Client Services Consultant

Neptune; Cape Town; On-site; ZAR 250,000 - 350,000; Full time

Job summary

PPS Investments is seeking a Client Service Consultant to ensure a high level of service to clients and financial intermediaries interacting with the firm. The role focuses on handling incoming client queries through written and telephonic channels and other omni-channel communications.

The position emphasises delivering prompt, accurate responses and contributing to an excellent client experience. Based in Cape Town, it supports PPS’s commitment to mutuality and member ownership within the PPS

Job description

Who we are:

PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Account.

PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared. To ensure that a high level of Client Services is provided to the clients and financial intermediary that interacts with PPS Investments. The Client Service Consultant will be responsible for all incoming client queries in the form of written as well as telephonic interactions and other omni channels.

Purpose of the job:

To role will ensure that a high level of Client Services is provided to the clients and financial intermediary that interacts with PPS Investments. The Client Service Consultant will be responsible for all incoming client queries in the form of written as well as telephonic interactions and other omni channels.