Client Relationship Consultant

4 weeks ago


Durban, South Africa Candidate Connect Full time

Great opportunity to join an Asset Manager in Durban as a Client Relationship Consultant

 

The ideal candidate would have 1-2 years Investment / Unit Trust experience. Experience in Client Services is essential. This person should have excellent communication skills (verbal and written), a good telephone manner, be focused, organised, and meticulous. 

 

This is an EE designated opportunity.

 

As part of the Client Relationship team, some responsibilities include: 

  • Provide support and assistance with all products, services and processes
  • Relay feedback received from clients, financial advisors, and the marketplace.
  • Resolve queries from financial advisors and investors timeously. 
  • Be the liaison between the admin department and clients. 
  • Process all instructions accurately and within daily deadlines. 

 

 



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