Client Service Consultant - Investment
Support Services
5d ago
source :

Client Service Consultant - Investment Perm, Salary CTC up to R240 000-320 000+ dependent on experience p / a, CBD, normal working hours Mon - Fri, must be flexible.

Normal company benefits apply. A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal / external clients / brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment products The responsibilities will include, but not be limited in anyway to : -

  • Ensuring an excellent quality of service is given to clients at all times
  • Online accounts verification and activation
  • Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise
  • To provide support to the correspondence and walk-in-centre teams as and when required
  • Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence
  • Identifying and proposing solutions to process and service related failures
  • To supply marketing material via various Media forms to all interested parties
  • Database updates and information maintenance Qualifications and experience which are Non Neg.
  • Relevant business degree or studying towards NOT NEG
  • Matric / Grade 12
  • 6 months contact centre experience / client services experience
  • Excellent verbal and written communication skills (good voice and good diction)
  • Be multilingual
  • ITC / CRIM Clear
  • Computer Literate The importance of this role is that the candidate should possess all of the following skills.
  • Self Control, Initiative, Analytical Thinking, Professionalism, Administration Skills
  • Friendly and diplomatic nature with a passion for people
  • Maturity to speak confidently with intermediaries and clients
  • Have an aptitude to learn different products
  • Posses the highest standards of personal integrity and the ability to maintain confidentiality
  • Cope with shifting priorities
  • Ensure conformity with processes and rules
  • Organised and self-disciplined
  • Enjoys working in a team environment.
  • Numeric and Verbal Ability
  • Quality Focus (Attention to detail and Accuracy)
  • Adaptability, Stress tolerance
  • Ability to deal with complexity of different types of calls and clients
  • Ability to prioritise and function positively under pressure
  • Accept accountability and take responsibility for tasks done
  • Ability to relate to others
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