Client Services Manager | Woodmead
The Recruitment Council
- Woodmead, Johannesburg
- Permanent
- Full-time
- 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.
- 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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