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Our Client a independant Wealth Firm has an exciting opportunity for an applicant who will be responsible for primarily performing the tasks that comprises of after sales service offering to customers, thereby contributing to the ongoing customer relationship.

The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice Service Model and Procedures. You will be required to hold a moderate level of technical knowledge to perform the role. The role needs excellent relationship management, secretarial and administrative skills.

Responsibilities:

• Interact with clients (management of relationships and providing client services)
• Commission Statement preparation and finalisation
• New business implementation
• Prepare risk and investment quotes
• Prepare client files
• Process client queries and instructions
• Administer all products
• Coordinate prospecting projects
• Research product information
• Maintain CRM system

Minimum requirements:

• Relevant BCom qualification / Diploma or similar 
• Minimum 2 year’s relevant work experience within the financial industry
• Excellent computer literacy and knowledge of MS Office – Excel, Word
• Proficient in both spoken and written English and at least one other of the official South African languages

Competencies required:

• Client services and telephone etiquette
• Planning and organizing skills
• Team-player
• Ability to work under pressure
• Time management skills