Reports to : Broker/Financial Planner/Branch general Manager
Based at : Gauteng/KZN/Western Cape
Occupational Category : Administration
Incentivised : Yes – optional commission

Assists Financial Planner with administrative functions and personal requests as applicable to ensure customer success in all aspect of new business , customer care & client liaison, portfolio preparation and management.

Your Role:

KEY RESULT AREAS

Customer Services

• Answers phones and respond to customer requests
• Process quotations, new business and proposals through appropriate channels
• Updates portfolio reviews, products information and customer details in the company customer relationship system (CRM and/or respective practice database “PIVOT”).
• Ensure all client records accurately maintained
• Provide customers with product, supplier and or service information via appropriate met...