Cape Town: Client Services Consultant – 12 month contract posted by Isilumko Staffing
Posted on 2025-09-18 00:00:00
| Employer | Isilumko Staffing |
|---|---|
| Category | Banking |
| Location | Western Cape / Cape Town |
Job Summary
Job Responsibilities
Client Engagement:
- 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 account.
- Treat clients with respect, build trust, show care and humility in all client interactions.
- Help clients achieve their goals and grow financially.
- Own the client request 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 the product features and benefits.
- Document client needs analysis and provide corresponding product solutions.
- Obtain referrals from existing clients as well as leads from other business units.
- Build, maintain and retain client relationships by keeping clients informed of progress or action taken
regarding their applications, queries, and requests. - Educate clients on the use of, 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 the client feel welcome, listened to, and owning and solving their
financial problems. - Ensure clients are onboarded in line with company product strategy, policy, and procedure.
- Act with a client first mindset in all client engagements.
Goals:
- Contribute to the success of the company through meeting your service excellence, teamwork and personal
development goals whilst adhering to security, operational and compliance procedures, and
policies. - Develop, retain, and grow the business by delivering against individual and team goals that support a
positive client experience. - Increase market share of primary clients by entrenching clients through needs discussions, salary and
debit order switching as well as enrolling clients on the various digital platforms. - Identify and resolve work obstacles and problems through participating in team meetings, sharing
information and reviewing performance against targets and standards. - Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
- Support the achievement of the sales and service strategy objectives and values.
- Enable strategy of being financial experts who do good.
- Covert leads into sustainable business in a responsible manner.
Risk and Compliance:
- Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited
and updating and maintaining client information. - Report suspicious transactions to the relevant department.
- Keep abreast of legislation and other industry changes that impacts on role by reading the relevant
newsletters, communications, and training material. - Manage risk by meeting technical, company standards, practices, and resource management.
- Be a responsible employee by being compliant to policies, controls, regulations, and banking
legislation.
Essential Qualifications – NQF Level
- Matric / Grade 12 / National Senior Certificate
- Postgraduate degree in Finance or Economics
Minimum Experience Level
- 2-3 years working experience as a Client Services Consultant within the Asset Management industry.
- Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business.
- A sound technical understanding of Collective Investment Schemes and Retirement product.
Click Go Apply to apply online!
Get Similar Job Alerts
Apply directly for this position. Please read all instructions carefully.
We do not process job applications; we simply aggregate and display job listings.
More related positions
Cape Town City Centre: Logistics Coordinator
REQUIREMENTS Matric is essential. 2 - 3 years experience in a similar role. Accounting background is essential. Above-average Excel and numerical skills,...
View Job
Logistics Coordinator
Cape Town City Centre: Centre Manager (Paarl)
Key Responsibilities 1. Financial Management Budgeting Prepare and manage the centres annual income and expense budgets. Track rental income,...
View Job
Centre Manager (Paarl)
Cape Town City Centre: Junior Graphic Designer
Requirements Proficiency in Adobe Creative Suite Photoshop, Illustrator, Premiere Pro Strong design skills for posters, brochures, pamphlets, business...
View Job
Junior Graphic Designer
Cape Town City Centre: Sales Manager
What Youâll Do In this pivotal role, youâll drive sales success by Developing and executing sales strategies to promote state-of-the-art gastronomic...
View Job
Sales Manager
Cape Town City Centre: Copywriter
Established in 1994, this South African Hospitality Group specialises in luxury accommodation and tourism experiences across iconic destinations, such as...
View Job
Copywriter
Cape Town City Centre: Electrical Metering Technician
Technical Services Provider based in Cape Town has an opportunity for an Electrical Technician to join their team. Your responsibilities will include...
View Job
Electrical Metering Technician
Cape Town City Centre: Senior Account Manager
What we are looking for Grade 12 and relevant DegreeDiploma Proven experience in account management, sales, or client services Proven track record of...
View Job
Senior Account Manager
Cape Town City Centre: Finance Administrator
Requirements Matric Certificate Grade 12. 3 - 5 years relevant working experience. Finance administration qualification. Computer literacy. Experience...
