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Service Consultant Manager
3 weeks ago
**Job description**:
Our client has an exciting opportunity for a Service Consultant Manager who will be responsible for administration of personnel, wealth, office processes and to assist the broker.
**Minimum requirements**:
- BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment
Management or BCom (Economics)
- 6 - 10+ year’s relevant work experience within the financial Services industry
- Valid driver’s license and own vehicle
- Proficient in both spoken and written English and at least one other of the official South African languages,
- Computer literacy (MS Office
**Key Skills**
- Management and support of 4Junior staff members.
- Develop and implement standard operating procedures and create efficiencies.
- Ensure adequate distribution of work across support staff.
- Conduct staff performance reviews, drive professional & organizational development initiatives.
- Arrange regular service and product provider training for staff.
- Ensure all advisers maintain high compliance levels and report where standards are not met.
- Ensure clients reviews are conducted according to SLA’s and duly documented as such.
- E-reviews of selected clients
- Updating of client data on MyPractice, including accuracy of life products prior to reviews
- Deal directly with clients to action any instructions following appointments, includes new business, as well as alterations.
- Ensure the efficient co-ordination and planning of client functions.
- General office management
**Salary**: R40,000.00 per month
Application Question(s):
- Do you Have a BCOM Degree
- Do you have RE5
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