Client Service Consultant – Launch Your Finance Career

Sanlam; Cape Town; On-site; ZAR 240 000 - 260 000; Full time

Job summary

A leading financial services provider is seeking a Client Service Consultant in Cape Town. This role involves ensuring outstanding client service, assisting with investment queries, and providing information to clients and intermediaries. Candidates should possess a relevant financial qualification and communication skills in English. Experience in the finance or investment industry is advantageous. The position provides an excellent opportunity for growth and a professional career start in financial services.

Qualifications

• 1 year experience in finance or investment industry advantageous.
• Degree or Diploma with 1 to 2 years related experience.

Responsibilities

• Ensuring that the highest level of client service is provided to all clients.
• Assisting clients with investment administration queries.
• Providing investment and product information to IFA’s and investors.

Skills

Exceptional communication skills in English – Written and Verbal

Client focused

Problem solving skills

Adaptability

Education

Relevant financial degree/qualification

Matric / Grade 12 including Pure Mathematics

Job description

A leading financial services provider is seeking a Client Service Consultant in Cape Town. This role involves ensuring outstanding client service, assisting with investment queries, and providing information to clients and intermediaries. Candidates should possess a relevant financial qualification and communication skills in English. Experience in the finance or investment industry is advantageous. The position provides an excellent opportunity for growth and a professional career start in financial services.