Client Services Administrator

Placements24; Mossel Bay; Hybrid; ZAR 350,000 - 520,000; Full time

Job summary

Placements24 is seeking a professional Client Services Administrator to join a remote team supporting Mossel Bay, Western Cape. You will handle client inquiries, process service requests, maintain records, and liaise with financial advisors to ensure a superior client experience.

The ideal candidate has 3–5 years in client services or administration, excellent communication skills, proficiency with CRM systems and Microsoft Office, and a keen eye for detail.

Qualifications

• 3–5 years in client services, customer support, or administrative role, preferably in financial services.
• Excellent communication, interpersonal and active listening skills.
• Proficiency in Microsoft Office and CRM software.
• Strong organizational skills with attention to detail and confidentiality.

Responsibilities

• Respond promptly and professionally to client inquiries via phone, email, and other channels.
• Process client requests such as account updates and service changes.
• Maintain accurate and up-to-date client records in the CRM system.
• Assist clients with navigating company services and products.
• Liaise effectively with financial advisors and internal departments to resolve issues.
• Prepare and send client correspondence, statements, and reports.
• Onboard new clients ensuring documentation is complete.
• Handle client complaints with empathy, escalating when necessary.
• Support the client services team with admin tasks and projects.
• Ensure adherence to regulatory requirements and company policies.

Skills

Communication skills

CRM software

MS Office

Organizational skills

Client-centric

Remote work

Attention to detail

Education

Business Admin/Finance qualification

Tools

CRM software

Microsoft Office

Job description

Our client, a respected financial services provider, is seeking a highly professional and client-focused Client Services Administrator to join their remote team, supporting operations in Mossel Bay, Western Cape . This role is integral to delivering exceptional support to the company's clientele, ensuring their needs are met efficiently and effectively. You will be responsible for managing client inquiries, processing service requests, maintaining client records, and facilitating smooth communication between clients and financial advisors. This is an excellent opportunity for an organized, empathetic, and detail-oriented individual to build a career in client relations within the financial sector, with the flexibility of working remotely. The ideal candidate possesses strong communication skills and a commitment to providing a superior client experience.

Key Responsibilities

• Respond promptly and professionally to all client inquiries via phone, email, and other designated channels.
• Process client requests, such as account updates, service changes, and information provision.
• Maintain accurate and up-to-date client records in the CRM system.
• Assist clients with navigating company services and products.
• Liaise effectively with financial advisors and other internal departments to resolve client issues.
• Prepare and send client correspondence, statements, and reports.
• Onboard new clients, ensuring all necessary documentation is completed accurately.
• Handle client complaints and feedback with empathy and efficiency, escalating when necessary.
• Support the client services team with administrative tasks and projects.
• Ensure adherence to all regulatory requirements and company policies in client interactions.

Requirements

• A relevant qualification in Business Administration, Finance, or a related field, or equivalent demonstrable experience.
• A minimum of 3-5 years of experience in a client services, customer support, or administrative role, preferably within the financial services industry.
• Proven experience in handling client inquiries and resolving issues effectively.
• Excellent communication, interpersonal, and active listening skills.
• Proficiency in Microsoft Office Suite and experience with CRM software is essential.
• Strong organizational skills and the ability to manage multiple tasks and prioritize effectively.
• A client-centric approach with a passion for delivering excellent service.
• Ability to work independently and collaboratively in a remote work environment.
• High level of accuracy and attention to detail.
• Discretion and understanding of client confidentiality requirements.

Benefits

Our client offers a competitive annual salary and a comprehensive benefits package, including medical aid and retirement fund contributions. As a remote employee, you will enjoy the flexibility and work-life balance that comes with working from home. Our client is committed to the professional development of its staff, offering ongoing training and opportunities for career advancement. This role provides exposure to the dynamic financial services sector and the chance to build a rewarding career supporting clients in and around Mossel Bay, Western Cape .