View Job
Finance Administrator
Cape Town City Centre: Receiving Clerk
RESPONSIBILITIES Required to utilize the container receiving schedule to plan and organize the receiving requirement for the site Preparing the warehouse...
View Job
Receiving Clerk
Cape Town City Centre: Plumber
Responsibilities Install, maintain, and repair plumbing systems, fixtures, and fittings Conduct inspections and identify plumbing issues across properties...
View Job
Plumber
Cape Town City Centre: Temporary Contract Receptionist / Administrator
A recent professional profile photo is to accompany your application EMPLOYMENT TYPE Temporary Contract SECTOR Administration BASIC SALARY Market...
View Job
Temporary Contract Receptionist / Administrator
Cape Town City Centre: Channel Sales Executive
We are looking for a sales representative to be responsible for Selling our products and services to registered resellers and to develop relationships with...
View Job
Channel Sales Executive
Cape Town City Centre: Counter Sales – Diesel Specialist
Key Responsibilities Serve as the primary contact for customers, handling product enquiries, specifications, quotations, and order processing. Provide...
View Job
Counter Sales – Diesel Specialist
Cape Town City Centre: Tax Compliance Administrator
Our Client, an accounting company in the northern suburbs spezializing in accounting and related services for small and medium enterprises needs the skills...
View Job
Tax Compliance Administrator
Cape Town City Centre: eCommerce Coordinator
KEY REQUIREMENTS TO MEET FOR CONSIDERATION You will have a tertiary qualification in Marketing, Communications or Business Administration, coupled with 1-3...
View Job
eCommerce Coordinator
Cape Town City Centre: Junior Admin Assistant – Durbanville
Job Specificatio n Reception Employee enquiries Receive guests Sign for parcels Telephone Answer and forward calls Registers Maintain update Door logs tag...
View Job
Junior Admin Assistant – Durbanville
Cape Town City Centre: Software Developer
Wed love to hear from you if you have a relevant degree and experience! Thank you for applying with RareCruit! Follow us on social media for the latest...
View Job
Software Developer
Cape Town City Centre: Instrumentation Technician
Fast moving production Company with a global footprint, is seeking an Instrumentation Technician for their production facility in Cape Town. In this role,...
View Job
Instrumentation Technician
Cape Town City Centre: Java React Developer
What Were Looking For 6 years of Java software development experience or full stack development Strong expertise in Java and Spring Boot Solid experience...
View Job
Java React Developer
Cape Town City Centre: Virtual Advisor: STI (FAIS) Commercial Lines
Virtual Advisor STI FAIS Commercial Lines Job Description Summary To provide a solution orientated sales and service to customers in Short-term Insurance...
View Job
Virtual Advisor
Cape Town City Centre: Senior 3rd Line Network Support Analyst (IT All Rounder)
Qualifications Certifications Microsoft Certifications MCSEMCP Preferred CCNA Cisco Certified Network Associate OR CCNP Cisco Certified Network...
View Job
Senior 3rd Line Network Support Analyst (IT All Rounder)
Cape Town: Financial Controller posted by Profile Personnel
Well established automation company based in Cape Town are seeking a qualified and experience applicant to join their dynamic teamThe Financial Controller...
View Job
Financial Controller
Cape Town Region: Cost Accountant
Minimum Requirements Grade 12 At least 3 years related experience, preferably in fruitexportfreight forwarding CIMA qualified, or BCom Accounting and...
View Job
Cost Accountant
Cape Town City Centre: Creditors Clerk (Contract) Ref: 4019
For your application to be considered, youll need Matric a tertiary qualification will be advantageous, andor at least 5 years accounts payable experience,...
View Job
Creditors Clerk (Contract) Ref
Cape Town City Centre: Steerman _ Abnormal Loads
Role Overview The Steersman plays a critical role in escorting and guiding abnormal load vehicles carrying extremely large, heavy, and high-value cargo....
View Job
Steerman _ Abnormal Loads