| Date | 2024-06-28 |
|---|---|
| Job Title | Client Services Consultant: Investment Banking: V&A Waterfront Cape Town: 1 Year Ftc |
| Employer | More Information |
| Salary | |
| Category | Accounting Finance |
| Location |
Gauteng / Johannesburg |
Job Summary
Client Service Consultant: Investment Banking: Sales and Service: V&A Waterfront Cape Town: Banking: 1 Year Fixed term Contract To provide professional and efficient call services to optimize client experience for the Bank’s clients and ensure continued relationships are created and maintained. We are looking for a dynamic and well-spoken Client Service Consultant to join the 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:
Provide client services to investors via various communication channels. Providing technical support in terms of Collective Investment Schemes and retirement products. Adhere to the daily schedule to ensure that targets are met by following the work plan. Follow the bank processes and values such as honesty, integrity, accountability, respect and pushing beyond boundaries when answering calls and when dealing with internal and external relations. Escalate all unresolved queries to management by logging the case on the system. Answer 90% of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate lead targets required on a month-to-month basis by offering products to the clients. Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly. Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems. Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions. Keep up to date with risk standards by reading, understanding and completing the updated manuals every time they are sent out and agreeing to the terms. Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team. Understand the nature of the client`s query by reiterating the key points raised by the client. Give continuous feedback to management and the back office and ensure that stakeholders are also updated through communication of information required by the different stakeholders. Essential Qualifications: NQF Level Advanced Diplomas/National 1st Degrees Degree is not negotiable 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. Technical / Professional Knowledge: Customer service principles l Customer relationship management l Product Knowledge l Problem solving skills Behavioural Competencies: Building Customer Loyalty l Adaptability l Applied Learning l Experience should include: Administrative procedures and systems l Banking knowledge l Banking procedures l Business principles l Business terms and definitions l Business writing skills l Investment Cluster Specific Operational Knowledge l Governance, Risk and Controls l Relevant regulatory knowledge l Relevant software and systems knowledge The Investments Banking Business Unit is an award-winning global investment business with a growing presence in Europe : Offers a wide range of investment solutions for retail and institutional investors. The BU is a division of Bank Group in SA, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. Their philosophy sees them as partnering with select fund managers who they believe can provide consistent long-term outperformance for their clients. These fund managers are experts in their field of specialization and they tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. They obsess about long-term performance and our top priority is to deliver a superior investment experience for their clients.
Client Services Consultant: Investment Banking: V&A Waterfront Cape Town: 1 Year Ftc position available in Gauteng, Johannesburg. This job position was posted by . The job has been posted on 2024-06-28 in the Accounting Finance category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Port Elizabeth: Client Services Manager: Occupational Health Nurse
Requirements: A National Senior Certificate is essential. Degree / Diploma in Occupational Health Nursing is essential. Certificates in Audiology and Spirometry are essential. Must be registered with the South African Nursing Council as an Occupational Hea
View Job
Client Services Manager
Cape Town City Centre: Client Services Consultant
Job Responsibilities: Provide client services to investors via various communication channels Providing technical support in terms of Collective Investment Schemes and retirement products Adhere to the daily schedule to ensure that targets are met by follo
View Job
Client Services Consultant
Johannesburg: Client Services Administrator (Onboarding) – Aml/Due Diligence
HIRING: Client services administrator (ACCOUNT OPENING - AML/DUE DILIGENCE) - ROSEBANK Job Description: An excellent opportunity for a client services administrator to join a rapidly growing financial services firm based in Rosebank. You will work as part
View Job
Client Services Administrator (Onboarding) – Aml/Due Diligence
Cape Town City Centre: Client Services Administrator 6 Months Contract
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 exc
View Job
Client Services Administrator 6 Months Contract
Johannesburg: Client Services Consultant: Investment Banking: V&A Waterfront Cape Town: 1 Year Ftc
Client Service Consultant: Investment Banking: Sales and Service: V&A Waterfront Cape Town: Banking: 1 Year Fixed term Contract To provide professional and efficient call services to optimize client experience for the Bank’s clients and ensure continued re
View Job
Client Services Consultant
Cape Town City Centre: Client Services Consultant – 12 Month Contract
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 a
View Job
Client Services Consultant – 12 Month Contract
Johannesburg: Business Unit (Bu) Manager: Client Services (Jhb) posted by Datafin
Business Unit (BU) Manager: Client Services (JHB)Finance/Admin ~ Media/Marketing/SalesJohannesburg - GautengENVIRONMENT: LEAD, manage and grow the Client Services Business Unit as the next Business Unit Manager sought by a dynamic ICT Specialist in Joburg.
