Umhlanga Rocks: Customer Support Agent – Financial Services

As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously and accurately. Responsibilities : Calling on members exiting, entering, retiring and nearing retirement from retirement funds. Providing the initial contact for benefits advice counselling. Contacting members who responded to the system-generated SMS interface within 24 hours of the member responding. Referring leads to the Company sales representatives that are generated when engaging with members during the benefit counselling process. Communicating with fund consultants and/or employers (companies that members work for) in order to obtain outstanding contact information of members. Customer service and support during the counselling process. Comply with the Company processes and procedures relating to the counselling process which includes complying with the Workflow system requirements Requirements : Matric with Mathematics (Above 60%) 2 Years experience in financial services and campaign experience Proficient in English with excellent telephone etiquette Good working knowledge of MS Office (Word, Excel, Outlook) Customer service experience (KYC) Inbound and Outbound Ability to deal with all types of clients and have a good understanding of escalation channels Working Hours : 08:00 am – 17:00 pm Term – 6 Months Remuneration : R10 000.00 – R14 000.00 monthly Only Shortlisted candidates will be contacted