As a Client Services Consultant, you will handle both inbound and outbound telephonic communications with our client base. Your primary responsibility is to ensure that the quality of service provided exceeds customer expectations while fostering constructive relationships with clients. You will utilize our IT systems accurately to address queries effectively and refer calls to appropriate departments only when necessary. This role also involves handling more complex queries, often involving amendments to payments made, and providing accurate product information to clients in accordance with established standards and protocols. Additionally, you may have supervisory responsibilities.
What Will Make You Successful in This Role: Job Purpose: You will be responsible for all client contact, including telephonic, email, and walk-in inquiries. This role offers an excellent opportunity to kickstart your career in financial services within our highly respected client services team. Talented graduates with a determination to succeed will find this role to be the perfect starting point for a professional career.
Key Outcomes: As a Client Service Consultant Communication Centre, you will be expected to achieve the following outcomes:
- Providing the highest level of client service to all clients, including internal stakeholders, Independent Financial Advisors (IFAs), and investors.
- Assisting clients with investment administration queries.
- Offering investment and product information to IFAs and investors.
- Participating in ad-hoc client services projects as needed.
Qualifications and Experience:
- Matric/Grade 12, including Pure Mathematics.
- A relevant financial degree or qualification is advantageous.
- Minimum of 3 years’ experience in the finance or investment industry.
- Exceptional communication skills in English, both written and verbal.
Competencies:
- Client-focused mindset.
- Collaboration skills.
- Results-driven approach.
- Ability to cultivate innovation.
- Resilience in overcoming challenges.
- Strong problem-solving abilities.
- Adaptability to changing situations.
- Excellent written and verbal communication skills in English.
Attributes:
- Positive and enthusiastic attitude.
- Team player mentality.
- Ability to thrive under pressure.
- Commitment to honesty, integrity, and respect.
- Capacity to adapt to change effectively.
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