Client Services Consultant (LISP) | Waterfall, Johannesburg, Gauteng | Permanant

PSG Wealth Menlyn; Johannesburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A financial services company in Johannesburg is seeking a Client Services Consultant to deliver exceptional service to clients and financial advisers. Responsibilities include handling queries, maintaining client relationships, and ensuring service-level goals are met. The ideal candidate will have a Financial/Business degree, excellent communication skills, and a strong interest in finance and investment management. This permanent position offers an opportunity to contribute to a dynamic team environment.

Qualifications

• Excellent command of English, both verbal and written.
• Knowledge and interest in finance and investment management.
• Strong administrative skills and professionalism.

Responsibilities

• Service all PSG Wealth clients with instructions and queries.
• Assist and follow-up with clients/advisers of instructions.
• Resolve internal and external queries from financial advisers.
• Build relationships with internal departments to enhance effectiveness.
• Ensure accurate record keeping and assist with database updates.

Skills

Excellent verbal and written communication skills

Client focused

Numeric ability

Attention to detail

Computer literacy

Education

Financial/Business degree (NQF Level 7)

Job description

Designation: Client Services Consultant (LISP) | Waterfall, Johannesburg, Gauteng | Permanant

Category: Administration and Operations

Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

Posted by: PSG Financial Services

Posted on: 16 May 2025

Reference Number: POS02676

Closing date: 30-Aug-2025

Position Type: Permanent

Location: Waterfall Magwa Crescent

Overview

VACANCY | CLIENT SERVICES CONSULTANT (LISP) | WATERFALL, JOHANNESBURG, GAUTENG | PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

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
  
  

How To Apply

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 30 August 2025. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.