Business Support Officer

Recruiter:

Merand Corbett & Associates

Job Ref:

CPT000495/LD

Date posted:

Friday, July 2, 2021

Location:

, South Africa

SUMMARY:
An exciting opportunity has become available within a top International Financial Services Company, who is seeking a Business Support Officer to join their team.

POSITION INFO:

Key Duties and Responsibilities

Client orientated with a strong sense of what service entails
Financial services background is an advantage but not a requirement
A minimum of 2 years’ experience in client relations or sales support role
A tertiary qualification or relevant client services qualification is advantageous but not a requirement
Demonstrable communication skills both written and over the phone
Complete a range of administrative duties i.e. monitoring mail boxes and responding appropriately and timely/maintaining spreadsheets/preparing documentation and distributing.
Generating sales reports via Salesforce
Supporting incoming and outgoing mails / calls as required
Updating client information where required i.e. beneficiaries, contact details etc.
Understanding the products, sales information, AML, supporting IFA’s
Obtaining valuations from 3rd parties
Undertaking the complaint and compliment queries. Record, manage and escalate
Responsible for actioning Terms of Business and ensuring the standard procedure has taken place
Responsible for processing / actioning change of adviser forms, Pension transfers, investment switches and appointment of DFM
Provide a high quality administrative support service as required
Undertaking housekeeping of electronic data

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