Strategic Financial Adviser — Client Growth & Insights

Old Mutual; Bloemfontein; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Bloemfontein seeks a Customer Service Associate to handle inquiries, develop customer relationships, and perform business development support. This role requires strong customer service skills and a commitment to compliance with established standards. Suitable candidates will hold an NQF Level 5 qualification or equivalent. The closing date for applications is 21 September 2025.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Assess compliance with established standards and protocols for routine inquiries.
• Receive visitors and assist with various requests for information.
• Ensure that basic customer details held in the system are accurate and manage follow-up actions.
• Interview the customer to clarify requirements.
• Develop relationships with potential customers through calls.
• Resolve customer queries and complaints.
• Follow mandatory procedures for quality standards.
• Perform routine business development support tasks.
• Identify potential customers through referrals and recommendations.
• Input data into spreadsheets or standard formats.
• Contribute to a network of people and ideas.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Job description

A leading financial services provider in Bloemfontein seeks a Customer Service Associate to handle inquiries, develop customer relationships, and perform business development support. This role requires strong customer service skills and a commitment to compliance with established standards. Suitable candidates will hold an NQF Level 5 qualification or equivalent. The closing date for applications is 21 September 2025.