Client Support Specialist

3 weeks ago


Pretoria, South Africa Green Marble Recruitment Consultants Full time

**Minimum requirements**:

- Knowledge of the Financial Planning industry.
- Administrative experience as an assistant to a Financial Advisor.
- Good understanding of financial products (investments and life products).
- Proficient in Microsoft Word and Excel.
- Maths at Matric level would be an advantage.
- B Com degree / CFP (Certified Financial Planner) or studying towards a CFP would be an advantage.
- Fully bilingual in English and Afrikaans.

**Duties and responsibilities**:

- Deliver exceptional service that exceeds the client’ expectations
- Seeking proactive, innovative, and appropriate solutions with experience gained in the financial planning industry.
- Excellent written and verbal communication skills.
- Support clients on a daily basis and should be proficient in both Afrikaans and English.
- Client centric approach when dealing with clients.
- Calm and well spoken.
- Good time and workflow management skills.
- Deadline driven.
- Manage own development to increase own competencies.



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