BCom Graduate Programme
Cape Town, Western Cape, ZA
1d ago
  • To service investors, potential investors and financial advisers via our various
  • servicing channels i.e. inbound calls, emails or walk-in interactions through :

  • Discussion and explanation of all funds and products offered.
  • Assisting clients with process information and quotes.
  • Assisting clients with the tracking and follow up of transactions in progress.
  • Responding to queries regarding investment performance.
  • Clarifying and explaining investment approach and philosophy.
  • To ensure accurate record keeping through service related administrative tasks.
  • To assist with database updates and information maintenance.
  • To support a positive and responsive climate for client enquiry resolution.
  • To play a key role in the stewardship of positive client relationships and the retention of
  • clients.

  • To build and establish relationships at all levels with internal departments to enhance
  • organizational effectiveness and efficiency.

  • To actively participate in the organisation’s continuous improvement by identifying and
  • proposing solutions to process and service related failures.

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