As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction. Providing Providing exceptional and professional client service to ensure all processes are followed timeously and accurately Outbound
a Contractual Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously Outbound
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant Consultant to join their team. If you have a passion for client relations and a good understanding of the financial for you. As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously and Outbound Ability to deal with all types of clients and have a good understanding of escalation channels
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant Consultant to join their team. If you have a passion for client relations and a good understanding of the financial for you. As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously and Outbound Ability to deal with all types of clients and have a good understanding of escalation channels
Attending to all existing client queries and request timeously and professionally thereby offering the recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per while always striving to treat the client fairly. Conducting client reviews in a FAIS compliant manner; account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by the various client needs and risk profile analysis tools and approaches used to meet client's varying financial
Attending to all existing client queries and request timeously and professionally thereby offering the recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per while always striving to treat the client fairly. Conducting client reviews in a FAIS compliant manner; account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by the various client needs and risk profile analysis tools and approaches used to meet client's varying financial
expected to also be a change agent and a knowledge ma Client Implementing New Hire Training design periodically Manage multiple accounts from various industries. Clients could be domestic or international. Liaise with with clients for feedback and content improvements. Execute program transition with new clients. Designing new hire intakes in short periods Liaise with clients to understand program objectives and milestones effectively implement all trainings. Operate with 1:10 Trainer ratio. Creating and implementing Employee development
expected to also be a change agent and a knowledge ma Client Implementing New Hire Training design periodically Manage multiple accounts from various industries. Clients could be domestic or international. Liaise with with clients for feedback and content improvements. Execute program transition with new clients. Designing new hire intakes in short periods Liaise with clients to understand program objectives and milestones effectively implement all trainings. Operate with 1:10 Trainer ratio. Creating and implementing Employee development
inclined to deliver the most trusted solutions to our clients and at the heart of why we exist lies our purpose: day-to-day planning, execution and delivery of client projects whilst managing scope, quality, schedules responsible for managing clients' expectations of projects, communicates effectively with clients, and applies effective mitigations for them. KEY RESPONSIBILITIES Client Solution Understands client problems at a project/ workstream research, generates insights, and presents these to clients and other stakeholders Applies advanced problem-solving
Purpose: To actively prospect potential home loan clients, through lead providers (agents and originators) potential clients 1. Using proactive prospecting methods: Create a strong network of potential clients through financial and emotional needs of the potential client by asking open ended questions and then actively to their responses 2. Pre-qualify the potential client through understanding their background situation by the potential client and the impact it is having on them 4. Should potential client not qualify, keep