View Job
Business Unit (Bu) Manager
Johannesburg: Senior Client Services Analyst posted by IOCO
We are seeking a Senior Client Service Analyst to join our team. As a seasoned Senior Client Services Analyst, your role is to provide professional advice and support on systems and services to clients across various markets and services, including special
View Job
Senior Client Services Analyst
Johannesburg: Senior Client Services Analyst posted by IOCO
We are seeking a Senior Client Service Analyst to join our team. As a seasoned Senior Client Services Analyst, your role is to provide professional advice and support on systems and services to clients across various markets and services, including special
View Job
Senior Client Services Analyst
Sandton: Client Services Manager | Woodmead posted by The Recruitment Council
Are you a dynamic individual with a passion for client satisfaction and financial services? Our client has an amazing opportunity just for you! Join a leading Financial Services company as a Client Services Manager, where you`ll play a pivotal role in ensu
View Job
Client Services Manager | Woodmead
Emalahleni: Sales Orders Clerk / Client Administrator posted by Sentinel Staffing Services
Job Description: Accurately capture and process sales orders into our system. Liaise with clients to ensure orders are processed efficiently and resolve any queries or issues promptly. Maintain accurate records of client interactions and transactions. Assi
View Job
Sales Orders Clerk / Client Administrator
Johannesburg: Client Services Consultant: Investment Banking: V&A Waterfront Cape Town: 1 Year Ftc posted by Isilumko Staffing
Client Service Consultant: Investment Banking: Sales and Service: V&A Waterfront Cape Town: Banking: 1 Year Fixed term ContractTo provide professional and efficient call services to optimize client experience for the Banks clients and ensure continued
View Job
Client Services Consultant
Cape Town: Client Services Administrator 6 Months Contract posted by Isilumko Staffing
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 exc
View Job
Client Services Administrator 6 Months Contract
Cape Town: Client Services Consultant – 12 Month Contract posted by Isilumko Staffing
Job ResponsibilitiesClient 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 s
View Job
Client Services Consultant – 12 Month Contract
Johannesburg: Client Services Administrator (Onboarding) – Aml/Due Diligence posted by Curiska
HIRING: Client services administrator (ACCOUNT OPENING - AML/DUE DILIGENCE) - ROSEBANK Job Description:An excellent opportunity for a client services administrator to join a rapidly growing financial services firm based in Rosebank. You will work as part o
View Job
Client Services Administrator (Onboarding) – Aml/Due Diligence
Cape Town: Retail Investment Client Services Consultant posted by Rory Mackie & Associates
Overview:Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the co
View Job
Retail Investment Client Services Consultant
Johannesburg: Client Services Administrator posted by Isilumko Staffing
A top company in the insurance industry is seeking a Client Services Administrator to start in their Branch administration department in Rustenburg.PurposeTo provide professional first line support to clients and sales supportResponsibilitiesRender client
View Job
Client Services Administrator
Rustenburg: Client Services Administrator posted by Isilumko Staffing
Providing first-line support to clients and sales support such as:1. Rendering client services.2. Administrating claims.3. Advising clients.4. Office administration.5. Documentation and filing. Educational requirements:Matric (Grade 12) Technical requireme
View Job
Client Services Administrator
Roodepoort: Client Services Executive (Insurance) posted by AtripleA recruitment & temps
Roodepoort (Constantia Kloof) Client Services Executive R180,000 and R240,000 CTC • Performance based bonus A JSE listed Short Term Insurance company has a vacancy for a Client Services Executive to join their team. The ideal candidate has great com
View Job
Client Services Executive (Insurance)
Johannesburg: Client Services Executive (Insurance) posted by AtripleA recruitment & temps
Johannesburg Client Services Executive (Insurance) Market Related Client Services Executive (Insurance)Location: JohannesburgOur client in the Insurance industry is looking for a Client Services Executive. The candidate will be working in the underwritin
View Job
Client Services Executive (Insurance)
Pretoria: Client Services Administrator (Insurance) – Upington posted by AtripleA recruitment & temps
Pretoria East Permanent R17 200 Location: Upington, Northern CapeSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key responsib
View Job
Client Services Administrator (Insurance) – Upington
Sasolburg: Client Services Administrator (Insurance) – Sasolburg posted by AtripleA recruitment & temps
Sasolburg, Free State Permanent R17 200 Location: Sasolburg, Free StateSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key res
View Job
Client Services Administrator (Insurance) – Sasolburg
Jane Furse: Client Services Administrator (Insurance) – Limpopo posted by AtripleA recruitment & temps
Jane Furse, Limpopo Permanent R17 200 Location: Jane Furse, LimpopoSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key respons
View Job
Client Services Administrator (Insurance) – Limpopo
Mtubatuba: Client Services Administrator (Insurance) – Kzn posted by AtripleA recruitment & temps
Mtubatuba, KZN Permanent R17 200 Location: Mtubatuba, KZNSalary: R17 200 p.m.Our client in the Insurance industry is looking for a Client Services Administrator to provide professional first line support to clients and sales support.Key responsibilities
View Job
Client Services Administrator (Insurance) – Kzn
Bloemfontein: Temp Client Services Administrator (Insurance) posted by AtripleA recruitment & temps
Bloemfontein, Free State Temp Temp Client Services Administrator (Insurance)Location: Bloemfontein, Free StateSalary: R54 per hourOur client in the Insurance industry is looking for a Temp Client Services Administrator.Key responsibilities Render client s
View Job
Temp Client Services Administrator (Insurance)