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Client Service Specialist
1 week ago
A Financial Service Provider Gauteng is currently looking for experienced and qualified Client Services Specialists for one of their Branches in Pretoria.
The person will assist with the presales administration process, the product implementation administration process, and the post administration process and will report into the Client Services Hub.
This involves working with various insurance companies, clients, and Wealth Managers.The post involves:
- Data Capturing
- Processing of Unit Trust, TFSA, Endowments, Living Annuities, Provident, Preservation, RA, Life Insurance inclusive of death, disability, income protection
- Liaison with clients and providers
- Communication with the client and Wealth Manager.
- Communication with provider and Wealth Managers
The succesfull applicant
must have knowledge of:
Financial Services Regulatory and Legislative Requirements - FAIS, FICA, POPI, TCF.
Financial Services Products:
- Investment products, longterm insurance products services.
Client and Service focused — Knowledge of principles and processes for providing client services.
Experience in all the processes related to new business in a Financial Services provider environment.
Technology and Software - Microsoft Office: Word, Excel, PowerPoint, and Outlook.
Salary:
R15, R18,000.00 per month
Ability to commute/relocate:
- Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (required)
Education:
- Certificate (preferred)
Experience:
- FP Service industry: 5 years (required)
- Financial Advisory Client services: 5 years (required)
Expected Start Date: 2023/07/03
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