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Client Service Officer (Client Support)
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17 hours ago138 views
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General Details
Description
Key Duties and Responsibilities:
- Deliver on Service standards as per established Service Model for the function
- Ensure adherence to processes and address/raise issues that need attention
- Work proactively with other business functions and stakeholders
- Ensure fees in relation to the functions responsibilities are posted for services rendered in a timely manner and in line with processes
- Undertake and participate in relevant departmental meetings
- Periodically review work being undertaken to check for adherence to policy and procedures, check quality of work
- Ensure complaints, errors and omissions are dealt with as per company policy
- Daily monitoring of progress of assigned cases
- Dealing with assigned outstanding cases and action regular follow up to ensure progress
- Ensuring relevant record keeping on systems used for processing or managing work are maintained and up to date across the function
- To assist and undertake case work as required in the function
- Contribute to staff training programmes
- You will take part and actively contribute to the weekly Team Meetings
- Please be advised that the Team Leader will be responsible for allocating workloads, with the support from the Senior Officer
- From time to time you may be required to perform other reasonable tasks within the scope of your role to support the business
- Strong organisational and administrative skills
- Ability to work as part of a team and positively influence and contribute to the team
- Good communication skills over the phone, in person and comfortable using video technology to engage with clients and colleagues
- Ability to work with confidential and sensitive data
- Good time management
- Ability to work under pressure and multi-task
- Experience of working in and maintain good client relationships and delivering good service
- High level of commitment and positive attitude
- Exercise the highest ethical and safety standards when conducting your work, particularly where other people are involved
- Be energetic in your approach to performing a service to the Company
- Be attentive to detail and work methodically and accurately
- Exercise the utmost good faith towards the Company both in carrying out your duties and in all of your dealings with the Company and its clients and/or its suppliers
- Possess excellent communication skills
- Present yourself professionally to fellow employees and clients of the Company
- Use your initiative
- Be able to work independently as well as part of a team
- A willing and flexible attitude to working hours to support team and business needs, as required
- Service delivery on operational tasks â?? me
https://www.jobplacements.com/Jobs/C/Client-Service-Officer-Client-Support-1251665-Job-Search-02-03-2026-00-00-00-AM.asp?sid=gumtree
Id Subtitle 1348802315
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Job Placements
Selling for 1 year
Total Ads5.20K
Active Ads5.20K
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5.20KTotal Ads
19.24MTotal Views
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Main duties and responsibilities include:Secretarial duties - scheduling meetings, general office administration, correspondence with clients and service providers;Assisting the financial advisor in his job servicing existing clients as well as new clients - handling preparation of all meeting documentation, application forms and follow ups;Filing, capturing client data, updating spreadsheets and word documents;Processing of new business - pre-populate documentation, check all proposals and application forms, submission of application forms to service providers / insurance companies;Follow-up all client transactions, implementation of new business etc;Drawing statements from service providers and summarising client portfolio information;Preparation of the necessary presentations, investment summaries and documentation for client review meetings.Assist with FAIS and FICA compliance and any other compliance requirementsScan to file all new business documents in client folder.General office duties which include but are not limited to filing, scanning, printing, ordering stationary and any other duties which may be associated therewith.Be telephonically available for client queries, and act as initial point of contact for client queries.Maintain an appropriate filing and recording system both hardcopies and electronically.Ensure that investments and assets under management and the recording thereof are kept up to date and current and send out statements on a monthly basis.It is essential that the candidate has the ability to multitask and to work under pressure.Requirements:Grade 12 (Essential). 3+ years experience at a financial advisory practice is advantageousPost Matric qualification will be an advantageStrong written and verbal language skills both Afrikaans and English essentialStrong computer skills essentialOwn vehicle, transport and drivers license essential.
https://www.executiveplacements.com/Jobs/S/Secretary-Financial-Services-1258470-Job-Search-02-03-2026-04-00-34-AM.asp?sid=gumtree
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