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Clients Relations Officer

Closed for applications
Job details

Contract Type

Description
ACADEMIC QUALIFICATIONS
  • Bachelor’s degree in a Business-related degree.
JOB SKILLS AND REQUIREMENTS
  • Interpersonal and Communication skills
  • Time management skills
  • Good negotiation skills
  • Good relationship skills
  • Strong organizational and report-writing abilities.
PROFESSIONAL QUALIFICATIONS
  • TDPK
  • CII/IIK Qualifications will be an added advantage
EXPERIENCE

At least 5 years’ relevant experience



  • Ensure compliance with the regulations as set out by the Authorities for all Pension accounts.
  • Enhance client relationship through Implementation of client servicing strategies to enhance customer experience.
  • Advice Trustees on changes in the Retirement Benefits legislation and institute changes in legal documents, contracts and Service Level Agreements.
  • Segregate and prioritize management of key clients, train and supervise account handlers on management of the accounts.
  • Arrange organize presentations for training sessions including, pre-retirement training, personal financial management, in-house trustees training seminars and general member education.
  • Organize, prepare, attend and make presentations on quarterly scheme performances for Boards of Trustees and Annual General Meetings for members.
  • Prepare calendar of meetings for key clients and Boards of Trustees.
  • Assist to grow business through the different sales channels
  • Run System quality assurance checks and keep system logs, institute enhancements in current system to include regular regulatory changes and desirable enhancements.
  • Address enquiries and feedback from clients within the timelines stipulated in the service charter and/or SLAs signed with respective clients and client visitation.


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