South Africa: Investment Service Consultant posted by WENZ
Posted on 2025-05-06 00:00:00
| Employer | WENZ |
|---|---|
| Category | Banking |
| Location | South Africa / 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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