The Client Relationship Specialist role services all existing clients of the Company that form part of professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Representative giving advice and providing an intermediary service. Has been licensed for the following subcategories on a Category 1 FSP license Class of Business training completed as per Company and FSCA requirements
The Client Relationship Specialist role services all existing clients of the Company that form part of professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Representative giving advice and providing an intermediary service. Has been licensed for the following subcategories on a Category 1 FSP license Class of Business training completed as per Company and FSCA requirements
using required business software. Provide user training and assistance on operational systems Required
administration including all licensing requirements. Staff training and development. General administration i.e. EDMA
Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated Finance/Commerce 3-5 years experience in Financial services, with exposure to Invetsments, Sales, Analysis
Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated Finance/Commerce 3-5 years experience in Financial services, with exposure to Invetsments, Sales, Analysis
statements and management accounts Provide quality service to internal customers and liaise with other stakeholders
calling, quantifying and closing deals. Promote the services and products High administrative capability Record
calling, quantifying and closing deals. Promote the services and products High administrative capability Record
communication skills Good negotiation skills, client service