Client Liaison Officer
4 weeks ago
1. Valid Grade 12 certificate
2. Advantageous legislative requirements:
a) NQF 5
b) RE accreditation
c) NCA accreditation
3. Completed or partially completed bachelor’s degree in accounting or finance will be advantageous
4. Experience in a similar role with a customer service focus
Description of duties:
• All Sales support related to admin duties including but not limited to Approvals, Contracts, Payouts, Securities and General admin.
• Execute work in line with governance and compliance processes. Ensure that Route Quest Pty Ltd remains compliant in accordance with legislation requirements.
• Preparation of monthly reports for articles financed
• Implementation of systems and procedures in order to record and manage all critical aspects in relation to your primary focus area.
• Render professional support and liaison with management and co-personnel. release
• Ensure strict compliance with the Employer’s protocol pertaining to the release of any vehicle, trailer, equipment and / or goods from the Employer’s premises.
• Ensure quality of documentation and securities
• Absolute confidentiality in the handling of customer’s information obtained through transactions and queries.
• Support Business Development Officer in meeting production targets of turnover, yield and non-interest-bearing income.
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