Client Relationship Officer needed at Liberty Group South Africa

Purpose

• To deliver support services in order to improve the customer experience through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 1 – 2 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Additional Minimum Qualifications

Outputs

Process

• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Ensures that the customers are serviced according to the standard operating procedures.
• Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
• Proactively identify problems, apply known solutions and escalate more difficult problems.
• Plan for task execution and adjust priorities against an established plan.
• Prepare or compile agenda packs and documentation for Trustee/ManCom meetings.
• Assist with the compilation of minutes of Trustee/ManCom meetings.
• Assist with sourcing technical and legal advice to be provided to clients.
• Assist with daily administration issues on retirement funds in the portfolio.
• Facilitate the production and distribution of member benefit statements to clients.
• Assist with the annual rate review process on retirement funds.

Customer

• Liaise and interact with customers via approved communication channels in a positive and helpful manner.
• Build and maintain contact with customers to promote organisational products and services.
• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

• Contribute positively to own area-specific knowledge improvement.

Governance

• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.