About the position
CLIENT SUPPORT SPECIALIST
Location: Pretoria East
NON-NEGOTIABLE REQUIREMENTS:
- BCom degree, CFP, or studying towards CFP is a must.
- 1–2 years’ experience in the Financial Planning industry or in a similar role is essential.
ROLE OVERVIEW:
Join as a dynamic, tech-savvy Client Support Specialist, providing top-notch support to financial planning clients.
With strong administrative skills and a solid understanding of investments, fund management, and risk, you will deliver exceptional service, resolve client queries confidently, and thrive under tight deadlines.
Minimum requirements:
- Matric (Mathematics at Matric level is advantageous).
- A BCom degree, CFP (Certified Financial Planner), or currently studying towards a CFP is essential.
- 1–2 years’ experience in the Financial Planning industry or in a similar role is essential.
- Administrative experience as an assistant to a Financial Advisor.
- Good understanding of financial products, including investments and life products.
- Proficient in Microsoft Word and Excel.
- Fully bilingual in English and Afrikaans.
Duties and responsibilities:
- Assists clients over the phone and via email correspondence, using web-based software.
- Delivers exceptional service that exceeds client expectations.
- Seeks proactive, innovative, and appropriate solutions, applying experience gained in the financial planning industry.
- Demonstrates excellent written and verbal communication skills.
- Supports clients on a daily basis, proficient in both Afrikaans and English.
- Adopts a client-centric approach when dealing with clients.
- Remains calm and well-spoken.
- Exhibits strong time and workflow management skills.
- Works effectively under deadlines.
- Manages own development to enhance competencies.
Please note that only candidates who meet all the requirements will be contacted for the opportunity.
We look forward to receiving your application!
Desired Skills:
- financial planning
- client support
- financial planner
- financial admin
