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Client Services Administrator

Cape Town Northern Suburbs
Salary: Market Related
Job Type: Permanent
Sectors: Admin
Reference: CPT005853/H

Apply before Dec 31 2025 | 17 Days left

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External Application

Vacancy Details

Employer: Persona Staff

Our client in the Northern Suburbs of Cape Town is seeking a Client Services Administrator to join their team. This position plays an integral part in ensuring client services and administrative support.

Requirements and Skills:

5 yearsâ experience in a similar role.
Computer literate.
Bilingual in Afrikaans and English.
Matric certificate.
Knowledge of FAIS and FICA requirements and procedures.
Ability to take initiative.
Excellent communication and interpersonal skills.
An understanding of administrative functions across financial planning spectrum.
RE5 qualification beneficial.
Detail orientated and time management skills.
Drivers licence with own transportation.

Responsibilities:

Manage and resolve all client queries promptly and professionally.
Process client-related deliverables through to completion.
Verify the accuracy of all information and documents sent to clients and service providers.
Follow up on all client transactions, including implementation of new business, until completion.
Capture and confirm amendments to investments, insurance policies, and other financial products.
Assist clients with Medical Aid claims, Gap Cover claims, and Life Cover claims.
Manage tasks and deadlines effectively.
Record all workflows, tasks, and client interactions on the CRM system.
Prepare documentation for investment review appointments.
Provide comprehensive administrative support to the Financial Planners.

To apply, please send your CV to hannah@personastaff.co.za Â Â Â Â
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Please note that only shortlisted candidates will be contacted. Should you not receive feedback within 48 hours, please accept your application as unsuccessful.

Persona Staff (Pty) Ltd is POPIA (Protection of Personal Information Act, 2013) compliant, all personal information is protected according to legislation. Applying for any of our available vacancies, you give Persona Staff consent to process your Personal Information for Recruitment Purposes, according to the POPI ACT, 2013. If you have any concerns regarding your Personal Information and our compliance towards the legislation, you are welcome to request out POPI Act Policy.

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About Persona Staff

Vision
PERSONA’s vision is to allow our Clients to focus on their core activities, and let PERSONA manage the responsibility of staff recruitment; ensuring the perfect fit between candidate and client for the most efficient and effective workforce.
PERSONA is committed to delivering the best service to our clients and candidates.

We recruit in the following industries:
Financial Services, Manufacturing, Engineering, Retail, Banking, Telecommunications, Information technology, Electronics, Logistics, Mechanical, Sales & Marketing, Office Support, Warehousing, Distribution and Supervision Staff

Services offered:
To our clients:-
Recruitment of permanent staff at all levels
In depth staff selection
Salary surveys
Advertising of available positions
Comprehensive interviewing
Screening of potential candidates according to client’s specifications
Reference checks (on possible candidate)
ITC checks (on possible candidate)
Criminal checks (on possible candidate)
More background checks on request.
Psychometric testing (additional services)
Preparing of Job descriptions
PERSONA commits to adhere to industry standards and policies.

To possible candidate and job seekers:-
Professional resume
Regular correspondence
Interviewing tips
Summary of client information
Assistance to find the perfect job