Client Support Specialist
Green Marble Recruitment Consultants
- R22 - R25 per month
- Permanent Intermediate EE position
-
Pretoria
- Posted 01 May 2024 by Green Marble Recruitment Consultants
- Expires in 18 days
-
Job 2565376 - Ref JHB002003
About the position
A software solutions company in Pretoria East is seeking a dynamic and well spoken Client Support Specialist, as they cater to the Financial Planning industry. Ideally someone coming from the financial planning industry, who has administrative experience as well. The ideal candidate is tech savvy, analytical, with an understanding of investment products, risks and shortfalls, fund management and liquidity. Studying towards CFP would be an advantage.
Minimum requirements:
- Knowledge of the Financial Planning industry.
- Administrative experience as an assistant to a Financial Advisor.
- Good understanding of financial products (investments and life products).
- Proficient in Microsoft Word and Excel.
- Maths at Matric level would be an advantage.
- B Com degree / CFP (Certified Financial Planner) or studying towards a CFP would be an advantage.
- Fully bilingual in English and Afrikaans.
Duties and responsibilities:
- Assisting clients over the phone as well as over email correspondence, using web-based software.
- Deliver exceptional service that exceeds the client’ expectations
- Seeking proactive, innovative, and appropriate solutions with experience gained in the financial planning industry.
- Excellent written and verbal communication skills.
- Support clients on a daily basis and should be proficient in both Afrikaans and English.
- Client centric approach when dealing with clients.
- Calm and well spoken.
- Good time and workflow management skills.
- Deadline driven.
- Manage own development to increase own competencies.
Desired Skills:
- CFP
- Financial Planning
- Investment
- Life products
- Financial Advising
- Pretoria
- Wealth creation
Employer & Job Benefits:
Green Marble Recruitment Consultants
About the agency
We are a pro-active, solution-driven organisation with a personalised strategy to suit individual requirements.
We are committed to entering into a partnership with you, to provide you with a stable staff complement, through quality placements and specialised services.
We pride ourselves in the fact that we can offer you the most innovative staffing solution possible, through the time we spend to gain an in-depth understanding of your recruitment needs.
We also believe in staying actively involved throughout the entire selection process and by doing that, emphasis is placed on providing a limited number of quality candidates appropriately matched to each position.
Our ultimate aim, purpose and drive remain the pairing of the perfect team across all industries in permanent positions.
Our Approach
• We spend quality time gaining in-depth understanding of your needs to deliver optimum results.
• We pro-actively implement a personalised strategy suiting your custom requirements.
• We enter into a committed partnership with you, providing staff compliment through
quality placements and extraordinary service.
• We stay actively involved throughout the entire selection process.
• We work according to project timelines and deliver results.
Our Values and Pride
• Trust
• Results driven
• Open and transparent communication
• Solution driven
• Reliability and honesty
• Ethical
• Professionalism
• Commitment
• Passion
• Pride
Our Services include:
• Recruitment of permanent staff across all areas and industries. We have specialist consultants amongst other: Finance, IT and Engineering.
• Spending quality time understanding the detail behind every vacancy received.
• Sourcing, advertising, and networking to provide the right skills.
• Screening Ad-response.
• Interviewing.
• Shortlisting.
• Coordination of the full process.
• Background checks.
• All negotiations, including salaries.
• Extending of offers.
• Declining of unsuccessful candidates.
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