Client Services Manager | Woodmead

Recruiter:

The Recruitment Council

Job Ref:

Client Services Mana..

Date posted:

Tuesday, March 19, 2024

Location:

woodmead, Gauteng, South Africa

Salary:

R 170 000 - R 180 000 Per Annum

SUMMARY:
Client Services Manager | Woodmead

POSITION INFO:

Are you a dynamic individual with a passion for client satisfaction and financial services? Our client has an amazing opportunity just for you! Join a leading Financial Services company as a Client Services Manager, where you''ll play a pivotal role in ensuring exceptional service delivery to our client''s valued clientele.

Duties and Responsibilities:

General running of the office.
Maintenance of client database.
Compilation of financial analysis and reports.
Website updates.
Uploading of monthly newsletter.
Managing client liaison / correspondence.
Ensuring client files are FAIS and FICA compliant.
Managing queries.
Screening calls.
Managing stationary and office supplies.
Presentation pack compilations for new client meetings.
Research for queries and reports.
Submission of instructions.
Follow-up until completion of each query and instruction.

Requirements:

Strong Administrative Skills.
Attention to detail.
Strong client service ethic.
Ability to communicate with clients and suppliers to forge relationships.
Experience in the Financial Planning Industry is an advantage.

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