Client Relationship Consultant

Purpose: To offer exceptional personalised service to financial advisors, clients, potential investors and internal teams through efficient and effective verbal and written communication on all local and offshore funds, products and processes and to proactively assist and support team members.

KEY RESPONSIBILITIES:
Personalised service and enhanced client experience
o Deliver a high level of personalised service to financial advisors, clients and potential investors
o Professional and high-quality client interactions through all communication methods – phone calls and email correspondence
o Ensure clients understand our requirements and processes through managing their expectations
o Provide accurate information to clients and advisors at all times

Instruction/query management
o Attend to all instructions allocated ensuring deadlines are adhered to
o Ensure call monitoring logs are maintained to facilitate personalised client interactions
o Adhe...