Strategic Client Liaison Specialist

4 days ago


Johannesburg, Gauteng, South Africa AFRIZAN Full time
Job Description:

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.
Key Responsibilities:

The successful candidate will be responsible for:

  1. Serving as the central point of contact for all non-advisory client matters
  2. Maintaining in-depth knowledge of each client account and providing tailored management
  3. Responding to client queries efficiently, providing clear timelines for resolution when necessary
  4. Overseeing case and time management to ensure prompt escalation of critical matters
  5. Keeping clients, advisers, and internal teams informed throughout all processes
  6. Applying critical thinking and problem-solving skills to ensure effective issue resolution
  7. Maintaining the highest level of confidentiality regarding client and internal information
  8. Monitoring client interactions to ensure service excellence across all touchpoints
  9. Managing and maintaining electronic client files, ensuring compliance with regulatory requirements
Key Skills and Qualifications:
  • 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
Benefits:

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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