Investment Service Consultant

HR Genie

  • Cape Town, Western Cape
  • Permanent
  • Full-time
  • 1 day ago
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 productsThe responsibilities will include, but not be limited in anyway to:-Ensuring an excellent quality of service is given to clients at all timesOnline accounts verification and activationBuild and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might ariseTo provide support to the correspondence and walk-in-centre teams as and when requiredCompleting administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondenceIdentifying and proposing solutions to process and service related failuresTo supply marketing material via various Media forms to all interested partiesDatabase updates and information maintenanceQualifications and experience which are Non Neg.Relevant business degree or studying towards NOT NEGMatric/Grade 126 months contact centre experience/client services experienceExcellent verbal and written communication skills (good voice and good diction)Be multilingualITC/CRIM ClearComputer LiterateThe importance of this role is that the candidate should possess all of the following skills.Self Control, Initiative, Analytical Thinking, Professionalism, Administration SkillsFriendly and diplomatic nature with a passion for peopleMaturity to speak confidently with intermediaries and clientsHave an aptitude to learn different productsPosses the highest standards of personal integrity and the ability to maintain confidentialityCope with shifting prioritiesEnsure conformity with processes and rulesOrganised and self-disciplinedEnjoys working in a team environment.Numeric and Verbal AbilityQuality Focus (Attention to detail and Accuracy)Adaptability, Stress toleranceAbility to deal with complexity of different types of calls and clientsAbility to prioritise and function positively under pressureAccept accountability and take responsibility for tasks doneAbility to relate to others

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