Client Engagement:

• Develop and maintain long-term relationships with clients.
• Arrange regular meetings with clients to review their financial plans and goals.
• Address client inquiries and resolve issues promptly.
• Maintain consistent and ongoing client communication.

 Financial Planning Support:

• Collaborate with financial planners to create and update client financial plans.
• Compile client documents and summaries for portfolio management.
• Compile and distribute documentation on request.
• Generate client plans and portfolios.

 Client Onboarding:

1. • Manage the onboarding process for new clients, ensuring a smooth transition.
   • Gather and verify client information and documentation.
   • Collecting and maintaining client records and information
   • Set up client accounts and ensure all necessary paperwork is completed.

 Client Retention:

1. • Monitor client satisfaction and proactively address any concerns.
   • Implement strategies to retain clients and enhance their loyalty.

 Compliance and Documentation:

1. • Ensure all client interactions and transactions comply with regulatory requirements.
   • Generating and completing of needs internal and external agreements and documentation
   • Maintain accurate and up-to-date client records and documentation.
   • Prepare reports and documentation for internal and external audits.
   • Adhere to all company processes and policies

 Systems

1. • Maintenance and uploading of client records and profiles on a continuous basis.
   • Maintaining of system information
   • Maintain system integrity and security

 Additional Responsibilities:

• Attend training sessions as required to stay updated on industry practices and regulations.
• Handle inbound and outbound telephone communications professionally.
• Prepare reports and documentation for internal and external audits.
• Adhere to all company processes and policies to ensure smooth operations.

 Skills and Qualifications:

• Strong organizational and multitasking skills.
• Excellent communication and interpersonal skills.
• Proficiency in office management software.
• Ability to handle financial transactions and compliance.
• Experience in client service and administrative tasks.