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Client Liaison Officer

Wadeville, Germiston

Candidate requirements:

1. Valid Grade 12 certificate

2. Advantageous legislative requirements:

a) NQF 5

b) RE accreditation

c) NCA accreditation

3. Completed or partially completed bachelor’s degree in accounting or finance will be advantageous

4. Experience in a similar role with a customer service focus

Description of duties:

• All Sales support related to admin duties including but not limited to Approvals, Contracts, Payouts, Securities and General admin.

• Execute work in line with governance and compliance processes. Ensure that Route Quest Pty Ltd remains compliant in accordance with legislation requirements.

• Preparation of monthly reports for articles financed

• Implementation of systems and procedures in order to record and manage all critical aspects in relation to your primary focus area.

• Render professional support and liaison with management and co-personnel. release

• Ensure strict compliance with the Employer’s protocol pertaining to the release of any vehicle, trailer, equipment and / or goods from the Employer’s premises.

• Ensure quality of documentation and securities

• Absolute confidentiality in the handling of customer’s information obtained through transactions and queries.

• Support Business Development Officer in meeting production targets of turnover, yield and non-interest-bearing income.

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