Client Services Administrator – Permanent Position

Location: Waterfall, Magwa Crescent, Johannesburg, Gauteng
Company: PSG Financial Services
Reference Number: POS37601
Job Category: Administration and Operations
Job Level: Junior Management, Skilled Technical Workers, Supervisors
Type: Full-Time, Permanent
Application Deadline: 30 August 2025
Click here to Apply

About PSG Financial Services

PSG Financial Services is a leading independent financial services group in South Africa, providing a comprehensive range of solutions in wealth management, asset management, insurance, and financial advice. Known for its client-centric approach and strong ethical values, PSG has built a trusted reputation across South Africa’s financial services sector.

The company is committed to creating an inclusive and diverse work environment that reflects the demographics of the South African population. As part of its employment equity strategy, PSG gives preference to candidates from designated groups and encourages people living with disabilities to apply.

Overview of the Role

PSG is currently seeking a detail-oriented and service-driven Client Services Administrator to join their team in Waterfall, Johannesburg. This is a full-time, permanent opportunity reporting directly to a Team Leader within the platform administration department.

The successful candidate will be responsible for verifying, confirming, and ensuring the accuracy and compliance of client instructions that are processed within PSG’s administration platforms. The role also involves providing support to internal teams, handling queries, and ensuring all operational standards and client service level agreements are met.

Key Responsibilities

As a Client Services Administrator, your main duties and responsibilities will include:

• Validating a variety of instructions processed within the platform administration system to ensure quality, accuracy, data integrity, and compliance with legislation and internal procedures.

• Ensuring that incomplete, incorrect, or non-compliant instructions are escalated back to the responsible junior administrator or client service consultant for rectification.

• Confirming processed instructions to both clients and their respective financial advisers in a clear and timely manner.

• Adhering to PSG’s operational processes and procedures to minimize processing errors and ensure smooth daily operations.

• Actively contributing to continuous improvement initiatives by identifying problems in existing systems, processes, or service delivery and proposing effective solutions.

• Handling queries and providing support to junior administrators, client service consultants, and other internal stakeholders.

• Assisting with ad hoc projects and tasks as delegated by management.

• Applying Treating Customers Fairly (TCF) principles consistently in all client-related activities and decision-making processes.

Minimum Requirements

To be considered for this position, applicants must meet the following minimum requirements:

• A completed financial or business-related degree at NQF Level 7.

• At least 1 to 2 years’ experience in the financial services industry, ideally within an administrative role on a Linked Investment Service Provider (LISP) platform.

• A strong understanding of platform administration and client service processes in the investment or financial advisory space.

• High levels of computer literacy, especially in Microsoft Excel.

• Excellent communication skills, both verbal and written.

Key Competencies and Skills

PSG is seeking candidates with the following qualities and competencies:

• Strong numerical skills and the ability to work accurately with financial data.

• High attention to detail and a commitment to ensuring accuracy in all aspects of the role.

• A client-focused mindset with the ability to manage service delivery in a professional and efficient manner.

• Strong written and verbal communication skills for internal collaboration and external communication with advisers and clients.

• Excellent time management and organizational skills, with the ability to handle multiple tasks and work to deadlines.

• Ability to remain calm and perform well under pressure in a high-volume, deadline-driven environment.

• Critical thinking skills and the ability to identify and resolve complex issues.

• A proactive and systematic approach to work, with a strong sense of ownership and accountability.

• Ability to work both independently and collaboratively as part of a team.

• Commitment to continuous learning and development in the financial services industry.

Why Join PSG?

Working at PSG means becoming part of a respected brand with strong values, a performance-driven culture, and a client-first approach. Employees benefit from:

• A stable, professional working environment with room for career growth.

• Exposure to industry-leading tools and systems in the financial services sector.

• Training and development opportunities to support your career progression.

• A diverse and inclusive work culture that values teamwork and innovation.

• The opportunity to make a meaningful impact by delivering exceptional service to clients and stakeholders.

How to Apply

Click here to Apply

Candidates interested in this position are encouraged to submit their applications via the PSG Careers Portal.

Apply by no later than 30 August 2025 by visiting one of the following links:

• PSG Careers Website: https://www.psg.co.za

• Direct Vacancies Page: https://bit.ly/3bD2iAK

By submitting your application, you consent to the storage and processing of your personal information in accordance with PSG’s data privacy policies and South Africa’s Protection of Personal Information Act (POPIA).

Please note: If you do not receive a response from PSG within two weeks of the application closing date, please consider your application unsuccessful.

Employment Equity

PSG is an equal opportunity employer and is committed to transformation and diversity. Preference will be given to candidates from designated groups, including those with disabilities, as part of our Employment Equity plan.