Cape Town: Retail Operations Consultant posted by Palesa Mbali Group
Posted on 2025-05-21 00:00:00
| Employer | Palesa Mbali Group |
|---|---|
| Category | Other IT/Computer |
| Location | Western Cape / Cape Town |
Job Summary
Purpose of the role
The position is within the Retail Operations division, an area responsible for processing transactions from clients and independent financial advisers, as well as providing administrative support for the firms retail investment offering.
The purpose of the role is to ensure the high service standard at at the client is maintained through building strong client relationships and delivering excellent client service to our clients and independent financial advisers. You will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on. You will report to a team leader, which requires you to work actively within a team but also independently.
Responsibilities
? Checking and accurately processing all incoming or pending instructions. These include:
? New business transactions, e.g. opening a new investment account
? Existing business transactions, e.g. where a client adds or withdraws money or makes changes to their investment
? Providing clients and advisers with a superior level of client service through call and email communications, e.g. responding on time and diligently to all requests from clients, advisers and internal business teams
? Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
? Knowledge of various legislative requirements relating to investment products
? Supporting members of your team and the team leader, e.g. assisting with technical queries, workflow and processes
Job specification
? Relevant business degree and/or job-related experience
? Sound knowledge of the life insurance industry (including pension funds) and/or the unit trust industry would be an advantage
Key attributes and competencies
? Accuracy and attention to detail
? Excellent time management skills
? Excellent problem-solving skills
? Client-focused with strong verbal and written communication skills
? Self-motivated and agile with the ability to function well under pressure
? Intermediate computer literacy skills in Microsoft Word or Excel
Click Go Apply to apply online!
Get Similar Job Alerts
More jobs in Cape Town
More jobs in Western Cape
Browse Other IT/Computer Jobs
Browse Palesa Mbali Group Jobs
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: National Key Accounts Sales Manager posted by The Individual Touch CC
Generate new additional businessGrow the national customer baseManaging analyzing the national customer baseAnalyzing price decreases suspended business...
View Job
National Key Accounts Sales Manager
Cape Town: Junior Accountant posted by Africa Thinking Management Solutions
Job Advertisement Junior AccountantLocation Cape Town -Observatory Company Africa Thinking Management SolutionsAfrica Thinking Management Solutions is...
View Job
Junior Accountant
Cape Town: Intermediate Financial Administrator posted by Construct Executive Search
Applicants must have the following requirementsMust have a Diploma in Accounting or Bookkeeping.Must have 3-5 years of experience as a Financial...
View Job
Intermediate Financial Administrator
Eastern Cape: Town Planner (JB5167) posted by Kontak Recruitment
Town Planner JB5167 Chintsa, Eastern CapeCompensation Range R40 45 000 CTC per month Negotiable Category EngineeringLead zoning, rezoning, and land use...
View Job
Town Planner (JB5167)
Cape Town: Roof sheeter – Urgently Needed posted by Batt Master Roofing and Guttering
Roof sheeter needed Must be able to remove and install roof sheets etc and waterproofing for maintenance company Work in fascias as wellWork experience a...
View Job
Roof sheeter – Urgently Needed
Cape Town: Litigation Secretary posted by Marais Muller Hendricks Attorneys
Marais Muller Hendricks Inc., a leading law firm in Cape Town, is seeking to appoint an experienced and highly organised Litigation Secretary to join our...
View Job
Litigation Secretary
Cape Town: Bookkeeper – Restaurant Industry (Salt River) posted by The Vocation Station
About the RoleWere looking for a detail-oriented Bookkeeper to join our clients team and support the financial operations of four businesses under one roof....
View Job
Bookkeeper – Restaurant Industry (Salt River)
Cape Town: Litigation Secretary posted by Cora O’Neil Recruitment Agency
Cape Town City Centre LITIGATION SECRETARY Minimum Requirements-Well presentable and professional preferably female-Excellent verbal communication skills-2...
View Job
Litigation Secretary
Cape Town: Electrical Engineer – Building Services posted by Business Recruitment Services
This role requires collaboration with multidisciplinary teams and clients to deliver fit-for-purpose solutions that surpass industry best practices and...
