Client Relationship & Financial Solutions Advisor

Old Mutual; Upington; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Upington is seeking a Customer Service Representative. The role involves handling customer inquiries, ensuring compliance with standards, and developing customer relationships. Candidates should have a Matriculation Certificate and demonstrate strong customer focus and effective communication skills. This position is aligned with the company's commitment to employment equity.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure customer details in the system are accurate.
• Interview customers to clarify their requirements.
• Develop relationships with potential customers through calls.
• Follow mandatory procedures for quality standards.
• Assist with routine business development support tasks.
• Identify potential customers by obtaining information from existing ones.
• Input data into spreadsheets or formats from information provided.
• Participate and contribute to a network of people and ideas.

Skills

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric)

Job description

A leading financial services company in Upington is seeking a Customer Service Representative. The role involves handling customer inquiries, ensuring compliance with standards, and developing customer relationships. Candidates should have a Matriculation Certificate and demonstrate strong customer focus and effective communication skills. This position is aligned with the company's commitment to employment equity.