Posted on: 09 April 2024
ID 911786

Client Service Manager - Queenstown MMH240408-4

Role Purpose

Manage the day-to-day activities of client service delivery through effective people and service management in order to foster client centricity, increased productivity and enable operational excellence.

Requirements

Qualifications
  • Diploma in business management
  • FAIS related qualification or Regulatory Exam (preferred)
Duties and Responsibilities
  • Manage the delivery of efficient client service administration processes and procedures.
  • Manage the adherence and compliance to company polices, instructions and relevant legislation within all the client service functions
  • Monitor and manage the achievement of service level agreements to ensure excellence in the client services function.
  • Develop tactical plans to enhance or improve the client experience within the Branch.
  • Coach and guide the Client Services team to effectively utilise client service interactions to improve client retention and repeat business activities.
  • Ensure client information is accurately and timeously captured on the relevant system.
  • Check and approve the relevant documentation to support the client service process in line with business and risk management practices.
  • Manage the execution of client requests within the agreed timeframes, quality standards and legislation.
  • Manage the leads generation and management process through active monitoring, encouragement, reporting and follow-up.
  • Embed the Treat Clients Fairly outcomes in the client service environment as stipulated by the Financial Services Board.
  • Actively manage the client satisfaction index to ensure the satisfaction of the clients.
  • Review and authorise all financial and non-financial transactions processed by the Client Service Consultant
  • Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organised.
  • Analyse and report on the status of client services within the branch.
  • Effectively manage time and ensure optimal productivity.
-346021336

Occupation:
Finance jobs


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