Client Services & Operations Specialist (Cape Town)

Tax Consulting South Africa; Wes-Kaap; Sur place; ZAR 360 000 - 540 000; Plein temps

Résumé du poste

Africorp Advisory Services is seeking a Client Services & Operations Consultant to be the operational backbone, handling client queries, end-to-end benefit administration, and relationship management.

You will serve as the primary contact for individual and corporate clients, ensuring SLAs are met and that all related administrative processes run smoothly in a structured, regulated advisory context.

Qualifications

• Minimum 2–3 years in an administrative, consultant or client services role within financial services, employee benefits, medical aid, or a related industry.
• Strong written and verbal communication skills, professional, clear, and confident.
• Experience dealing with medical aid schemes, group risk, or retirement fund administration is a significant advantage.
• Familiarity with Discovery Health processes and systems is advantageous.
• Proficient in Microsoft Office and general business software; ability to learn internal systems quickly.
• Matric essential; relevant tertiary qualification or industry certification advantageous.

Responsabilités

• Serve as the first point of contact for all inbound client queries, individual members and corporate HR or executive contacts alike.
• Provide professional, accurate, non-advice responses to general information and administrative queries.
• Escalate all advice-related, complex, or sensitive queries to the adviser promptly and with full context.
• Maintain clear, proactive communication with clients throughout all open matters, clients should never need to follow up to find out where things stand.
• Represent Africorp with professionalism, warmth, and authority in all client interactions.
• Manage the end-to-end administration of medical aid, group risk, and retirement fund processes including applications, amendments, and member changes.
• Process and track all submissions accurately, ensuring completeness before submission and following up on outstanding requirements.
• Maintain organised, up-to-date records across all client accounts and open matters.
• Manage day-to-day interactions with service providers including Discovery Health, and other benefit providers.
• Monitor and hold service providers accountable to agreed turnaround times and service standards, escalating where SLAs are not being met.
• Ensure the adviser is kept fully informed on all open matters, flagging risks or delays before they become client-facing problems.
• Coordinate with HR managers and executives at corporate clients on employee benefit queries and requirements.
• Assist in managing the onboarding of new employees onto benefit schemes and the offboarding of exiting employees.
• Support the preparation and distribution of relevant client communications and benefit information.

Connaissances

Client communications

Organization

Proactive communication

Professionalism

Confidence

Integrity

Attention to detail

Formation

Matric

Relevant tertiary qualification advantageous

Outils

Microsoft Office

Description du poste

Africorp Advisory Services is seeking a Client Services & Operations Consultant to be the operational backbone, handling client queries, end-to-end benefit administration, and relationship management.

You will serve as the primary contact for individual and corporate clients, ensuring SLAs are met and that all related administrative processes run smoothly in a structured, regulated advisory context.