Client Services Administrator

Job Listing No: 9740000

Client Services Administrator

JobScape – Cape Town, Western Cape – This seal certifies that the information and activity of this Recruiter has been carefully verified by BestJobs. Description 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) 3.Process amendments to policies Validate clients personal information (TCF) Capture amendment on the system (Future wealth) eg. Increase/decrease term; adding/removal of assured lives (TCF) Print out policy and refer to Actuarial department and New business department if underwriting is required (TCF) M… – Permanent – Full-time

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