Strategic Client Liaison Specialist
4 days ago
We are seeking a highly skilled and dynamic individual to fill the role of Strategic Client Liaison Specialist at AFRIZAN.
About the Role:- This is an exceptional opportunity for a professional with excellent communication skills to provide world-class service to clients, building strong relationships and ensuring seamless communication between clients and directors.
The successful candidate will be responsible for:
- Serving as the central point of contact for all non-advisory client matters
- Maintaining in-depth knowledge of each client account and providing tailored management
- Responding to client queries efficiently, providing clear timelines for resolution when necessary
- Overseeing case and time management to ensure prompt escalation of critical matters
- Keeping clients, advisers, and internal teams informed throughout all processes
- Applying critical thinking and problem-solving skills to ensure effective issue resolution
- Maintaining the highest level of confidentiality regarding client and internal information
- Monitoring client interactions to ensure service excellence across all touchpoints
- Managing and maintaining electronic client files, ensuring compliance with regulatory requirements
- Minimum of three years experience in a client support role within a wealth management firm
- Strong understanding of local and offshore investments, including unit trusts, money markets, and both compulsory and non-compulsory investments
- Exceptional attention to detail and critical thinking skills
- A driven personality with a commitment to excellence
- High emotional intelligence and strong communication skills in written and spoken English
- A proactive, solutions-focused approach with the ability to multi-task effectively
- Team player with a positive, client-focused attitude
We offer a competitive remuneration package and opportunities for growth and development. Our team is committed to excellence, and we encourage individuals who share our values to apply.
Note: All positions will be filled in accordance with our Employment Equity plan. We welcome applications from people with disabilities.
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