Client Services Administrator | Waterfall, Johannesburg | Permanent

PSG Wealth Menlyn; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services company is seeking a Client Services Administrator in Johannesburg. This role involves validating client instructions, ensuring data integrity, and confirming processed instructions. Candidates should possess a relevant financial degree and have experience in the financial services sector. Strong communication skills and attention to detail are essential. This is a permanent position with responsibilities spanning operational management and client interaction.

Qualifications

• Strong technical and business experience in the administration of a LISP platform.
• 1-2 years in the financial services industry.
• Excellent verbal and communication skills.

Responsibilities

• Validate types of instructions processed for quality and accuracy.
• Ensure incorrect instructions are escalated promptly.
• Confirm all processed instructions to clients and financial advisers.
• Adhere to operational processes to minimize errors.
• Participate in continuous improvement initiatives.
• Deal with queries from internal stakeholders.
• Assist with special projects as necessary.

Skills

Numeric ability

Client focused

Accuracy skills

Strong verbal and written communication skills

Ability to work under pressure

Ability to deal with complexity

Systematic and organised

Attention to detail

Problem solving

Teamwork

Computer literacy, especially Excel

Education

Relevant financial or business degree (NQF Level 7)

Job description

Overview

Designation: Client Services Administrator | Waterfall, Johannesburg | Permanent

Category: Administration and Operations

Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by: PSG Financial Services

Posted on: 13 Jan 2025

Reference Number: POS37601

Closing date: 31-Oct-2025

Position Type: Permanent

Location: Waterfall Magwa Crescent

Description

To ensure the quality and authorise and confirm all processed client instructions to clients and financial advisers. This position reports to a Team Leader.

Responsibilities

• Validate all types of instructions processed in the platform administration systems for quality, data integrity, accuracy, completeness and process and legislative conformance, within the service level goals
• Ensure that incorrect, incomplete or non-compliant instructions are escalated back to the relevant junior administrator and/or client service consultant
• Confirm all processed instructions to clients and financial advisers
• Adhere to all operational processes and minimise operational errors
• To actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service related failures
• Deal with queries from junior administrators, client service consultants and other internal stakeholders
• Assist with special projects and assignments as agreed on an ad hoc basis
• Apply TCF principles in daily tasks

Minimum Requirements

• A relevant financial or business degree (NQF Level 7)
• Strong technical and business experience in the administration of a LISP platform
• 1-2 years in the financial services industry
• Excellent verbal and communication skills

Competencies

• Numeric ability
• Client focussed
• Accuracy skills essential
• Strong verbal and written communication skills
• Ability to work under pressure
• Ability to deal with complexity
• Systematic and organised
• Attention to detail
• Ability to recognise, communicate and assist in solving problems
• Ability to prioritise and function positively under pressure
• Ability to function as part of a team
• Computer literacy, especially Excel

How To Apply

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 31 October 2025. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful