Provide an effective service to clients by managing a portfolio of clients' facilitating trustee and advisory body meetings and providing advice on employee benefits related matters.
Requirements
- Relevant bachelors degree or equivalent
- 1 to 3 years Financial Service Experience
- Employee Benefit Consulting experience (Advantageous)
- Registered FAIS rep (Advantageous)
- Under the guidance of Principal or Senior Consultant provide effective service to clients.
- Assist the Senior Consultant and/or Consultant with the day-to-day activities required to manage a portfolio of clients taking ownership of all queries and ensure that they are resolved timeously.
- Build a network of relationships with service providers to ensure effective service delivery to clients. Provide consistent service delivery to ensure client retention and satisfaction.
- Assist with client invoicing and commission calculations ensuring that they are accurately calculated and allocated to clients.
- Check the retainer income invoicing of stand-alone funds to clients and any other ad-hoc services invoice excluded in the retainer.
- Prepare all agendas, minutes and file notes for client meetings ensuring quality and accurate reporting.
- Follow up on action items from client meetings ensuring that they are executed within agreed timelines.
- Facilitate re-broke process of all clients in portfolio and prepare re-broke report.
- Manage the section 14 process and ensure that they are processed within timeline as per legislation.
- Assist in the installation of new business ensuring efficiency and that everything is processed within agreed timelines.
- Under the guidance of the Principal or Senior Consultant, provide accurate, current advice and information regarding solutions to all clients/stakeholder.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Give input in the development of initiatives to improve or enhance the client experience.
- Make recommendations to improve client service and fair treatment of clients and their employees within area of responsibility.
- Ensure implementation, tracking and measurement of all client deliverables in line with service level agreement.
- Ensure accurate reports and documentation are provided to the clients as per agreement.
- Look out for new business opportunities and or cross selling opportunities under the guidance of the Senior or Principal Consultant.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Take responsibility for managing both reputational and financial risk as a result of interactions with both internal and external clients.
