Relationship Consultant
2 weeks ago
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)
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