Client Support Specialist at Green Marble Recruitment

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.