Client Service Consultant - Direct
PPS Investments
Cape Town, Western Cape, South Africa
3d ago

Main duties and responsibilities :

1. Handle all client queries and / or complaints (telephonic / written / social media) and resolve issues to completion in a timely manner

2. Applying technical knowledge and understanding to secure an end to end finalization of client requests

3. Working across organizational boundaries to obtain outstanding information and clarify instructions received to improve client experience

4. Evaluate problems regarding service issues and enquiries to determine their importance and urgency

5. Performing investigations where necessary to facilitate problem resolution timeously

6. Responsible for ensuring service excellence to clients / intermediaries remains within best business practice and standards

7. Responsible for managing reputational risk ensuring compliance with regulatory requirement, procedures, service standards and complaints

8. Promotion of PPS Investments technology offering and responsible for administration of client onboarding

9. Remain updated and informed on legislative and industry changes

10. Technical understanding of all PPS Investments offerings and the ability to apply that understanding to daily outputs

11. Finalisation of unallocated deposits and rejected debits / credits in the product bank accounts

12. Analysis and resolution of all exception reporting

13. MIS reporting; daily and monthly reporting, Updating and record client information, drawing statistics, tracking cases issued and assist with incident corrections

14. Verify the accuracy of reconciliations received from the Administrator Partner as well as preparing reconciliations on their own

Ideal experience :

1. 2 - 3 years’ experience in a client services environment within financial services / LISP / Asset Management

Ideal qualifications : 1. Grade 12

1. Grade 12

2. Relevant tertiary qualification is an advantage

3. RE qualification would be beneficial

4. Excellent language skills (written & verbal)

Competencies and ideal personality attributes :

4. Results Driven

5. Building & maintaining relationships

Systems knowledge :

1. MS Office intermediate level of MSOffice (specifically 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.

Please apply via our website : http : / / / # /

Add to favorites
Remove from favorites
My Email
By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
Application form