CC Recruitment Agency
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Client Support Administrator job vacancy in Plettenberg Bay.
Requirements:
- Proof of Grade 12 Certificate with math’s or equivalent qualification.
- Minimum 2yrs of experience in client services with an administrative background.
- Honest and reliable and attention to detail is highly valued.
- Team player in an office/team environment with excellent interpersonal skills.
- Able to work effectively under pressure and committed to delivering exceptional customer service.
- Proficient in problem-solving and critical thinking.
- Detail-oriented with strong administrative skills.
- Proficiency in Microsoft Office (especially Excel) and Google Sheets is required.
Duties and Responsibilities:
- Ensuring compliance with external regulatory requirements.
- Processing client data and facilitating the onboarding process of documentation to be signed electronically.
- Reviewing documentation and FICA for each client per Source of Funds and Policy and conducting customer due diligence.
- Liaising with colleagues, sales teams, banks, and clients.
- Opening accounts with associated authorised dealers.
- Handling account maintenance tasks such as remediation, activation of dormant accounts and closures.
Working hours: Monday to Friday: 08:00 to 17:00.