Client relationship Consultant
Pro Talent
- Hillcrest, KwaZulu-Natal
- Permanent
- Full-time
- 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.
- 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 are essential.
- Must have a good telephone manner.
- Candidate must have good administration skills.
- 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, be 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.