Client Liaison Consultant (Temporary)

Recruiter:

Fouche & Co Recruitment

Job Ref:

DBN000241/JC

Date posted:

Friday, June 14, 2024

Location:

Umhlanga, South Africa

Salary:

8000 Monthly

SUMMARY:
La Lucia (Contract Position) - Our client, a prominent financial advisory firm, is actively seeking a Contractual Client Liaison Consultant to join their team on a 6-month Contract. If you have a passion for client relations and a good understanding of the financial services industry, this could be an exciting opportunity for you.

POSITION INFO:
As a Contractual Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously and accurately.

Responsibilities:

Calling on members exiting, entering, retiring and nearing retirement from retirement funds.
Providing the initial contact for benefits advice counselling.
Contacting members who responded to the system-generated SMS interface within 24 hours of the member responding.
Referring leads to the Company sales representatives that are generated when engaging with members during the benefit counselling process.
Communicating with fund consultants and/or employers (companies that member’s work for) in order to obtain outstanding contact information of members.
Customer service and support during the counselling process.
Comply with the Company processes and procedures relating to the counselling process which includes complying with the Workflow system requirements

Requirements:

Matric with Mathematics or Maths literacy above 80%
1 Year experience in financial services or Provident fund administration
Proficient in English and 2 other languages is compulsory
Good working knowledge of MS Office (Word, Excel, Outlook)
Customer service experience (KYC) – Inbound and Outbound
Ability to deal with all types of clients and have a good understanding of escalation channels

Please note that this position is for a fixed term of 6 months and cannot be guaranteed to be placed on a permanent basis.

Working Hours: 08:00 am - 17:00 pm

Remuneration: R8 000.00 - R10 000.00 monthly

**Only Shortlisted candidates will be contacted**

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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