Assupol: Client Services Administration

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  • Post published:Jan 6, 2022
  • Post category:Jobs

Job Description

Assupol: Client Services Administration

Specification

1.Attend to client queries

  • Confirm documents have been received for loan applications; amendments; changes to beneficiaries;

noting of cessions; payment method change; broker notes or cancellation enquiries (TCF)

2.Process changes to payment methods; personal and contact details and beneficiaries

  • Validate clients personal information (TCF)
  • Update changes on the system (changes to debit order; or to PERSAL) (TCF)
  • Update changes to personal and contact details (TCF)
  • Update changes to beneficiaries (TCF)
  • Make notes on the system (TCF)
Requirements
  • Matric
  • RE 5 (Advantage)
  • 60 or 120 credits on NQF level 5 Wealth Management (Advantage)
  • 2 Years’ experience in client services administration

Closing date: 18 January 2022

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