View Job
Electrical Engineer – Building Services
Cape Town: Intermediate SHERQ Officer posted by Construct Executive Search
Applicants must have the following requirementsMust have a Bachelors Degree or National Diploma in Safety Management or Occupational Health and Safety. Must...
View Job
Intermediate SHERQ Officer
Cape Town: Financial Accountant posted by Executive Placings
Travel Management Company is looking for an Accountant to be based in Cape Town. This is a hybrid role.The main purpose of this role is to ensure accuracy...
View Job
Financial Accountant
Cape Town: Regional Manager in Built-in Furniture Manufacturing Industry posted by Home Concept
Home Concept is looking for an experienced Regional Manager to join our team. In this role, youll lead sales, manage operations, and support teams to ensure...
View Job
Regional Manager in Built-in Furniture Manufacturing Industry
Cape Town: New Business Consultant posted by Intercon Recruitment
Company based in Cape Town is looking for a Senior New Business Consultant Sales Increase and drive new business with a focus on quality and...
View Job
New Business Consultant
Cape Town: Car Rental Agent – Urgent posted by Vogue Personnel
Join Our Team as a Car Rental Agent! Were looking for a dedicated and organized Car Rental Agent to join our dynamic team and play a key role in ensuring...
View Job
Car Rental Agent – Urgent
Cape Town: New Vehicle Sales Executive posted by Intercon Recruitment
Dealership in Cape Town is looking for an experienced New Vehicle Sales Executive with previous Motor Dealership New Vehicle Sales Experience. Salary Basic...
View Job
New Vehicle Sales Executive
Cape Town: Tour Operator – Urgent posted by Vogue Personnel
Exciting Career Opportunity in Southern Africa Travel!Are you passionate about travel and adventure? Do you have the skills and drive to make unforgettable...
View Job
Tour Operator – Urgent
Cape Town: Senior Construction Contracts Manager posted by Construct Executive Search
Applicants must have the following requirementsMust have a Bachelors Degree or Diploma in Building or Civil Engineering.Must be registered with SACPCMP as a...
View Job
Senior Construction Contracts Manager
Cape Town: Business Development Manager – Urgently Needed posted by One Source ICT
One Source ICT is an innovative technology company specializing in Information and Communication Technology ICT solutions. With a focus on excellence and...
View Job
Business Development Manager – Urgently Needed
Cape Town: Sales Representative | New Business Consultant posted by Intercon Recruitment
Company based in Cape Town is looking for a Sales Representative New Business Consultant to Increase Sales and drive new business with a focus on quality...
View Job
Sales Representative | New Business Consultant
Cape Town: SALES MANAGER posted by The Recruitment Guy
Title SALES MANAGERArea Cape Town PE HubsIndustry Rental Hire Working of height machinery and equipment Trade Desk Ref No. TRG 2303Salary TCT R71...
View Job
SALES MANAGER
Cape Town: IT Manager – Urgently needed posted by Edelson & Associates
IT Manager Cape Town R45000 NEG Working Knowledge of Microsoft Admin Centres and Licensing. Knowledge of SQL database Management. Also on site...
View Job
IT Manager – Urgently needed
Cape Town: SITE AGENT posted by Furipoint pty,ltd
Furipoint is excited to announce that we are currently expanding our team and are looking for highly motivated and skilled professionals to fill the Site...
View Job
SITE AGENT
Cape Town: QUANTITY SURVEYORS posted by Furipoint pty,ltd
Furipoint is excited to announce that we are currently expanding our team and are looking for highly motivated and skilled professionals to fill the...
View Job
QUANTITY SURVEYORS
Cape Town: Quality control inspector – PLEASE READ BEFORE APPLYING posted by Prokon
Position Quality Control Inspector Fresh Fruits Vegetables? Location Epping Private Market, Cape Town You need to reside in the Western Cape? Starting Date...
View Job
Quality control inspector – PLEASE READ BEFORE APPLYING
Cape Town City Centre: Accounts Payable Specialist
Key Responsibilities Process and verify invoices, expense reports, and payment requests Reconcile vendor statements and resolve discrepancies Maintain...
View Job
Accounts Payable Specialist