Job Description

Job Title: Client Relationship Administrator
Location: Millpark, Johannesburg
Employment Type: Full-time
About the Role
We are a well-established, independent financial advisory practice looking for a proactive and detail-focused Client Relationship Administrator to support our growing team. This is not just an administrative position-it's a vital role that supports the client experience from first contact through to implementation and beyond.
We're looking for someone who is driven, organised, and passionate about delivering excellent client service. If you're looking to grow your career in financial services and want to be part of a team that values initiative, learning, and internal development-this opportunity is for you.
While prior experience in financial services is ideal, we're more interested in potential and attitude. We welcome applicants who may not tick every box yet but are eager to learn, grow, and contribute meaningfully to our firm.
What You'll Bring

• Clear & Professional Communication: You can confidently interact with clients, providers, and colleagues-both in writing and in person. You're able to explain information clearly and concisely.
• Client-Focused Mindset: You are personable, responsive, and genuinely care about creating positive client experiences.
• Exceptional Organisation: You're comfortable juggling multiple tasks, prioritising workload, and managing deadlines. You keep things running smoothly behind the scenes.
• Administrative Excellence: You have experience handling paperwork, inboxes, phones, and follow-ups with a proactive, detail-oriented approach.
• Tech Savvy: You're confident with Microsoft Office (Word, Excel, Outlook) and ideally have experience using a CRM system.
• Accuracy & Attention to Detail: You understand the importance of getting the little things right-especially when it comes to client data and compliance.
• Discretion & Integrity: You understand the sensitive nature of financial information and handle it with the highest level of confidentiality.
• Team Spirit: You enjoy working with others and supporting a collaborative, high-performance team environment.
• An Interest in Financial Services: You're curious about financial planning, regulatory frameworks, and the evolving world of investments.
• Willingness to Grow: You're open to learning new systems, tools, and industry knowledge and may even consider pursuing relevant qualifications.
• Analytical Thinking: You're comfortable absorbing detailed or technical information, even if it's new to you.
• Initiative & Foresight: You think ahead and understand how your role contributes to the broader client journey.

Key Responsibilities
New Business Coordination

• Manage the full lifecycle of new business submissions, from initial application through to finalisation.
• Review all documentation for accuracy and completeness before submission.
• Maintain and update the New Business Register and input data into our CRM system.
• Track workflows and ensure all new business tasks and processes are completed efficiently.
• Generate weekly reports for leadership to track progress and identify areas for improvement.

Client Data Management

• Oversee the accuracy of client information, regularly reviewing entries maintained by support staff.
• Perform cross-checks on personal information and ensure records are kept up to date across all platforms.
• Ensure consistency and reliability in all client documentation and CRM entries.

Workflow & Process Oversight

• Identify opportunities to enhance administrative efficiency and accuracy.
• Provide guidance to junior admin staff on best practices for data entry and task management.
• Continuously improve client-facing administrative processes.

Compliance & Project Support

• Lead small-scale compliance initiatives in collaboration with the advisory and admin teams.
• Delegate tasks as required and assist in preparing for audits or internal reviews.
• Help ensure regulatory obligations are met in day-to-day operations.

Team Support & Supervision

• Act as a lead point of contact for the Client Service Administrator, offering guidance and delegating tasks.
• Support onboarding and development through regular feedback and informal training.
• Promote a collaborative and supportive working environment across the administrative team.

Why Join Us?

• Career Growth: We believe in developing talent from within and providing pathways to grow in your role.
• Supportive Culture: We value a positive mindset, team collaboration, and shared success.
• Meaningful Work: Your contributions have a direct impact on our clients and the overall client experience.
• Room to Learn: You'll be supported with learning opportunities to deepen your knowledge and expand your skill set.

Send CVs to: redlinerecruitmentcvs@gmail.com

Skills Required