Financial Solutions & Client Relations Associate

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services firm in Vanderbijlpark is looking for a customer-focused representative to handle customer inquiries and develop relationships. Candidates should have consultative selling skills and experience in customer service. An education of at least NQF Level 4 is required. This role involves networking and ensuring operational compliance in a dynamic environment, making it ideal for someone passionate about customer service.

Qualifications

• Experience in customer service activities.
• Skills in consultative selling and customer relationship management.
• Education at NQF Level 4 or equivalent.

Responsibilities

• Carry out standard customer service activities.
• Assess compliance with established standards.
• Receive visitors and assist with their requests.
• Ensure customer details in the system are accurate.
• Interview customers to clarify requirements.
• Develop relationships with potential customers.
• Follow mandatory procedures for quality standards.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Oral Communications

Customer Feedback Management

Education

NQF Level 4 - Grade 12

Job description

A leading financial services firm in Vanderbijlpark is looking for a customer-focused representative to handle customer inquiries and develop relationships. Candidates should have consultative selling skills and experience in customer service. An education of at least NQF Level 4 is required. This role involves networking and ensuring operational compliance in a dynamic environment, making it ideal for someone passionate about customer service.