Relationship Manager Client Services Specialist

3 semanas atrás


Natal, Rio Grande do Norte, Brasil Spane4all Tempo inteiro
Job Title: Relationship Manager Client Services Specialist Job Summary: As a Relationship Manager Client Services Specialist, you will be responsible for managing a portfolio of high revenue generating clients. You will devise, implement, and provide input into the customer relationship management strategy. This role requires a strong analytical mind, excellent communication skills, and the ability to thrive in a collaborative environment. Key Responsibilities: * Manage a portfolio of umbrella fund clients participating in the FNB Umbrella Fund * Provide input into client servicing strategy * Ongoing review of fund structure and group risk arrangements * Monitor onboarding process of new clients * Monitor section 14 transfers * Conduct member presentations * Responsible for client retention * Attend management committee meetings, as well as the preparation of agendas and minutes when required * Provide ongoing support to financial advisors on all aspects related to the FNB Umbrella Fund * Manage and resolve complaints * Knowledge of changes in legislation impacting the employee benefits environment * Knowledge of group risk benefit arrangements * Responsible for annual rate and fee review Requirements: * Relevant Bachelor's Degree NQF Level 7 * Minimum sub-categories: 1.7 Pension Fund Benefits, 1.1 Long Term insurance Subcategory A, 1.3 Long Term insurance Subcategory B1, and 1.22 Long Term insurance Subcategory B2 * Minimum 5 years' experience in Employee Benefits, ideally in a retirement fund consulting role * FAIS accredited (not acting under supervision) * CFP an advantage (but not required) * RE 5 * Person must not be an unrehabilitated insolvent. In accordance with National Credit Act (NCA), candidates applying for this role will require a credit record check What We Offer: * Opportunities to network and collaborate * A challenging working environment that is progressive and agile * Opportunities to innovate where initiative is taken and owned end to end How to Apply: If you are interested in taking the next step, please submit your application. We look forward to engaging with you. Disclaimer: All appointments will be made in line with FirstRand Group's Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities.

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