Client Services Administrator – Financial Services

Kamo Placements CC; KwaZulu-Natal; Sur place; ZAR 180 000 - 240 000; Plein temps

Résumé du poste

Kamo Placements CC in Umhlanga seeks a well-organised Client Services Administrator to support advisers and the paraplanning team. The role focuses on accuracy, professional service and timely processing of applications.

You will handle client documentation, valuations, liaise with clients and service providers, maintain records, and assist with compliance, working in a busy, detail-oriented environment.

Qualifications

• Previous experience in a similar administrative or client services role.
• Financial services experience would be advantageous but is not essential.
• Proficiency in Microsoft Office and the ability to adapt to new systems.
• Excellent organisational and time management skills.
• Strong written and verbal communication skills.
• High levels of accuracy and attention to detail.
• Ability to manage competing priorities and work well under pressure.
• A positive, professional and approachable manner, with strong interpersonal skills.
• A team-focused attitude and willingness to work towards relevant industry qualifications.

Responsabilités

• Provide day-to-day support to advisers and the paraplanning team.
• Process new business applications.
• Prepare client documentation and meeting packs.
• Obtain investment valuations and liaise with clients and service providers.
• Maintain client records, manage workflow and correspondence.
• Assist with compliance requirements and ensure tasks are completed accurately and within deadlines.

Connaissances

Organisation

Time management

Communication

Attention to detail

Prioritisation

Interpersonal skills

Team spirit

Outils

Microsoft Office

Description du poste

Kamo Placements CC in Umhlanga seeks a well-organised Client Services Administrator to support advisers and the paraplanning team. The role focuses on accuracy, professional service and timely processing of applications.

You will handle client documentation, valuations, liaise with clients and service providers, maintain records, and assist with compliance, working in a busy, detail-oriented environment.