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

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.