Purpose:

A leading financial services company is seeking a Junior Account Manager who will play a crucial role in supporting the Sales Retentions Team by handling key administrative tasks that enable seamless client servicing, document processing, and loan lifecycle support. This role is vital in maintaining high service standards for existing clients and ensuring operational efficiency through accurate data handling and proactive follow-ups

Key Job Outputs:

Client Documentation & Communications

• Prepare and send client contracts, settlement letters, payment holiday and restructure confirmations. Send client account statements as requested
• Handle introduction calls
• Maintain ongoing consent for data scrapping tool integrations to facilitate auto top-ups
• Handle Google review requests and follow-ups for client feedback
• Request and verify updated banking details as needed

Credit Submission Support

• Upload supporting documentation for submission to the underwriting/credit

department

• Perform KYC checks specifically for loan advance deal applications
• Ensure completeness and accuracy of all client documentation prior to submission

Salesforce Maintenance

• Conduct regular cleanups in Salesforce, including verifying and correcting lead sources
• Maintain accurate and up-to-date customer records, deal statuses, and compliance related fields
• Flag and report any data anomalies or inconsistencies to the team lead.

Post-Sale Support & Monitoring

• Monitor paid-up clients and conduct regular check-ins to identify new opportunities or ensure client satisfaction
• Assist in running surveys to assess client experience and gather insights for product/service and tech improvements
• Track ongoing consent requests and ensure compliance and operational requirements

Admin Support

• Liaise with internal teams to ensure quick resolution of admin bottlenecks. Assist with any other ad hoc admin tasks required by the sales or operational teams

Core Competencies:

• Excellent verbal and written communication skills
• Strong attention to detail and accuracy
• Proficient in Salesforce CRM and Microsoft Office Suite
• Able to manage multiple administrative tasks under pressure
• Strong organisational and time management skills
• Customer-focused with a proactive attitude
• Comfortable working with confidential and sensitive data
• Familiarity with FinTech, business loans, or financial services is advantageous

Qualifications:

• Matric certificate (minimum), diploma or degree in Business Administration or related field preferred

Experience:

• 1–3 years’ experience in a similar administrative or support role (preferably in financial services or FinTech)
• Experience using CRM platforms such as Salesforce
• Exposure to compliance and KYC processes a strong advantage

Salary: Market related

Should you not hear from us within 2 weeks, kindly consider your application as unsuccessful.

All personal information received will be processed in accordance with The Protection of Personal Information Act No. 4 OF 2013