Client Services Administrator - Central Operations
On-siteCape Town, Western Cape, South Africa
Cape Town, Western Cape, South AfricaOn-siteFull TimeMedium
Full TimeMedium
Job Summary
Manage the main telephone switchboard and email enquiries to act as the first point of contact for clients, Financial Planners, and third-party partners. Support users with online systems and portal navigation, prioritizing and resolving queries including escalations while maintaining accuracy. Build positive relationships to field requests quickly, ensuring an exceptional service experience across South Africa and the UK. Develop product knowledge to confidently support colleagues across a range of wealth management services. Contribute to continuous process improvements to enhance service delivery and efficiency.
Required Qualifications
- Previous experience in a customer service, administration, or client support role in financial services
- Excellent communication skills, including a professional telephone manner and strong written communication
- Strong organisational and time management skills, with the ability to manage multiple priorities and high-volume workloads
- Proficiency in Microsoft Office applications, particularly Outlook and Teams
- Strong attention to detail, accuracy, and relationship-building skills when working with clients, financial planners and colleagues
Desired Qualifications
- experience in telephone communications
- experience in financial services administration
- enjoys helping clients, solving problems, and delivering excellent service
- broaden your product knowledge
- take the next step into wealth management and financial planning operations
- developing your service expertise
- gaining valuable exposure to wealth management and financial planning operations
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