Client Service Consultant

Recruiter:

Conova Recruitment

Job Ref:

CPT000426/GR

Date posted:

Wednesday, April 9, 2025

Location:

Capetown, South Africa

Salary:

35000 Monthly

SUMMARY:
Our client, an active global Asset Management organisation, is seeking a Client Service Consultant to join their team.

The company's distinctive capabilities sit within differentiated fixed income and credit, as well as specialist equities, and they have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

POSITION INFO:
Key Responsibilities:

Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.
Communicate with clients on the company's product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients.
Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution.
Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes.
Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients.
Acting as the primary point of contact for all third party and client queries on the company's SA and offshore funds range.
Assist other team members when necessary – provide cover during periods of absence.

Qualifications, Skills and Experience:

Relevant 2 - 3 years working experience
A business focused degree
Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust
Offshore experience – advantage
Call Centre experience (Financial Services) – Essential
Excellent business writing skills
The ability to build and maintain meaningful relationships
The ability to ‘approach and own’ and continuously look for opportunities to develop
A client focused and collaborative approach
Ability to analyse, interpret and assimilate information

Similar jobs you might be interested in:

Client Service Consultant
Location: Cape Town
Salary: 35000 Monthly
Our client, an active global Asset Management organisation, is seeking a client service consultant to join their team.The company's distinctive capabilities sit within differentiated fixed income and credit, as well as specialist equities, and they have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.
7 days ago

Client Service Administrator
Location: Cape Town
Salary:
Our client in the Northern Suburbs is looking for a client services Administrator to join their team. This role requires someone that pays attention to detail and is customer focused.
5 days ago

Investment Service Consultant
Location: Western Cape
Salary: Salary CTC R330 000.00 dependent on experience p/a
Seeking a client-focused individual with a relevant business degree or in progress, Matric/Grade 12
43 days ago

Branding Sales Consultant
Location: Bellville
Salary: R 9 000
Are you a target-driven person who builds strong client relationships?Our client is based close to Tyger Valley and receives a high volume of incoming leads daily from companies interested in branding options suited to their specifications. As a Branding Sales consultant you would turn these warm leads into sales, while offering outstanding customer service, ensuring that their branding process ru...
1 day ago

Recruitment Consultant (Bookings)
Location: Capetown
Salary: R18,500 - R20,000 per month
As a Recruitment consultant, you will play a key role in sourcing and placing healthcare professionals in a variety of roles across England (North and South). The position requires strong communication skills, attention to detail, and the ability to work effectively under pressure.
5 days ago

Talent Acquisition Resourcer / Recruitment Administrator
Location: Capetown
Salary: R300,000
Talent Acquisition Resourcer / Recruitment Administrator
6 days ago

Customer Success Consultant
Location: Somerset West
Salary: R22k - 25k per month
Customer, Success, consultant,
6 days ago

Customer Success Consultant
Location: Somerset West
Salary: R20k - 22k per month
Customer, Success, consultant,
6 days ago

Customer Success Consultant
Location: Somerset West
Salary: R20k - 22k per month
Customer, Success, consultant,
6 days ago

Broker Consultant
Location: Cape Town
Salary: 25000 Monthly
Our client is looking for a highly organised, detail-oriented, and proactive Broker consultant to join their dynamic team. This role is essential in supporting the operational workflow, ensuring seamless administrative processes, and maintaining high standards of client service. The ideal candidate will possess strong communication skills and the ability to manage multiple tasks efficiently.Profic...
6 days ago

Client Service Consultant

Similar jobs you might be interested in:

Jobseekers

Recruiter

General