Client Services Administrator - Financial Services

About the role

O'Brien Recruitment is advertising a full-time Client Services Administrator position in the financial services sector, based in the Western Cape. The role provides day-to-day administrative support to the Client Services team and handles client onboarding, documentation follow-up and fee administration.

Key responsibilities

• Review new account opening applications and ensure all required information and documentation is complete.
• Follow up with clients, financial advisers and intermediaries on outstanding documentation and monitor outstanding client requests.
• Assist with onboarding new clients and coordinate account opening processes.
• Respond promptly to client and intermediary enquiries and liaise with Compliance, New Business, Settlements and Operations to resolve them.
• Escalate complex matters when necessary and assist with administrative requests for existing accounts and account amendments.
• Help administer and track advisory and investment management fees, and support the circulation of fee statements, valuation reports and account documents.
• Maintain accurate records of client correspondence, documentation and outstanding matters.
• Provide administrative support to the Client Services Manager, help with internal projects, reporting and process improvements, and attend client meetings, industry events and company functions when required.

Required profile

• Previous experience in an administrative or client services role.
• Experience in financial services, investment management, wealth management or banking is highly advantageous; no formal qualification is mandatory.
• Excellent written and verbal communication, strong administrative and organisational abilities, accuracy and attention to detail.
• Ability to manage multiple tasks, work independently and as part of a team, and handle confidential information professionally.

Required skills

• Proficiency in Microsoft Office, especially Outlook, Word and Excel.
• Customer service, problem-solving and time management skills.