Client Relationship Consultant

2 weeks ago


Durban, KwaZulu-Natal, South Africa CA Financial Appointments Full time

This is a lovely opportunity for a Client Relationship Consultant to join an investment team with an excellent track record and with exposure and products in both the SA and International market.


Responsibilities:

  • Support and assist with all relevant products, services and processing
  • Filter relevant feedback to management from financial advisors
  • Resolve and manage queries
  • Support consultant team when necessary
  • Action instructions from financial advisors and investors accurately and timeously
  • Follow processes and procedures accurately and timeously
  • Manage client follow ups
  • Flag errors and identify ways to streamline future processes

Requirements:

  • Minimum of a completed tertiary qualification or currently be completing an undergraduate degree, preferably in commerce / finance
  • Minimum of 1 3 years' experience in a similar role with experience in unit trusts / investments
  • MS Office and MS Excel proficient as well as investment systems
  • Must have the ability to work well under pressure and ability to stick to deadlines
  • High attention to detail
  • Client services experience essential, good telephone manner and professionalism
  • Excellent organizational and planning skills, be proactive
  • Cando attitude and a good team player


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