Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires
your qualities and attitude in the workplace? Our client a large modern forward-thinking company requires
REQUIREMENTS
• To be logged onto the Client Services inbound telephone queue and web touchpoint • Resolve a minimum necessary all personal contact information for clients including the Medical Aid details • To ensure relevant potential claim disclosure is communicated to the client when necessary • To achieve a minimum QA (quality decision pertaining to a client query when necessary • Dealing with client queries professionally, adequately of your job functions • Other basic policy administration related functions • Answering the telephone
dynamic candidate to lead the member engagement and retention business.
What will you do:
• To be logged onto the Client Services inbound telephone queue and web touchpoint • Resolve a minimum necessary all personal contact information for clients including the Medical Aid details • To ensure relevant potential claim disclosure is communicated to the client when necessary • To achieve a minimum QA (quality decision pertaining to a client query when necessary • Dealing with client queries professionally, adequately of your job functions • Other basic policy administration related functions • Answering the telephone
Reference: CPT007088-AD-1 CLIENT ADMINISTRATOR CAPE TOWN - CBD R15 000 - R25 000 CTC DEPENDING ON EXPERIENCE Provide holistic administrative support to financial advisor Manage advisor's diary (Client birthdays, meetings General office duties - Scanning, printing etc Ensure client filing (Online and physical) is up to date Ensure office is followed Manage client queries Gather and prepare information for client meetings (Reviews, proposals life cover etc. ) Implementing and monitoring client proposals and submitting applications Implementing
business
Hiring: Client Engagement Specialist (Cape Town)
As a Client Engagement Specialist within Sustainability for managing and enhancing relationships with clients, ensuring they receive maximum value from the data understanding client needs, facilitating communication, and driving client satisfaction and retention.
Responsibilities:
Client Relationship Management:
Serve as the primary contact for clients, addressing
Build and maintain strong, long-lasting client relationships by understanding their business goals