Client Services Manager | Woodmead

The Recruitment Council; Gauteng; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A leading Financial Services company is seeking a Client Services Manager in Gauteng, South Africa. The role involves managing office operations, maintaining client databases, and ensuring compliance with financial regulations. Ideal candidates will have strong administrative skills and experience in the financial planning industry. Join a dynamic team dedicated to exceptional service delivery.

Qualifications

• Strong administrative skills are essential.
• Attention to detail and client service ethic are crucial.
• Experience in the Financial Planning Industry is an advantage.

Responsibilities

• Manage the general running of the office.
• Maintain the client database and financial reports.
• Handle client queries and correspondence.
• Ensure compliance with FAIS and FICA regulations.
• Screen calls and manage office supplies.

Skills

Strong Administrative Skills

Attention to detail

Strong client service ethic

Communication skills

Job description

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 databasepilation 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.