Investment Client Services Advisor

Sanlam; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Johannesburg is seeking a Client Services Consultant. The role involves ensuring high client service levels, assisting with investment queries, and maintaining client relationships. Candidates should have a Matric/Grade 12 and preferably a financial qualification with at least 3 years of experience in the finance or investment sector. This position offers opportunities for personal and professional growth within the company.

Qualifications

• Minimum 3 years finance or investment industry experience.
• 1-2 years Call Centre or Customer Service Experience.

Responsibilities

• Ensuring high level of client service for all clients.
• Assisting clients with investment administration queries.
• Providing investment and product information to clients.

Skills

Client focused

Problem solving skills

Interpersonal Skills

Computer Literacy

Drive Results

Education

Matric / Grade 12

Relevant financial qualification

Tools

Microsoft CRM

Job description

A financial services company in Johannesburg is seeking a Client Services Consultant. The role involves ensuring high client service levels, assisting with investment queries, and maintaining client relationships. Candidates should have a Matric/Grade 12 and preferably a financial qualification with at least 3 years of experience in the finance or investment sector. This position offers opportunities for personal and professional growth within the company.