Consultant | Retail Operations

Allan Gray; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading investment management company in Cape Town is seeking a Client Service Representative to maintain high service standards while processing transactions and assisting clients. This role requires a relevant business degree and offers an opportunity to work within a dynamic team focused on client satisfaction. Candidates should have strong attention to detail and excellent communication skills.

Qualifications

• Relevant business degree and/or job-related experience.
• Sound knowledge of life insurance and/or unit trust industry is an advantage.

Responsibilities

• Check and process incoming or pending instructions accurately.
• Provide clients and advisers superior service via call and email.
• Maintain accurate records of all client interactions.
• Support team members with technical queries and workflow.

Skills

Accuracy and attention to detail

Excellent time management skills

Excellent problem-solving skills

Client-focused communication skills

Self-motivated and agile

Intermediate computer literacy in Microsoft Word or Excel

Education

Relevant business degree

Job description

About Allan Gray

Allan Gray is Africa’s largest privately-owned investment management company, managing more than R500bn of assets. We are focused on generating long-term wealth for our clients, who include individuals, retirement funds, insurers, trusts, companies and foundations. They invest through our focused range of unit trusts, retirement products and life insurance investment pools or in segregated portfolios across both the Institutional and Retail business. Our headquarters are in Cape Town, with additional offices across South Africa, as well as in Guernsey, Namibia and Botswana.

Why should you consider Allan Gray?

Our steadfast commitment to long-term investing extends to our people, our greatest assets. You will spend your days doing meaningful work and engaging with smart, inspiring colleagues. Growth is an essential part of your journey at Allan Gray, and leaders are accessible to help you develop your skills and set you up for success. Your physical and mental well-being are priorities, and access to services to support you in these areas are provided.

Purpose of the role

The position is within the Retail Operations division, an area responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firm’s retail investment offering.

The purpose of the role is to ensure the high service standard at Allan Gray is maintained through building strong client relationships and delivering excellent client service to our clients and independent financial advisers. You will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on. You will report to a team leader, which requires you to work actively within a team but also independently.

Responsibilities

• Checking and accurately processing all incoming or pending instructions. These include:
• New business transactions, e.g. opening a new investment account
• Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
• Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams
• Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
• Knowledge of various legislative requirements relating to investment products
• Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes

Job specification

• Relevant business degree and/or job-related experience
• Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage

Key attributes and competencies

• Accuracy and attention to detail
• Excellent time management skills
• Excellent problem-solving skills
• Client-focused with strong verbal and written communication skills
• Self-motivated and agile with the ability to function well under pressure
• Intermediate computer literacy skills in Microsoft Word or Excel

Location

The Silo Office, Cape Town.