Retail Operations Consultant | Client Experience

Allan Gray Proprietary Limited; Cape Town; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Allan Gray Proprietary Limited, based in Cape Town, is seeking an Operations Consultant for Retail Operations to ensure high service standards by processing client instructions accurately and promptly.

You will work with clients and independent advisers, handling new and existing investment transactions, and maintain thorough records while applying knowledge of investment product regulations.

Qualifications

• 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.

Responsibilities

• Checking and accurately processing all incoming or pending instructions.
• New business transactions, e.g. opening a new investment account
• Existing business transactions, e.g. changes to investments or withdrawals
• Providing clients and advisers with superior service through calls and emails
• Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
• Knowledge of legislative requirements relating to investment products
• Supporting team members and the team leader with technical queries, workflow and processes

Skills

Attention to detail

Problem-solving

Client-focused communication

Self-motivated and agile

Verbal and written communication

Education

Relevant Business Degree

Life Insurance / Unit Trust knowledge

Tools

Microsoft Word

Microsoft Excel

Job description

Allan Gray Proprietary Limited, based in Cape Town, is seeking an Operations Consultant for Retail Operations to ensure high service standards by processing client instructions accurately and promptly.

You will work with clients and independent advisers, handling new and existing investment transactions, and maintain thorough records while applying knowledge of investment product regulations.