EB Manager/ Senior EB Consultant -Relationship Manager - servicing designated clients

 

Recruiter:

Execuplace Appointments

Job Ref:

915

Date posted:

Monday, May 2, 2022

Location:

Johannesburg, South Africa

Salary:

-R500K negotiable


SUMMARY:
EB Manager - Senior Consultant \ Relationship Manager - servicing designated clients

JOB DESCRIPTION:

Our client, a dynamic Financial Services Provider seeks to employ an EB Manager -
Senior Consultanting role(Relationship management) of designated clients, 

Duties

Grow relationships

  • Responsible for servicing and retaining the major client assigned to them
  • Responsible for identifying enhancements and implementing where approved
  • Track SLA delivery and manage accordingly at all levels including Employer and Employee
  • Ensure all required information reaches clients and relationship is developed

Reduce Unresolved Queries

  • Stakeholder engagement for clients i.e. PFA, FSCA, Other
  • Resolution of escalated queries and/or communicating with clients on problem areas
  • Treating stakeholders with care and in line with TCF, POPI and othe applicable legislation


Effective - Solution Driven

  • Manage delivery and query resolution to avoid complaints/escalations
  • Demonstrate commitment and determination to providing solutions to clients
  • Will be required to perform other functions from time to time.

Efficiency - Delivery Management

  • To be punctual, meetings with internal and external service providers to remain current
  • Costs to be considered, demonstrating most effective methods for servicingt client
  • ensure comprehensive and speedy resolution to client queries
  • Internal and external reporting to be submitted timeously - escalating where necessary

NEW COMPANY BRAND

  • Professional communication, updating client, well presented and knowledgeable on Fund
  • Annual planner for client and managing expected delivery internally and with client
  • Identify gaps and map possible solutions for client/and or internal processes
  • Improve client experience of the Company by streamlining processes and delivery

Competencies required :

  • Matric
  • Excel
  • Communication (Written and Verbal)
  • English (Business writing and e mail etiquette)
  • Stakholder management (CRM)
  • Industry knowledge and experience
  • Accuracy and attention to detail
  • Judgement and Decision making
  • Working under pressure and deadline driven
  • Organisational skills/Planning and prioritising
  • Interpersonal Skills
  • Setting goals
  • Cross team collaboration
  • Innovation
  • Management of time

QUALIFICATION

  • Relevant B Com or Bachelor''''''''s Degree, MBA Preferable
  • 10 years''''experience in a similar position
  • EB experience
  • Financial Acumen
  • Certified Financial Planner (NQF Level 5) and other professional requirements
  • RE1 & RE5 Qualification
  • Employee Benefit Consulting experience of 10 years'''' essential
  • Excellent command of English
  • 5 years''''experience in Retirement Fund industry/Employee Benefits
  • Ability to work independently and as a team member
  • Knowledge of other SA Legislation
  • Solving skills
  • Excellent communication skills (verbal and written)
  • The incuumbent may not be someone previously removed from an office of trust based on misconduct involving dishonesty
  • The incumbent may not hold a criminal record

Organisational Values :

  • Ensure adherence to al organisational objectives
  • Devote the whole of your time, attention and abilities during working hours to discharge of your duties with strict accuracy.
  • Use your best endeavours to properly conduct, improve, extend, develop, promote, protect and preserve the business interest, reputation  and goodwill of the Company
  • Any other duties as determined by the business needs to particpate in all organisation events as required.

 

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



 

 

 

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