • Obtain documentation from IFAs.
  • Assist with generating systems reports as required.
  • Prepare a daily report on balance enquiries received, daily statements sent to client, processing follow-ups resolved, etc.
  • Prepare and update the procedure manuals.
  • Complete the regulatory exams as and when prescribed by the company.
  • Resolve queries if any and adhere to cut off times.
  • Keep client updated at all times.
  • Welcome and assist walk-in clients.
  • Run monthly birthday card labels for clients (for all cards and envelopes).
  • Submit LOAs to administrators and complete analysis for advisors.
  • Section 14 and recognition of transfers (initiate, follow-up, complete transfers and submit for processing).
  • Capture and update transfers on pipeline and log sheets.
  • Assist advisor/s to complete flows on daily sales report if out on appointments.
  • Check all new applications to ensure completeness and correctness.
  • Support advisors who are travelling with client packs.
  • Support advisors to obtain signatures from clients on application forms as and when required.
Reporting structure
  • Reports to head of retail client services.


Qualification Requirement

  • BCOM Graduate.
  • FAIS Compliant (NQF level 5 and with adequate unit standards to qualify for FSB registration as representative as defined in the FAIS act).
  • Own car and valid driver’s license is essential.
  • Educational or experience background to include tax training.
Minimum experience in years and skills
  • One to two of years experience in managing customers in the financial sector
  • Expert in Microsoft Office (Word, Excel, Outlook, PowerPoint).
Competencies (attribute and proficiencies, soft-skills)
  • Excellent communication skills, both written and verbal.
  • Ability to follow rules, systems and procedures.
  • Logical and systematic.
  • Detail orientated.
  • Well-organised.
  • Ability to establish new relationships.
  • Ability to manage and maintain relationships.
  • Professional character, dress and manner.

Posted on 05 Nov 13:42

Salmaan Shaikh

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See also: Client Service