Business Support Officer

2 weeks ago

Somerset West, South Africa Merand Corbett & Associates Full time

Western Cape, Somerset West

Do you have at least 1 year's experience in an office environment preferably within finance or insurance roles?

Are you able to provide high levels of professional support to the business in respect of inward queries and requests from clients and distribution partner / IFA’s?

THE ROLE

The Business Support Officer reports to the Client Service Manager and you will be supported through supervision, listening, training and development.

KEY DUTIES & RESPONSIBILITIES

The post holder is required to:
Client orientated with a strong sense of what service entails

Financial services background

A minimum of 2 years’ experience in para-planning and/ or offshore on-boarding in the financial firm

A tertiary qualification or relevant client services qualification is advantageous

Demonstrable communication skills both written and over the phone and video conference

Complete a range of administrative duties i.e. monitoring mail boxes and responding appropriately and timely/maintaining spreadsheets/preparing documentation and distributing.

Generating sales reports via Salesforce

Handling ad-hoc benefits requests

Opening investment accounts

Assisting with outstanding customer due diligence

Supporting incoming and outgoing mails / calls as required

Updating client information where required i.e. beneficiaries, contact details etc

Understanding the products, sales information, AML, supporting IFA’s

Obtaining valuations from 3rd parties

Undertaking the complaint and compliment queries. Record, manage and escalate

Responsible for actioning Terms of Business and ensuring the standard procedure has taken place

Responsible for processing / actioning change of adviser forms, Pension transfers, investment switches and appointment of DFM

Provide a high quality administrative support service as required

Undertaking housekeeping of electronic data

Providing sale support materials to IFA’s and BDM’s

RESPONSIBILITIES TO INCLUDE:
Supporting sales reports via Salesforce

On-boarding New Private Clients

Supporting incoming and outgoing mails / calls as required

Updating client information where required i.e. beneficiaries, contact details etc

Understanding the products, sales information, AML, supporting IFA’s

Obtaining valuations from 3rd parties

Undertaking the complaint and compliment queries. Record, manage and escalate

Responsible for actioning Terms of Business and ensuring the standard procedure has taken place

Responsible for processing change of adviser forms

Provide a high-quality administrative support service as required

Undertaking housekeeping of electronic data

Providing sale support materials to IFA’s and BDM’s

COMPETENCIES - THE POST HOLDER SHOULD HAVE:
Strong organisational, time management and communication skills

Ability to work independently and with a team

Good communication skills over the phone

Ability to work with confidential and sensitive data

Ability to work under pressure, multi-task and meet deadlines

Experience of working in and maintain good client relationships and delivering good service

High level of commitment and positive attitude

Exercise the highest ethical and safety standards when conducting your work, particularly where other

people are involved

Be energetic in your approach to performing a service to the Company

Present yourself professionally to fellow employees and clients of the Company

Interact respectfully with all persons in the business and all other persons dealing with the Company in whatever form

KEY BUSINESS PARTNERS

Client Service Team

Client Service Manager

SA and Guernsey Office colleagues

IFA’s and Clients

** ONLY THE SHORTLISTED CANDIDATES WILL BE CONTACTED **
- For more information please contact:

- Carin Walters

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