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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