Client Relationship Consultant

2 weeks ago


Hillcrest, South Africa Pro Talent Full time

**CLIENT RELATIONSHIP CONSULTANT**

Financial Services

Hillcrest, KZN

**Key Focus**: To offer exceptional personalised service daily to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all funds, products and processes.

**KEY OBJECTIVES**:

- Provide support and assistance with all products, services and processes
- Provide relevant feedback from financial advisors and the marketplace.
- Resolve queries from financial advisors, investors/potential investors.
- Provide support to the national consultant team, where necessary.
- Liaise between the admin department and the investors, financial advisors and the consulting team whenever necessary.
- Process all instructions from both financial advisors and investors accurately and within daily cut off times and deadlines.

**REQUIREMENTS**:

- Unit Trust/Investment background and experience would be an advantage.
- Client service experience is essential.
- Ability to work as a member of a team.
- Excellent verbal and written communication skills are essential.
- Must have a good telephone manner.
- Proficiency in Microsoft Excel and Word is necessary.
- Ability to function well under pressure and ability to adhere to deadlines is essential as this is a high paced environment.



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