Client Services Consultant I - Investments & Retirement

nedbank; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services group in Cape Town is seeking a dynamic Client Service Consultant. The role focuses on building trust and delivering exceptional service to investors and financial planners. Candidates must have a Matric certificate and experience in the Asset Management industry, particularly with Collective Investment Schemes and Retirement products. The successful applicant will provide support, adhere to targets, and engage in continuous personal and professional development.

Qualifications

• Experience as a Client Services Consultant within the Asset Management industry.
• Sound technical understanding of Collective Investment Schemes and Retirement products.

Responsibilities

• Provide client services to investors via various communication channels.
• Adhere to the daily schedule to ensure targets are met.
• Escalate unresolved queries to management.

Skills

Customer service principles

Relationship management

Stress Tolerance

Education

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas/National 1st Degrees

Job description

A leading financial services group in Cape Town is seeking a dynamic Client Service Consultant. The role focuses on building trust and delivering exceptional service to investors and financial planners. Candidates must have a Matric certificate and experience in the Asset Management industry, particularly with Collective Investment Schemes and Retirement products. The successful applicant will provide support, adhere to targets, and engage in continuous personal and professional development.