Jobs

    Client Services Manager - Sandton, South Africa - The Recruitment Council

    The Recruitment Council
    The Recruitment Council Sandton, South Africa

    Found in: Job Placements ZA C2 - 5 days ago

    the recruitment council background
    Description

    Are you a dynamic individual with a passion for client satisfaction and financial services? Our client has an amazing opportunity just for you Join a leading Financial Services company as a Client Services Manager, where you'll play a pivotal role in ensuring exceptional service delivery to our client's valued clientele.

    Duties and Responsibilities:

    • General running of the office.
    • Maintenance of client database.
    • Compilation of financial analysis and reports.
    • Website updates.
    • Uploading of monthly newsletter.
    • Managing client liaison / correspondence.
    • Ensuring client files are FAIS and FICA compliant.
    • Managing queries.
    • Screening calls.
    • Managing stationary and office supplies.
    • Presentation pack compilations for new client meetings.
    • Research for queries and reports.
    • Submission of instructions.
    • Follow-up until completion of each query and instruction.


    Requirements:

    • Strong Administrative Skills.
    • Attention to detail.
    • Strong client service ethic.
    • Ability to communicate with clients and suppliers to forge relationships.
    • Experience in the Financial Planning Industry is an advantage.
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