Cape Town: Withdrawals and Claims Consultant posted by Palesa Mbali Group

Our client is a well-established investment management firm that offers a range of financial solutions to individuals, institutions, retirement funds, and corporates. Their division provides access to investment products such as unit trusts, retirement annuities, and life-based investment platforms.

Purpose of the Role

The role handles the processing of investment-related transactions and provides administrative support for retail investment products. The core purpose of this position is to ensure service excellence by building and maintaining strong relationships with clients and independent financial advisers. The role involves managing queries, processing instructions efficiently, and contributing to the overall service delivery standards of the team.

Key Responsibilities

• Process incoming and pending investment instructions, including:

  • Opening new investment accounts.

  • Handling contributions, withdrawals, switches, and investment updates.

• Deliver exceptional service to clients and advisers via phone and email communication.

• Ensure all queries and requests are resolved promptly and accurately.

• Maintain up-to-date records of all client and adviser interactions on internal systems.

• Apply a solid understanding of investment product rules, processes, and relevant regulatory requirements.

• Support the team leader and colleagues with complex queries, escalations, and workflow management.

Qualifications and Experience

• Relevant business or finance-related degree and/or equivalent work experience.

• Experience in the investment, asset management, life insurance, or financial services sector is advantageous.

Key Competencies

• Strong attention to detail and high level of accuracy.

• Excellent organisational and time management skills.

• Effective problem-solving abilities.

• Professional verbal and written communication skills.

• Client-oriented approach with a commitment to service excellence.

• Proactive, self-motivated, and able to perform under pressure.

• Proficient in Microsoft Office (especially Word and Excel).