Client Services Consultant | Asset & Investment Management | Sandton

The Recruitment Council; Gauteng; On-site; ZAR 200 000 - 400 000; Full time

Job summary

An established industry player is seeking a Client Services Consultant to enhance client relationships and provide exceptional support on various financial products. In this role, you will engage with clients through multiple communication channels, ensuring their queries are resolved efficiently. Your ability to build meaningful relationships and your experience in financial services will be key to your success. This position offers the chance to contribute to a dynamic team in a prestigious wealth management environment, where your skills will be valued and developed.

Qualifications

• 2-3 years of relevant working experience in financial services.
• Experience in call centers, especially in financial services.

Responsibilities

• Provide support on portfolio products and manage client queries.
• Build and maintain client relationships while ensuring accurate records.

Skills

Client Relationship Management

Business Writing Skills

Analytical Skills

Communication Skills

Education

Business-Focused Degree

Job description

Don't miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant.

Responsibilities:

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

Qualifications:

A business-focused degree.

Experience:

1. Relevant 2 – 3 years working experience.
2. Financial Services experience specifically in Asset Management, Retirement Funds, and Unit Trust Offshore experience – advantage.
3. Call Centre experience (Financial Services) – Essential.
4. Excellent business writing skills.

Attributes:

1. The ability to build and maintain meaningful relationships.
2. The ability to 'approach and own' and continuously look for opportunities to develop.
3. A client-focused and collaborative approach.
4. Ability to analyse, interpret, and assimilate information.