Relationship Consultant

2 weeks ago


Durban, KwaZulu-Natal, South Africa Ewings Trust Company Full time
NO PHONECALLS NOR WALK-INS WILL BE ACCEPTED

Job Purpose
To assist clients by offering excellent client service, support, and to maintain and grow relationships.

Attributes and abilities required:

  • Strong verbal and written communication skills
  • Excellent interpersonal and communication skills
  • Strong client service orientation
  • Professional approach
  • Must be reliable and accountable
  • Selfmotivated and ability to work independently and more importantly interdependently
  • A team player
  • Enthusiastic and highly motivated
  • Excellent prioritising and organisational skills. High attention to detail and accuracy.

Experience and Skills Required

  • Minimum Grade 12/ Matric
  • A minimum of 4 years' experience in a financial services environment
  • Possess good technical and IT skills (MS Excel, MS Word and MS Outlook)
  • Accurately capture client information on the relevant system.
  • Execute client requests within the agreed timeframes and quality standards.
  • Handle all the administrative tasks according to agreed standards and turnaround times.
  • Engage with clients in a client centricity manner.
  • Ensuring accurate completion of client requests and follows up to ensure queries are resolved timeously.
  • Providing effective, efficient and professional service to all our clients, both telephonically and through written correspondence.
  • Ensuring client service levels are met and exceeded.
  • Interaction with Financial Advisors to ensure a constant flow of communication and improvement of service levels to clients.
  • Excellent time management skills.

Job Types:
Full-time, Permanent

Education:

  • High School (matric) (preferred)

Experience:

  • 4 years' in a financial services environment (preferred)
- in a similar role (preferred)

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