Client Relationship Consultant

SUMMARY:
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POSITION INFO:

Purpose: To offer exceptional personalised service to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all local and offshore funds, products and processes and to proactively assist and support team members.

KEY RESPONSIBILITIES:
Personalised service and enhanced client experience
o Deliver a high level of personalised service to financial advisors, clients and potential investors
o Professional and high-quality client interactions through all communication methods – phone calls and email correspondence
o Ensure clients understand our requirements and processes through managing their expectations
o Provide accurate information to clients and advisors at all times

Instruction/query management
o Attend to all instructions allocated ensuring deadlines are adhered to
o Ensure call monitoring logs are maintained to facilitate personalised client interactions
o Adhere to processes to ensure the company and clients are protected
o Ensure client instructions and queries are resolved in the shortest possible time to enhance client experience
o Ensure instructions and queries are managed until resolution

Product/process knowledge
o Ensure knowledge of all products, legislation and processes
o Ensure knowledge and understanding of all functions within the team including International Investment Mandate (IIM) and IFA requirements
o Adherence to business policies and procedures – POPI

Team support
o Communicate effectively within the team and offer assistance or support where possible
o Assist team members with any instructions of queries in their absence
o Assist with mentoring less experienced team members to ensure standards are maintained

Personal development
o Ensure continuous development of capabilities and knowledge through available sources
o Identify opportunities to enhance learning and development
o Identify projects to participate in for further development
o Identify opportunities to use knowledge and skills to add value to team

REQUIREMENTS:
• Candidate must have completed, or currently be completing, an undergraduate degree, preferably in commerce/finance.
• 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 and telephone manner essential.
• 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.
• Candidate must be well organized, able to prioritize tasks, demonstrate a proactive approach to problems and have the ability to achieve depth of learning and self-development within role.
• Candidate must exhibit meticulous attention to detail