Project Manager/Accounts

Green Marble Recruitment Consultants; Gauteng; Hybrid; ZAR 180,000 - 240,000; Full time

Job summary

Green Marble Recruitment Consultants is seeking a dedicated support specialist to assist Financial Advisers using a wealth management system in Gauteng, South Africa. You will provide telephone and email support, investigate adviser queries related to planning functionality, and help with Financial Needs Analysis and portfolio questions.

Additionally, you will interpret system outputs for advisers, troubleshoot software issues with internal teams, and strive to deliver professional,

Responsibilities

• Provide telephonic and email support to Financial Advisers on the wealth management system.
• Investigate and resolve adviser queries relating to wealth planning functionality and calculations.
• Assist advisers with Financial Needs Analysis (FNA), investment, retirement, risk and portfolio-related system queries.
• Interpret financial planning information and assist users in understanding system outputs.
• Troubleshoot software-related issues and liaise with internal technical teams where required.
• Deliver professional, accurate and client-focused support.
• Build strong relationships with financial advisers and wealth professionals.
• Ensure queries are resolved efficiently while maintaining exceptional service levels.

Job description

Duties and responsibilities:

• Provide telephonic and email support to Financial Advisers on the wealth management system.
• Investigate and resolve adviser queries relating to wealth planning functionality and calculations.
• Assist advisers with Financial Needs Analysis (FNA), investment, retirement, risk and portfolio-related system queries.
• Interpret financial planning information and assist users in understanding system outputs.
• Troubleshoot software-related issues and liaise with internal technical teams where required.
• Deliver professional, accurate and client-focused support.
• Build strong relationships with financial advisers and wealth professionals.
• Ensure queries are resolved efficiently while maintaining exceptional service levels.

Please note that only candidates who meet all the requirements will be contacted for the opportunity.