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Client Liaison Consultant - KwaZulu-Natal, Umhlanga

Fouche & Co Recruitment
Umhlanga Rocks Umhlanga, KwaZulu-Natal eThekwini, South Africa
Closing date
Jul 6, 2024

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Job Role
Contract Type
Full Time
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant to join their team. If you have a passion for client relations and a good understanding of the financial services industry, this could be an exciting opportunity for you.
As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously and accurately.


  • Calling on members exiting, entering, retiring and nearing retirement from retirement funds.
  • Providing the initial contact for benefits advice counselling.
  • Contacting members who responded to the system-generated SMS interface within 24 hours of the member responding.
  • Referring leads to the Company sales representatives that are generated when engaging with members during the benefit counselling process.
  • Communicating with fund consultants and/or employers (companies that member's work for) in order to obtain outstanding contact information of members.
  • Customer service and support during the counselling process.
  • Comply with the Company processes and procedures relating to the counselling process which includes complying with the Workflow system requirements


  • Matric with Mathematics or Maths literacy above 80%
  • 1 Year experience in financial services or Provident fund administration
  • Proficient in English and 2 other languages is compulsory
  • Good working knowledge of MS Office (Word, Excel, Outlook)
  • Customer service experience (KYC) - Inbound and Outbound
  • Ability to deal with all types of clients and have a good understanding of escalation channels

Working Hours: 08:00 am - 17:00 pm

Remuneration: R8 000.00 - R10 000.00 monthly

Only Shortlisted candidates will be contacted
Desired Skills:
  • Maths Literacy 80% and above
  • Mathematics 60% and above
  • Proficient in English and 2 other languages
  • Customer Service Experience (KYC)

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