Job Description

CLIENT RELATIONSHIP SPECIALIST UMHLANGA Finance/Accounting
Umhlanga, Durban - KwaZulu NatalCLIENT RELATIONSHIP SPECIALISTOur client in Umhlanga is looking for a Client Relationship Specialist to join their teamKey areas of responsibility will include but not be limited to:Attending to all existing client queries and request timeously and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed up with the Companys set timelines.Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperworkfor all set appointments and all reviews.Checking of all deal packs and will applications to ensure that they are completed correctly and in full then submitted tothe Regional Administration Manager for final checking.Assistance in attending to any outstanding requirements to complete any deal.Ensure that the Company is always compliant with regards to the regulations of the FSCA and the FAIS ActConducting client reviews in a FAIS compliant manner; conducting a full review taking into account a full needs analysisand any changes in the client circumstances.Achievement of targets as set by the Company and its targets and deliverables.Salary: R20 000 pmIf you do not hear from us within 14 days, kindly consider your application as unsuccessful this time but feel free to apply in the future for other suitable vacancies.Apply for this Job

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