Customer Service Liaison

2 days ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time

The Recruitment Council is seeking a highly organized and detail-oriented individual to join our team as an Administrative Support Specialist.

Company Overview: As a leading recruitment agency, we strive to provide exceptional services to our clients and candidates. Our team of experts works tirelessly to connect talented individuals with exciting opportunities.

Salary: We offer a competitive salary range of $60,000 - $80,000 per annum, depending on experience.

Job Description:

We are looking for a skilled Administrative Support Specialist to provide crucial administrative support to our advisors. This role involves managing client service-related processes, ensuring efficient execution and timely delivery.

Key Responsibilities:

  • Draw investments and risk quotes to assist advisors in offering the best solutions to clients.
  • Prepare and organize new business files, including applications, for advisors.
  • Submit new business applications and manage the entire process to ensure timely execution.
  • Manage existing business queries, providing updates to advisors and clients promptly.
  • Ensure compliance documents are received, properly stored, and organized.
  • Perform general administrative duties across all product lines offered to clients.
  • Liaise with product providers, clients, and suppliers to ensure smooth operations.
  • Assist in preparing for quarterly and annual compliance audits, ensuring all necessary documentation is in place.

Required Skills and Qualifications:

  • At least 5 years of experience as a Service Consultant in the financial planning industry.
  • Experience with X-Plan or similar industry-related tools would be an advantage.
  • Strong computer literacy and familiarity with office software.

Benefits:

  • A dynamic and supportive work environment.
  • Ongoing training and development opportunities.
  • A competitive salary package.

Others: If you're a motivated and detail-oriented individual with excellent communication skills, we encourage you to apply for this exciting opportunity.



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