Client Services Administrator – Waterfall, Johannesburg – Permanent | PSG Konsult Ltd
Job Location : Gauteng, Johannesburg
Deadline : February 28, 2026
About the Role
The Client Services Administrator ensures the operational integrity of investment platforms by authorizing and confirming processed client instructions. Utilizing SAP for financial data management and ServiceNow for workflow tracking, this role reduces operational risk through meticulous transaction auditing and compliance monitoring. Their impact is vital for maintaining the scalability and reliability of the LISP platform, ensuring seamless service delivery for financial advisers and retail investors.
Description:
- To ensure the quality and authorise and confirm all processed client instructions to clients and financial advisers. This position reports to a Team Leader.
Responsibilities:
- Validate all types of instructions processed in the platform administration systems for quality, data integrity, accuracy, completeness and process and legislative conformance, within the service level goals
- Ensure that incorrect, incomplete or non-compliant instructions are escalated back to the relevant junior administrator and/or client service consultant
- Confirm all processed instructions to clients and financial advisers
- Adhere to all operational processes and minimise operational errors
- To actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service related failures
- Deal with queries from junior administrators, client service consultants and other internal stakeholders
- Assist with special projects and assignments as agreed on an ad hoc basis
- Apply TCF principles in daily tasks
Minimum Requirements:
- A relevant financial or business degree (NQF Level 7)
- Strong technical and business experience in the administration of a LISP platform
- 1-2 years in the financial services industry
- Excellent verbal and communication skills
Competencies:
- Numeric ability
- Client focussed
- Accuracy skills essential
- Strong verbal and written communication skills
- Ability to work under pressure
- Ability to deal with complexity
- Systematic and organised
- Attention to detail
- Ability to recognise, communicate and assist in solving problems
- Ability to prioritise and function positively under pressure
- Ability to function as part of a team
- Computer literacy, especially Excel
Deadline:28th February,2026
Career Growth & Education
Success in this role requires a financial or business degree (NQF Level 7) combined with experience in investment administration. Career growth often leads to Operations Manager or Compliance Specialist positions for those who master automated financial systems and risk management frameworks. Participating in specialized IT and data governance bootcamps can facilitate a transition into senior data architect or fintech product management roles globally.
Salary & Financial Insight
In the Midrand financial district, a Client Services Administrator typically earns between R22,000 and R38,000 per month. Professionals in this sector should focus on comprehensive medical aid coverage and early enrollment in diversified unit trust funds to ensure a stable financial future.
Interested and Qualified candidates should Click here to Apply Now
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