Client Relationship Consultant - Hillcrest, South Africa - Pro Talent

Pro Talent

Verified Company

Hillcrest, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

CLIENT RELATIONSHIP CONSULTANT
Financial Services

Hillcrest, KZN

Key Focus:

To offer exceptional personalised service daily to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all funds, products and processes.

KEY OBJECTIVES:

Provide support and assistance with all products, services and processes
Provide relevant feedback from financial advisors and the marketplace.
Resolve queries from financial advisors, investors/potential investors.
Provide support to the national consultant team, where necessary.
Liaise between the admin department and the investors, financial advisors and the consulting team whenever necessary.
Process all instructions from both financial advisors and investors accurately and within daily cut off times and deadlines.

REQUIREMENTS:

Unit Trust/Investment background and experience would be an advantage.
Client service experience is essential.
Ability to work as a member of a team.
Excellent verbal and written communication skills are essential.
Must have a good telephone manner.
Proficiency in Microsoft Excel and Word is necessary.
Ability to function well under pressure and ability to adhere to deadlines is essential as this is a high paced environment.