Client Support Specialist

Bebeeresearcher; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services company in Johannesburg seeks a Client Support Specialist to aid Wealth Managers in providing exceptional client service. The role includes conducting research, managing client financial data in the CRM, and preparing important documentation for Financial Planners. Candidates must possess strong research skills, attention to detail, and excellent communication abilities. Benefits include a competitive salary and ongoing training opportunities in a supportive environment.

Benefits

Competitive salary and bonus structure

Ongoing training and development opportunities

Supportive work environment

Qualifications

• Ability to work effectively in a team environment.
• Maintain confidentiality when dealing with sensitive client information.

Responsibilities

• Conduct research to inform client reports and records of advice.
• Upload client financial information onto the CRM system.
• Prepare portfolio analysis for Financial Planners.
• Draft records of advice documents for Financial Planners.
• Support the client review process for Financial Planners.
• Handle top-up investments.
• Prepare meeting packs and minutes of meetings.
• Assist with compliance officer visits and operational reporting.

Skills

Strong research skills

Attention to detail

Excellent communication abilities

Job description

Job Title :

Client Support Specialist

About the Role :

The Client Support Specialist plays a vital role in supporting Wealth Managers in delivering exceptional client service.

Key Responsibilities :

• Conducting research to inform client reports and records of advice.
• Uploading client financial information onto our CRM system.
• Preparing portfolio analysis for Financial Planners.
• Drafting records of advice documents for Financial Planners.
• Supporting the client review process for Financial Planners.

In addition to these tasks, the successful candidate will also be responsible for handling top-up investments, freeing up time for Wealth Managers, preparing meeting packs, minutes of meetings, risk management record keeping, operational reporting, telephonic query resolution, assistance with compliance officer visits, and general administrative duties as required.

What We're Looking For :

To succeed in this role, you will require strong research skills, attention to detail, and excellent communication abilities.

You will also need to be able to work effectively in a team environment and maintain confidentiality when dealing with sensitive client information.

Benefits :

• Competitive salary and bonus structure.
• Ongoing training and development opportunities.
• A dynamic and supportive work environment.

How to Apply :

If you are a motivated and organized individual with a passion for delivering exceptional client service, we would love to hear from you.

Please submit your application, including your resume and cover letter, to us by (insert date).