Job Description

CLIENT RELATIONSHIP CONSULTANTFinancial ServicesHillcrest, KZNKey Focus: To offer exceptional personalised service daily to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all funds, products and processes.KEY OBJECTIVES:

• Provide support and assistance with all products, services and processes

• Provide relevant feedback from financial advisors and the marketplace.

• Resolve queries from financial advisors, investors/potential investors.

• Provide support to the national consultant team, where necessary.

• Liaise between the admin department and the investors, financial advisors and the consulting team whenever necessary.

• Process all instructions from both financial advisors and investors accurately and within daily cut off times and deadlines.

REQUIREMENTS:

• Candidate must have completed, or currently be completing, an undergraduate degree, preferably in commerce/finance.

• Unit Trust/Investment background and experience would be an advantage.

• Client service experience is essential.

• Ability to work as a member of a team.

• Excellent verbal and written communication skills are essential.

• Must have a good telephone manner.

• Candidate must have good administration skills.

• Proficiency in Microsoft Excel and Word is necessary.

• Ability to function well under pressure and ability to adhere to deadlines is essential as this is a high paced environment.

• Candidate must be well organized, be able to prioritize tasks, demonstrate a proactive approach to problems and have the ability to achieve depth of learning and self-development within role.

• Candidate must exhibit meticulous attention to detail.

TO APPLY: Send your CV and supporting documents to nicola@proappoint.co.za(Please note: ONLY shortlisted candidates will be contacted)

Pro Talent