Client Services Consultant (Lisp)

Psg Konsult Ltd; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in Johannesburg is seeking a Client Services Consultant to deliver exceptional service to clients and financial advisers. The candidate should have a Financial/Business degree and excellent communication skills. Responsibilities include servicing clients' queries and ensuring quality in all instructions and documentation. This role offers an opportunity to thrive in a dynamic environment while focusing on client satisfaction and operational excellence.

Qualifications

• Excellent verbal and written communication skills are essential.
• Knowledge and interest in finance and investment management are required.
• Must possess strong numerical skills and attention to detail.

Responsibilities

• Service all PSG Wealth clients and financial advisers with queries.
• Resolve internal and external queries from clients and advisers.
• Ensure accurate record keeping through service-related tasks.

Skills

Excellent verbal and written communication skills

Knowledge of finance and investment management

Analytical thinking

Client-focused and friendly demeanor

Ability to deal with complexity

Computer literacy

Education

Financial / Business degree (NQF Level 7)

Job description

Client Services Consultant (LISP)

Gauteng, Johannesburg

Application Deadline: February 26

Job description

To deliver a superior level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform.

This position will report to a Team Leader.

Responsibilities

• To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals
• Assist and follow-up with clients / advisers of instructions in progress - take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
• Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
• Resolving internal and external queries from financial advisers and clients
• Proactively retain and attract business by providing excellent service to advisers and clients
• Support a positive and responsive climate for client enquiry resolution
• Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
• Ensure accurate record keeping through service-related administrative tasks
• Assist with database updates and information maintenance
• Actively participate in the organisation 's continuous improvement by identifying and proposing solutions to system, process and service-related failures
• Minimise operational errors and losses
• Apply TCF principles in daily tasks

Minimum Requirements

• Minimum qualification: Financial / Business degree (NQF Level 7)
• Excellent verbal and written communication skills (Essential)
• Knowledge and interest in finance and investment management
• Business writing and speaking skills in English

Competencies

• Strong verbal and written communication skills
• Numeric ability
• Client focussed, friendly and empathetic manner
• Accuracy and attention to detail
• Self-control
• Initiative
• Analytical thinking
• Professionalism
• Administration skills
• Adaptability
• Stress tolerance
• Ability to relate to others
• Ability to deal with complexity
• Ability to prioritise and function positively under pressure
• Ability to function as part of a team
• Accept accountability and take responsibility for tasks done
• Computer literacy