Client Relationship Assistant- Financial Services I Umhlanga

Overview

We are partnering with our client in the search for a Client Relationship Assistant to join their team based in Umhlanga Rocks. The ideal candidate will have proven experience within the wealth management environment, with strong attention to detail, confidence, and a professional yet personable approach. The role requires efficiency, proactivity, and the ability to build strong client relationships while supporting the wider team’s success.

Responsibilities

• Serve all existing private clients allocated to the Wealth Team’s client book as the primary point of contact.
• Provide first-class service to clients, maintaining and increasing market share in Funds Under Management and fostering trust and goodwill by understanding client needs and offering appropriate products and services.
• Follow up on and close appointments from qualified leads to enable Wealth Specialists to engage with clients and sign new business.
• Contact allocated qualified leads and set up and close appointments with potential clients for the Wealth Specialist.
• Attend to all existing client queries and requests promptly and professionally, delivering high levels of service.
• Handle, maintain and track all leads for the Wealth Specialist team to ensure timely contact and follow-up in line with company timelines.
• Maintain reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figures.
• Liaise with all clients allocated to the Wealth Specialist team per company guidelines.
• Utilise the Company CRM package fully and accurately.
• Arrange and confirm appointments for the Wealth Specialist and ensure correct paperwork for all set appointments and reviews.
• Check deal packs, cover schedules and will applications submitted by Wealth Specialists for completeness before submission to the Regional Administration Manager for final checking.
• Assist in fulfilling any outstanding requirements to complete deals.
• Understand all Company products to answer client queries effectively.
• Ensure compliance with Financial Services Board regulations and the FAIS Act in all new business administration and when handling terminations and complaints, always treating clients fairly.

Requirements

Minimum qualifications

Preferred Qualifications

Knowledge and skills required

Benefits

Location : Durban, KwaZulu-Natal, South Africa

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