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Cape Town: Client Service / Customer Service / Financial Advisor / Codes Administrator (12-Month Contract) – Asset Management – Investment – Banking – Wealth posted by Isilumko Staffing

Date 2024-11-24
Job Title Client Service / Customer Service / Financial Advisor / Codes Administrator (12-Month Contract) – Asset Management – Investment – Banking – Wealth
Employer Isilumko Staffing
More Information
Salary 15000
Category It Computer
Location Western Cape
/ Cape Town

Job Summary

One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract.

Qualifications and experience:

  • Post Grad – MUST
  • Degree – MUST
  • No less than 2 years` experience within a Client Service role within asset management sector / wealth sector
  • Must have experience within investments / retirement funds / pension funds
  • Proper technical understanding of collective investment schemes and retirement products
  • Clear criminal record and clear credit record

Job skills / competencies:

  • Excellent English communication
  • Respect
  • Integrity
  • Honesty
  • Customer service
  • Banking policies and procedures
  • Customer relationship management
  • Product knowledge
  • Problem solving
  • Adaptability

Job specification:

  • Resolve investors queries
  • Attend to calls – adhere to SLA
  • Technical support – retirement and collective investment schemes
  • Prevent losses
  • Drive continuous improvement – processes, systems and policies

Client Service / Customer Service / Financial Advisor / Codes Administrator (12-Month Contract) – Asset Management – Investment – Banking – Wealth position available in Western Cape, Cape Town. This job position was posted by Isilumko Staffing. The job has been posted as a premium ad on 2024-11-24 at 13:10:28 in the It Computer category

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