| Date | 2024-06-08 |
|---|---|
| Job Title | Investment Service Consultant |
| Employer | More Information |
| Salary | R24 000 – R28 000 PER MONTH |
| Category | Accounting Finance |
| Location |
ZA / South Africa |
Job Summary
INVESTMENT SERVICES CONSULTANT Perm, Salary CTC up to 288 000-336 000 dependent on experience p/a, CBD, normal working hours Mon – Fri, must be flexible. Normal company benefits apply. A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment products The responsibilities will include, but not be limited in anyway to:- Ensuring an excellent quality of service is given to clients at all times Online accounts verification and activation Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise To provide support to the correspondence and walk-in-centre teams as and when required Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence Identifying and proposing solutions to process and service related failures To supply marketing material via various Media forms to all interested parties Database updates and information maintenance Qualifications and experience which are Non Neg. Relevant business degree or studying towards NOT NEG Matric/Grade 12 6 months contact centre experience/client services experience Excellent verbal and written communication skills (good voice and good diction) Be multilingual ITC/CRIM Clear Computer Literate The importance of this role is that the candidate should possess all of the following skills. Self Control, Initiative, Analytical Thinking, Professionalism, Administration Skills Friendly and diplomatic nature with a passion for people Maturity to speak confidently with intermediaries and clients Have an aptitude to learn different products Posses the highest standards of personal integrity and the ability to maintain confidentiality Cope with shifting priorities Ensure conformity with processes and rules Organised and self-disciplined Enjoys working in a team environment. Numeric and Verbal Ability Quality Focus (Attention to detail and Accuracy) Adaptability, Stress tolerance Ability to deal with complexity of different types of calls and clients Ability to prioritise and function positively under pressure Accept accountability and take responsibility for tasks done Ability to relate to others
Investment Service Consultant position available in ZA, South Africa. This job position was posted by . The job has been posted on 2024-06-08 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
Durbanville: Investment Client Service Officer posted by Your HR Outsourced (Pty) Ltd
Our client seeks an individual passionate about assisting clients, excelling in organizational tasks, and embracing the world of investments. As a Client Services Officer, you`ll play a crucial role in ensuring client satisfaction, assisting the operations
View Job
Investment Client Service Officer
South Africa: Investment Service Consultant
HIRING: Commerce Graduates (Finance, Business Science, Economics, Investment Management) - CAPE TOWN BASED. Relocation assistance provided (T``s & C``s apply) 65% GPA overall for Matric and University with year-on-year progression. - Ideally looking for ca
View Job
Investment Service Consultant
Pretoria: Investment Sales Specialist posted by Numeral Financial Services Group
Position: Investment Sales Specialist Location: Pretoria Are you all about client services and addressing customer concerns? Are you a fantastic salesperson with the ability to meet deadlines? Do you love working with people and ensuring they feel heard?
View Job
Investment Sales Specialist
Pretoria: Investment Sales Specialist posted by Numeral Financial Services Group
Position: Investment Sales Specialist Location: Pretoria Are you all about client services and addressing customer concerns? Are you a fantastic salesperson with the ability to meet deadlines? Do you love working with people and ensuring they feel heard?
View Job
Investment Sales Specialist
Pretoria: National Sales Manager: Long-Term & Investments posted by Numeral Financial Services Group
Position: National Sales ManagerLocation: Pretoria Do you love being out and about, meeting new people? Do you want to write your own cheque on a monthly basis? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you hungr
View Job
National Sales Manager
South Africa: Investment Service Consultant
INVESTMENT SERVICES CONSULTANT Perm, Salary CTC up to 288 000-336 000 dependent on experience p/a, CBD, normal working hours Mon - Fri, must be flexible. Normal company benefits apply. A Corporate Financial Services Company is seeking to employ a Client Se
View Job
Investment Service Consultant
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
Cape Town: Client Service Consultant – Retail Investments posted by Rory Mackie & Associates
The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication. The team are always striving to create a positive client experience with an emphasis on delivering superior service. The te
View Job
Client Service Consultant – Retail Investments
Gauteng: Finance Manager – Investment Services – R1m – R880k posted by Hire Resolve
Hire Resolve has partnered with a Specialized Finance Company within the Investment space to find a Finance Manager to join their team in Sandton, Gauteng. The role is responsible for the financial and management accounting function. ResponsibilitiesR
View Job
Finance Manager – Investment Services – R1m – R880k