Aug 03

Vacancy – Client Service Consultant -finance and investment company – Cape Town

Client Service Consultant -finance and investment company

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Client Service Consultant – Investment
Perm to start as soon as possible
Salary Up to 160K – R240k per annum * depending on skills and exp
CBD Location, Normal working hours apply but candidates must be flexible.
Normal company benefits apply.

A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, and Individual Retirement Products & Endowment products.

Relevant business/Bcomm degree or studying towards NOT NEG (either Bcomm/Badmin/BGeneral, Risk,
Law etc) (This can be completed or in the process of completing) – Diploma’s are negotiable
Matric/Grade 12
6 months contact centre experience/client services experience
Excellent verbal and written communication skills (good voice and good diction)
Be Bilingual
Computer Literate

The responsibilities will include, but not be limited in anyway to:-
Ensuring an excellent quality of service is given to clients at all times
Online accounts verification and activation
Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise
To provide support to the correspondence and walk-in-centre teams as and when required
Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence
Identifying and proposing solutions to process and service related failures
To supply marketing material via various Media forms to all interested parties
Database updates and information maintenance

The importance of this role is that the candidate should possess all of the following skills.
Self Control, Initiative, Analytical Thinking, Professionalism, Administration Skills
Friendly and diplomatic nature with a passion for people
Maturity to speak confidently with intermediaries and clients
Have an aptitude to learn different products
Posses the highest standards of personal integrity and the ability to maintain confidentiality
Cope with shifting priorities
Ensure conformity with processes and rules
Organised and self-disciplined
Enjoys working in a team environment.
Numeric and Verbal Ability
Quality Focus (Attention to detail and Accuracy)
Adaptability, Stress tolerance
Ability to deal with complexity of different types of calls and clients
Ability to prioritise and function positively under pressure
Accept accountability and take responsibility for tasks done
Ability to relate to others

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