Client Service Consultant

2 weeks ago


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

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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