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South Africa: Investment Service Consultant

Investment Service Consultant

Posted on 2025-03-05

Salary Salary CTC R330 000.00 dependent on experience p/a
Category Accounting Finance
Location ZA  /  South Africa

Job Summary

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

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Investment Service Consultant position available in ZA, South Africa. This job position was posted by . The job has been posted on 2025-03-05 in the Accounting Finance category

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