Client services (FAIS / Brokerage - Commodities / OTC / JSE) - 7 month contract

Isilumko Staffing; Johannesburg; On-site; ZAR 300,000 - 420,000; Full time

Job summary

A leading bank in South Africa is seeking an experienced Client Service Consultant for their Johannesburg team on a 6-month contract. The role involves engaging with clients, educating them about trading and investment opportunities in the stock market, and requires strong communication and product knowledge skills.

Qualifications

• 3 years' client service experience in a Broker environment.
• Product knowledge: JSE Equities, SAFEX, Contracts for differences, warrants, installments.

Responsibilities

• Cross sell investment products.
• Act as primary contact for Traders and investors.
• Educate clients about the stock market.

Skills

Communication

Client centric

Able to handle conflict

Work under pressure

Multi-tasking

Education

Matric

Tertiary qualification or studying towards

FAIS accredited or studying towards

Tools

JIRA

Job description

One of the TOP banks in S.A. is looking for an experienced Client Service Consultant to join their JHB team on a 6-month contract.

Qualifications and experience :

• 3 years' client service experience in a Broker environment
• Must have product knowledge : JSE Equities, SAFEX, Contract for differences, warrants, installments
• JIRA application knowledge
• Matric
• Tertiary qualification or studying towards
• FAIS accredited or studying towards
• Communication
• Client centric
• Able to handle conflict
• Work under pressure
• Client satisfaction
• Multi-tasking

Key performance areas :

• Cross sell
• Act as primary contact for Traders and investors
• Educate clients about the stock market
• Engage with the Broker and ensure you keep abreast of the products
• Responsible for trading and investing in JSE equities / derivative products, OTC products / warrants / futures / commodities
• Guide clients on how to trade and invest in the products
• Engage with the Transfer Secretary regarding share withdrawals