Client Relationship Manager

Client Engagement: Act as the primary point of contact for clients, managing communications, setting up meetings, and building strong client relationships.
Client Support: Handle client queries promptly and foster ongoing relationship-building efforts to ensure client satisfaction.
Process Paperwork: Obtain necessary forms for withdrawals, switches, retirement, transfers, additions, change of details and compliance forms, etc.
Provider Coordination: Follow up with service providers, obtain necessary policy, product, and investment information, and ensure that all details are accurate and up-to-date.
Team Collaboration: Work closely with the financial planning team to ensure that all administrative tasks are completed accurately and on time, supporting the overall efficiency of the team.
Qualifications:

Matric
Level 5 Higher Certificate in Financial Planning/Wealth Management Certificate (or equivalent) would be a distinct advantage.

Experience:

A background collaborating with financial planners in an individual business capacity (not corporate/employee benefits).
A minimum of 5 years' experience.
Tech-savviness with tools like XPlan or financial planning software, Astute, Outlook, Word, and Excel.

This is a salaried position, ensuring your financial stability and job satisfaction.
Job Type: Permanent
#J-18808-Ljbffr