Client Experience Specialist — Financial Services

PPS; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

PPS Investments seeks a Client Service Consultant in Cape Town to deliver high-quality client service to clients, intermediaries and PPS Insurance distribution channels within the financial services sector.

You will handle all incoming client queries via written, telephonic and social channels, applying technical knowledge to finalize requests and maintain service standards. The role emphasizes collaboration across units and staying informed on regulatory changes.

Qualifications

• Client-centric service mindset required across all channels.
• Excellent written and verbal communication.
• Ability to craft professional business writing.
• Ability to build and maintain relationships with clients and intermediaries.
• Strong planning and organizing skills.
• Attention to detail and accuracy in handling queries.

Responsibilities

• Provide client services to Clients /Intermediaries / PPS Insurance distribution channels and broader distribution force relating to and within the financial services /LISP/Asset Management environment.
• Handle all client queries and/or complaints (telephonic /written /social media) and resolve issues to completion in a timely manner.
• Apply technical knowledge and understanding to secure an end-to-end finalization of client requests.
• Work across organizational boundaries to obtain outstanding information and clarify instructions received to improve client experience.
• Evaluate problems regarding service issues and enquiries to determine their importance and urgency.
• Perform investigations where necessary to facilitate problem resolution timeously.
• Responsible for ensuring that service excellence to Clients /Intermediaries remains within best business practice and standards.
• Responsible for managing reputational risk and ensuring compliance with regulatory requirements, procedures and service standards.
• Promotion of PPS Investments technology offering.
• Remain updated and informed on legislative and industry changes.
• Responding to all enquiries in a professional and timely manner.
• Liaising with operations support to provide best client experience.
• Technical understanding of all PPS Investments offerings and the ability to apply that understanding to daily outputs.

Skills

Client Centricity

Communication skills

Business writing

Building relationships

Planning and organizing

Attention to detail

Education

Bachelor’s degree in Commerce related field

Tools

Sales Logix

CRM software

Job description

PPS Investments seeks a Client Service Consultant in Cape Town to deliver high-quality client service to clients, intermediaries and PPS Insurance distribution channels within the financial services sector.

You will handle all incoming client queries via written, telephonic and social channels, applying technical knowledge to finalize requests and maintain service standards. The role emphasizes collaboration across units and staying informed on regulatory changes.