Client Services Administrator – Financial Services

O'Brien Recruitment; Wes-Kaap; On-site; ZAR 162,000 - 198,000; Full time

Job summary

O'Brien Recruitment is seeking a proactive Administrative Assistant to support the Client Services team in day-to-day operations, reviewing account opening applications and coordinating onboarding.

The ideal candidate has experience in administrative or client services, preferably within financial services, and possesses strong Microsoft Office skills, excellent communication, and the ability to multitask while maintaining accuracy.

Qualifications

• Previous experience in an administrative or client services role.
• Experience in financial services, investment management, wealth management or banking would be advantageous.
• Proficiency in Microsoft Office, especially 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.

Responsibilities

• 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 elevate 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.

Skills

Customer service

Communication

Time management

Organisational skills

Attention to detail

Multitasking

Interpersonal skills

Tools

Microsoft Office

Outlook

Word

Excel

Job description

Key Responsibilities

• 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 elevate 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.

Minimum Requirements

• 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.

Key Skills and Competencies

• 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.

What We're Looking For

We are looking for someone who is genuinely passionate about client service and enjoys working in a supportive team environment.
The ideal candidate will be someone who takes initiative, follows through on outstanding matters and ensures clients receive timely and professional assistance.
Previous financial services experience will be an advantage; however, candidates with strong administrative and client service experience who are eager to learn are also encouraged to apply.
If you are organised, detail-oriented and enjoy providing excellent client service, we would love to hear from you!