Service Consultant

1 month ago

Johannesburg, South Africa The Recruitment Council Full time

Job Title: Service Consultant
Reporting To: Service Team Manager

Job Description:
We are seeking a highly organized and detail-oriented individual to join our team as a Service Consultant. This role provides crucial administrative support to advisors, ensuring the efficient execution of all client service-related processes. The ideal candidate will be a proactive problem-solver with strong communication skills, capable of managing multiple tasks and maintaining a high standard of client service.

Key Responsibilities:

  • Draw investments and risk quotes to assist advisors in offering the best solutions to clients.
  • Prepare and organize new business files, including applications, for advisors.
  • Submit new business applications and manage the entire process to ensure timely execution.
  • Manage existing business queries, providing updates to advisors and clients promptly.
  • Ensure compliance documents are received, properly stored, and organized.
  • Perform general administrative duties across all product lines offered to clients.
  • Liaise with product providers, clients, and suppliers to ensure smooth operations.
  • Assist in preparing for quarterly and annual compliance audits, ensuring all necessary documentation is in place.

Skills and Attributes:

  • Proficiency in Microsoft Office 365 (Word, Excel, Outlook, PowerPoint, MS Teams).
  • Strong initiative, capable of taking ownership of tasks and projects.
  • High attention to detail and accuracy.
  • Ability to organize work efficiently and manage competing priorities.
  • Professional and presentable appearance.
  • Reliable transport for commuting to work.
  • Ability to perform well under pressure and meet deadlines.
  • Excellent team player with good interpersonal skills.
  • Strong written and verbal communication abilities.

Required Knowledge / Experience:

  • At least 5 years of experience as a Service Consultant in the financial planning industry.
  • Experience with X-Plan or similar industry-related tools would be an advantage.
  • Strong computer literacy and familiarity with office software.

Minimum Qualifications:

  • Matric or equivalent high school qualification.

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