Client Service Consultant

Ninety One; Wes-Kaap; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading asset management company is seeking a client service professional to support portfolio products and enhance client experience. The role involves communicating with clients through various channels, managing queries, and maintaining relationships. Candidates with a business degree and relevant financial services experience are encouraged to apply.

Qualifications

• 2 - 3 years working experience in financial services.
• Experience in Asset Management and Retirement Funds.
• Call Centre experience in Financial Services is essential.

Responsibilities

• Provide servicing and support on all portfolio products.
• Communicate courteously with clients via various channels.
• Manage work items including rejections and general queries.

Skills

Communication

Client Relations

Analytical Skills

Education

Business focused degree

Job description

About Ninety One:

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing R3.08 trillion in assets (as at 31.12.24).

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternatives to institutions, advisors and individual investors around the world

About the team

The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication. The team are always striving to create a positive client experience with an emphasis on delivering superior service. The team is experienced in engaging with clients through various channels, including face to face interactions, emails, or phone calls.

The team takes pride in providing comprehensive assistance by offering detailed information about our company’s products and processes, investigating, and resolving any issues our clients may encounter, and ensuring that they are completely satisfied with both our company and the service we provide.

In this role you will:

• Provide servicing and support on all portfolio products (Preservation, Pension and
• Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts
• Communicate with clients on the Ninety One product range in a courteous and
• professional manner via telephone, email, fax letter and direct walk in clients
• Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution
• Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes
• Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients
• Acting as the primary point of contact for all third party and client queries on the Ninety One SA and offshore funds range
• Assist other team members when necessary – provide cover during periods of absence

You should consider applying if you have:

• Relevant 2 - 3 years working experience
• A business focused degree
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust
• Offshore experience – advantage
• Call Centre experience (Financial Services) – Essential
• Excellent business writing skills

Some of the attributes we look for in a person are:

• The ability to build and maintain meaningful relationships
• The ability to ‘approach and own’ and continuously look for opportunities to develop
• A client focused and collaborative approach
• Ability to analyse, interpret and assimilate information