Client Specialist /Paraplanner

Recruiter:

Top Vitae

Job Ref:

1249374557

Date posted:

Friday, November 12, 2021

Location:

Port Elizabeth, South Africa

SUMMARY:
-

POSITION INFO:

The Client Specialist has the responsibility of servicing all existing clients. They need to provide excellent service to the clients in order to not only retain the current book but to assist in growing the book.

The Client Specialist is seen as an extension of the Investment Specialist and assists them from an administrative perspective.

Responsibilities:

To attend to all existing client queries
Prepare and check all deal packs as well as attending and following up on outstanding requirements e.g.FICA.
Conducting client reviews in A FAIS complaint manner – during the reviews to look out for additional business that can be obtained from the client.
All paperwork to be filled out before a client meeting
Develop personal relationship with clients
Liaison calls to grow business relationship
To advise clients on any urgent matters
Setting up appointments and assisting clients with will amendments.

Requirements:

Matric
A finance or tertiary education will be advantageous
Previous administration experience in an insurance, financial planning or investment environment.
Excellent communication and client liaison skills.

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

Similar jobs you might be interested in:

Paraplanner
Location: Port Elizabeth
Salary:
We invite candidates to apply for the paraplanner position in Port Elizabeth.
21 days ago

Purchasing Specialist
Location: Port Elizabeth
Salary:
3 days ago

Client Services Manager: Occupational Health Nurse
Location: Port Elizabeth
Salary: Monthly
Our client in the medical insurance industry is currently looking to employ a client Services Manager: Occupational Health Nurse based in Port Elizabeth.A wonderful career opportunity awaits you.
4 days ago

Business Development Consutant x 2 (George)
Location: Port Elizabeth
Salary:
Role PurposeBusiness Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by the client. Business Development Consultants advise primarily on motor and household domestic insurance.
11 days ago

Business Development Consutant x 10 (Port Elizabeth)
Location: Port Elizabeth
Salary:
Role PurposeBusiness Development Consultants are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down by The client. Business Development Consultants advise primarily on motor and household domestic insurance.
12 days ago

Business Development Consultant (Port Elizabeth)
Location: Port Elizabeth
Salary:
Our client is looking for Business Development Consultants go join their team in Port Elizabeth
18 days ago

HOD of Quality/Quality Specialist/Quality Manager/Quality Engineer
Location: Uitenhage
Salary: Monthly
Our client is seeking a experienced HOD of Quality/Quality specialist/Quality Manager/Quality Engineer.
27 days ago

Environmental Specialist
Location: Port Elizabeth
Salary: Negotiable Monthly
Our client in the manufacturing sector is seeking an Environmental specialist to join their team in Gqeberha
7 days ago

Client Specialist /Paraplanner

Similar jobs you might be interested in:

Create a free job alert for Client Specialist /Paraplanner in Port Elizabeth

Jobseekers

Recruiter

General