Client Relations Specialist
3 days ago
Job Summary
Catch Recruit is seeking a highly skilled and experienced Client Relations Specialist to join our team. In this role, you will be responsible for providing exceptional client service and support to our clients, ensuring that their needs are met and exceeded.
Key Responsibilities
- Implement and manage administrative processes and controls in the office, including all transactions, queries, and reporting.
- Act as the point of contact for clients, ensuring the efficient delivery of client requirements on behalf of the Portfolio Manager(s).
- Capture and prepare client records and upload related documents on relevant client management tool i.e. xPlan.
- Perform all mandate completion and client onboarding steps with central operations team.
- Develop and maintain good verbal and written interaction with Advisor offices and central operations.
- Assist Portfolio Manager(s) with client reviews and provide support with general office management tasks.
- Coordinate case specific enquiries with internal/external product and service providers.
Requirements
- Relevant tertiary education or courses.
- Some years in the financial services industry will be advantageous.
- Excellent communication and interpersonal skills.
- Ability to multitask and work in a fast-paced environment.
- Strong analytical and problem-solving skills.
Working at Catch Recruit
At Catch Recruit, we value and prioritize our clients' needs and satisfaction. We are committed to providing exceptional service and support to our clients, and we are seeking a Client Relations Specialist who shares our values and is passionate about delivering outstanding results.
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