Client Services Administrator

About the role

Our client in the financial services industry is seeking an experienced Client Services Administrator to join their Cape Town team. The role focuses on delivering high‑standard client service, managing complex cases, and ensuring compliance with regulatory requirements.

Key responsibilities

• Deliver a high standard of client service and an excellent client experience.
• Manage complex client cases and oversee day‑to‑day client servicing activities.
• Handle escalated queries from financial advisers, members and third parties.
• Apply strong technical knowledge to resolve queries efficiently.
• Ensure compliance with policies, procedures and regulatory requirements.

Required profile

• Matric with Business Administration, Finance, Economics or related tertiary qualification.
• 3‑5 years’ experience in a client services role, preferably within financial services.
• Understanding of pensions, investment products and regulated environments.
• Excellent attention to detail, written and verbal communication skills.
• Valid driver’s licence and reliable transport.

Required skills

• Microsoft Outlook
• Microsoft Word
• Microsoft Excel

What we offer

• Competitive remuneration package to be discussed during the interview process.