Client Support Administrator – Johannesburg

About the role

We are looking for an organised, detail‑oriented Client Support Administrator to join our team in Johannesburg. The role provides administrative support to financial advisors across investments, medical aid, employee benefits and long‑term insurance, ensuring high‑quality client service while complying with industry regulations.

Key responsibilities

• Process and manage client instructions for a range of financial products.
• Capture, track and maintain cases using Dynamics365.
• Maintain accurate electronic client records and documentation.
• Liaise with clients, advisors and product providers to ensure timely completion of instructions.
• Follow up on outstanding requirements and keep clients informed throughout the process.
• Prepare and submit compliance documentation, ensuring records meet FICA and POPIA requirements.
• Respond to client queries professionally within agreed turnaround times.
• Assist with general advisor support and other administrative functions.

Required profile

• Matric qualification; a qualification in Administration, Finance or a related field is advantageous.
• 2‑3 years of experience in financial administration or client support.
• Experience in the financial services industry.
• Strong organisational, time‑management and communication skills.
• High level of accuracy and attention to detail.

Required skills

• Dynamics365 (CRM system).
• Microsoft Office suite.
• Electronic document management.

What we offer

• Market‑related remuneration.