Retail Operations & Client Experience Consultant

ZealHR; Wes-Kaap; On-site; ZAR 300,000 - 450,000; Full time

Job summary

ZealHR is looking for a Retail Operations Consultant in South Africa, Wes-Kaap. This role is crucial in processing client investment transactions while ensuring a high standard of service across all client interactions.

The ideal candidate will have a relevant business degree, understanding of financial services, and excellent communication skills. You will process investment instructions, support advisers, and build strong relationships with clients.

Qualifications

• Relevant Business Degree and/or job related experience.
• Previous experience within financial services, investments, or client administration will be advantageous.
• Knowledge of the Life Insurance industry and/or Unit Trust industry will be advantageous.

Responsibilities

• Process new and existing investment instructions accurately.
• Deliver exceptional service to clients and advisers.
• Monitor and follow up on pending transactions.

Skills

Attention to detail

Organisational skills

Analytical abilities

Communication skills

Client service focus

Time management

Adaptability

Education

Relevant Business Degree

Tools

Microsoft Word

Microsoft Excel

Job description

ZealHR is looking for a Retail Operations Consultant in South Africa, Wes-Kaap. This role is crucial in processing client investment transactions while ensuring a high standard of service across all client interactions.

The ideal candidate will have a relevant business degree, understanding of financial services, and excellent communication skills. You will process investment instructions, support advisers, and build strong relationships with clients.