Investment Service Consultant

SUMMARY:
Seeking a client-focused individual with a relevant business degree or in progress, Matric/Grade 12

POSITION INFO:

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