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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