Investment Service Consultant

HR Genie; Wes-Kaap; On-site; ZAR 300 000 - 400 000; Full time

Job summary

An established industry player is seeking a Client Service Consultant to provide exceptional telephonic service to clients and brokers. This role involves managing queries related to various financial products while ensuring high-quality service. The ideal candidate will possess a relevant business degree or be studying towards one, along with excellent communication skills and a passion for helping people. Join a dynamic team where your contributions will be valued, and help shape the future of client service in the financial sector. If you thrive in a fast-paced environment and enjoy working collaboratively, this opportunity is perfect for you.

Qualifications

• Relevant business degree or studying towards one is essential.
• Excellent verbal and written communication skills required.

Responsibilities

• Provide excellent service to clients and handle queries efficiently.
• Build relationships with internal departments for timely resolutions.

Skills

Self Control

Initiative

Analytical Thinking

Professionalism

Administration Skills

Friendly nature

Diplomatic nature

Maturity

Aptitude to learn

Integrity

Organised

Numeric Ability

Verbal Ability

Attention to detail

Adaptability

Stress tolerance

Education

Relevant business degree

Matric / Grade 12

Tools

Computer Literacy

Job description

A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal / external clients / brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment products.

The responsibilities will include, but not be limited to:

1. Ensuring an excellent quality of service is given to clients at all times.
2. Online accounts verification and activation.
3. Building and establishing relationships at all levels with internal departments to ensure that timely resolutions are found to any problems that might arise.
4. Providing support to the correspondence and walk-in-centre teams as and when required.
5. Completing administrative and repetitive tasks while keeping accurate, detailed stats of all queries and correspondence.
6. Identifying and proposing solutions to process and service related failures.
7. Supplying marketing material via various media forms to all interested parties.
8. Database updates and information maintenance.

Qualifications and experience which are Non-Negotiable:

1. Relevant business degree or studying towards one.
2. Matric / Grade 12.
3. Excellent verbal and written communication skills (good voice and good diction).
4. ITC / CRIM Clear.
5. Computer Literate.

The importance of this role is that the candidate should possess all of the following skills:

1. Self Control, Initiative, Analytical Thinking, Professionalism, Administration Skills.
2. Friendly and diplomatic nature with a passion for people.
3. Maturity to speak confidently with intermediaries and clients.
4. Aptitude to learn different products.
5. Possess the highest standards of personal integrity and the ability to maintain confidentiality.
6. Ability to cope with shifting priorities.
7. Ensure conformity with processes and rules.
8. Organised and self-disciplined.
9. Enjoy working in a team environment.
10. Numeric and Verbal Ability.
11. Quality Focus (Attention to detail and Accuracy).
12. Adaptability, Stress tolerance.
13. Ability to deal with complexity of different types of calls and clients.
14. Ability to prioritise and function positively under pressure.
15. Accept accountability and take responsibility for tasks done.