Job Description
About the Role
As a Client Relationship Consultant at Durpro Workforce Solutions, you will offer exceptional personalised service to financial advisors, clients, potential investors, and internal teams through efficient and effective verbal and written communication on all local and offshore funds, products, and processes. You will proactively assist and support team members in delivering a high level of personalised service to enhance the client experience.
Key Responsibilities
- Deliver a high level of personalised service to financial advisors, clients, and potential investors
- Professional and high-quality client interactions through all communication methods, phone calls, and email correspondence
- Ensure clients understand our requirements and processes through managing their expectations
- Provide accurate information to clients and advisors at all times
- Attend to all instructions allocated ensuring deadlines are adhered to
- Ensure call monitoring logs are maintained to facilitate personalised client interactions
- Adhere to processes to ensure the company and clients are protected
- Ensure client instructions and queries are resolved in the shortest possible time to enhance client experience
- Ensure instructions and queries are managed until resolution
Requirements
- Completed undergraduate degree, preferably in commerce/finance
- Unit Trust/Investment background and experience would be an advantage
- Client service experience is essential
- Ability to work as a member of a team
- Excellent verbal and written communication skills and telephone manner essential
- Proficiency in Microsoft Excel and Word necessary
- Ability to function well under pressure and ability to adhere to deadlines is essential as this is a high-paced environment
Qualifications
- Completed undergraduate degree, preferably in commerce/finance
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Other Insurance Jobs in Kwazulu-Natal
The Other Insurance (OI) sector plays a vital role in the financial services industry, providing an essential layer of protection for individuals and businesses. In Kwazulu-Natal, South Africa, this field is generally in high demand, with many companies requiring OI professionals to manage their risk management and insurance operations.
Typically, salaries for Other Insurance positions in Kwazulu-Natal can range from R500 000 to R1 500 000 per annum, depending on factors such as experience, company size, and industry sector. However, please note that these figures are only a general guide and actual salaries may vary widely due to the unique requirements of each employer.
Common skills required for an OI role in Kwazulu-Natal include: business acumen; excellent communication and interpersonal skills; technical knowledge of insurance products and policies; analytical and problem-solving abilities; strong attention to detail and organisational skills; a proven track record of managing risk; and experience with regulatory requirements. These skills are generally accepted as industry standards, but individual employers may place varying emphasis on different qualifications.
The OI sector is often found in industries such as financial services, technology, manufacturing, and construction, where companies require robust insurance solutions to mitigate risk and ensure operational continuity. In Kwazulu-Natal, these sectors are well-represented, providing a diverse range of job opportunities for OI professionals.
In terms of career development, OI roles can provide a solid foundation for progression into more senior positions within the financial services industry or related fields. Many companies offer training and development programs to support employee growth, while also providing opportunities for internal mobility and advancement. For those looking to transition into an OI role from another industry or function, common starting points include risk management, underwriting, or broking.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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