Duties & Responsibilities :
1. Provide client services to intermediaries / PPS Insurance distribution channels / Clients and broader distribution force relating to and within the financial services / LISP / Asset Management environment.
2. Handle all client queries and / or complaints (telephonic / written / social media) and resolve issues to completion in a timely manner.
3. Applying technical knowledge and understanding to secure an end to end finalization of client requests.
4. Working across organizational boundaries to obtain outstanding information and clarify instructions received to improve client experience.
5. Evaluate problems regarding service issues and enquiries to determine their importance and urgency.
6. Performing investigations where necessary to facilitate problem resolution timeously.
7. Responsible for ensuring service excellence to clients / intermediaries remains within best business practice and standards.
8. Responsible for managing reputational risk ensuring compliance with regulatory requirement, procedures, service standards and complaints.
9. Promotion of PPS Investments technology offering and responsible for administration of client onboarding.
10. Remain updated and informed on legislative and industry changes.
11. Responding to all enquiries in a professional and timely manner.
12. Liaising with administrator / admin support to provide best client experience.
13. Technical understanding of all PPS Investments offerings and the ability to apply that understanding to daily outputs.
Ideal experience :
1- 2 years’ experience in a client services environment within financial services / LISP / Asset Management environment.
Ideal qualifications : 1. Grade 12
1. Grade 12
2. Relevant tertiary qualification is an advantage
3. Excellent language skills (written & verbal) in English & Afrikaans a third would be an advantage
Competencies and ideal personality attributes :
4. Results Driven
5. Building & maintaining relationships
Systems knowledge :
1. MS Office intermediate level of MS Work & Excel
2. Sales Logix or another comparable CRM application is an advantage
Key success measurement :
Passionate, ambitious and energetic individual, constantly looking for opportunities to exceed client expectations. Strong interpersonal skills with enthusiasm for dealing with clients to deliver the best experience and outcomes to them.