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Client Service Consultant
2 weeks ago
Responsibilities:
- Onboarding new clients
- This includes:
- Opening and preparing client files and updating our CRM system with new information
- Checking all documents and relevant information
- Process new business and switches:
- Application forms captured correctly and signed by clients
- Tracking progress and follow ups
- Send statements and check fees
- General client administration
- Set up, monitor and manage income or ad hoc payments to clients
- Send tax certificates to clients
- Provide investments statements on request to clients and financial planners
- Updating CRM system with any changes in client information
- Maintain policy replacement and other compliance spreadsheets
- Maintain database of industry contact details
- Communicating with relevant role players to ensure that all client queries are dealt with
- Swiftly and efficiently in a friendly and professional manner
- Handling telephone queries
- Addressing any administrative matters as referred by management
Minimum Requirements:
- 5+ Years' relevant experience in client service and/or administration in an Independent Financial Planning business is essential
- National senior certificate (Matric)
- A Qualification in Financial Planning/Administration/ related field
- Excellent written and spoken communication skills
- Must be highly professional and presentable
- Excellent people skills and the ability to work under pressure
- Responsible and accountable individual that takes charge of his/her work
- Tech savvy with advanced computer skills and knowledge
- Must have high energy levels and be selfmotivated, organised and disciplined
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