About this role
Role Overview
- Develop trust relationships with a portfolio of intermediaries
- Handling client service requests
- Continuously liaising with High Net Worth intermediaries
- Prompt handling and analysing of problems / complaints
- Handle inbound and outbound calls as per the agreed service level agreement (SLA)
- Provide guidance and training to intermediary panel
- Must be able to manage workflow and meet contracted deadlines
Requirements
- Matric / Grade 12
- Relevant financial qualification will be advantageous
- 3 years client relationship experience within the financial services industry
- Knowledge of Contractual and Discretionary products will be to your advantage
- Valid driver’s license essential and own reliable car
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Professional development
- Flexible working arrangements