Cape Town: Client Services Administrator 6 months contract posted by Isilumko Staffing
Posted on 2025-04-29 00:00:00
| Employer | Isilumko Staffing |
|---|---|
| Category | Banking |
| Location | Western Cape / Cape Town |
Job Summary
We are seeking a dynamic and well-spoken Client Services Consultant to join our team in Cape Town. The core purpose of this role is to build engagement, trust, and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences.
Job Responsibilities:
– Respond to client needs by offering the right service and solution.
– Build client trust by applying your expertise and experience to do good for your client.
– Educate clients and potential clients on how to subscribe and service their accounts.
– Treat clients with respect, build trust, and show care and humility in all interactions.
– Help clients achieve their goals and grow financially.
– Own client requests end-to-end and route for alternative intervention if not equipped to service the client.
– Entrench clients and deliver value through cross-selling.
– Facilitate the sales process by informing clients of product features and benefits.
– Document client needs analysis and provide corresponding product solutions.
– Obtain referrals from existing clients and leads from other business units.
– Build, maintain, and retain client relationships by keeping clients informed of progress regarding their applications, queries, and requests.
– Educate clients on secure, alternative, cost-effective, time-saving, and convenient self-service channels.
– Collaborate with internal stakeholders to provide complete financial solutions for clients.
– Ensure great client experiences by making clients feel welcome, listened to, and solving their financial problems.
– Ensure clients are onboarded in line with company’s product strategy, policy, and procedure.
– Act with a client-first mindset in all engagements.
Essential Qualifications – NQF Level:
– Matric / Grade 12 / National Senior Certificate
– Advanced Diplomas/National 1st Degrees
– Banking Services (e.g., Higher Certificate in Banking Services – NQF5) (Preferred)
Minimum Experience Level:
– 2-3 years of working experience as a Client Services Consultant within the Asset Management industry.
– Experience with Investments/Pension Funds/Retirement Funds in an Asset Management Business.
– A sound technical understanding of Collective Investment Schemes and Retirement products.
Technical / Professional Knowledge:
– Product Knowledge
– Customer service principles
– Customer relationship management
– Building Customer Loyalty
– Planning and Organizing
– Adaptability
– Applied Learning
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