Client Services Manager | Woodmead

The Recruitment Council; Sandton; On-site; USD 1 000 - 4 000; Full time

Job summary

An established industry player is seeking a dynamic Client Services Manager to enhance client satisfaction in the financial services sector. This role offers a unique opportunity to manage office operations, maintain client databases, and ensure compliance with industry regulations. If you have a strong administrative background and a passion for client service, this position is perfect for you. Join a forward-thinking company where your contributions will directly impact client relationships and service delivery, making a difference in the financial landscape. Embrace this opportunity to grow and excel in a supportive environment focused on excellence.

Qualifications

• Strong administrative skills and attention to detail are essential.
• Experience in the financial planning industry is a plus.

Responsibilities

• Manage office operations and maintain the client database.
• Compile financial analysis, update the website, and manage client correspondence.
• Ensure compliance with FAIS and FICA regulations.

Skills

Administrative Skills

Attention to Detail

Client Service Ethic

Communication Skills

Financial Planning Experience

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:

1. General running of the office.
2. Maintenance of client database.
3. Compilation of financial analysis and reports.
4. Website updates.
5. Uploading of monthly newsletter.
6. Managing client liaison / correspondence.
7. Ensuring client files are FAIS and FICA compliant.
8. Managing queries.
9. Screening calls.
10. Managing stationary and office supplies.
11. Presentation pack compilations for new client meetings.
12. Research for queries and reports.
13. Submission of instructions.
14. Follow-up until completion of each query and instruction.

Requirements:

1. Strong Administrative Skills.
2. Attention to detail.
3. Strong client service ethic.
4. Ability to communicate with clients and suppliers to forge relationships.
5. Experience in the Financial Planning Industry is an advantage.