Permanent
Client Support Specialist
Unknown, Unknown
unknown
Closing date not listed
About this role
Insurance and Investments - Other Insurance
Gauteng
FULL TIME
R228 000,00 - R264 000,00 (PER YEAR)
Approx Monthly Salary: R19 000,00 - R22 000,00
Job Summary
Minimum requirements:
* Matric (Mathematics at Matric level is advantageous).
* A BCom degree, CFP (Certified Financial Planner), or currently studying towards a CFP is essential.
* 1–2 years’ experience in the Financial Planning industry or in a similar role is essential.
* Administrative experience as an assistant to a Financial Advisor.
* Good understanding of financial products, including investments and life products.
* Proficient in Microsoft Word and Excel.
* Fully bilingual in English and Afrikaans.
Duties and responsibilities:
* Assists clients over the phone and via email correspondence, using web-based software.
* Delivers exceptional service that exceeds client expectations.
* Seeks proactive, innovative, and appropriate solutions, applying experience gained in the financial planning industry.
* Demonstrates excellent written and verbal communication skills.
* Supports clients on a daily basis, proficient in both Afrikaans and English.
* Adopts a client-centric approach when dealing with clients.
* Remains calm and well-spoken.
* Exhibits strong time and workflow management skills.
* Works effectively under deadlines.
* Manages own development to enhance competencies.
Please note that only candidates who meet all the requirements will be contacted for the opportunity.
Green Marble Recruitment Consultants
Recruiter