Client Service Officer (12 Months Contract)

We are looking for Client Service Officer who will be responsible for the following:

• Keep abreast with all the products serviced by the Broker and ensure understanding to assist our clients optimally.
• Trading and Investing in JSE Equities / JSE Derivative products / OTC products as per clients’ instructions. These products cover stocks, futures, warrants, commodities and OTC products like Contracts for Difference.
• Providing clients information on how to trade and invest in these products
• Selling of the Stock Market and OST as the broker of choice
• Respond to queries timeously and efficiently (telephonically/JIRA)
• Liaise and instruct the transfer secretary in respect of Share Withdrawals and all other Share Certificates to be added to the clients’ portfolio on behalf of the client.
• Adhere to all policies and procedures.
• Closure of accounts as per clients’ request.
• Preserve relationships between the various desk we service

• Achieving an 90% rating on service evaluations. Evaluations cover:

  o Providing correct and accurate information

  o Effective problem solving

  o Thoroughness and attention to detail

  o Cross-selling and educating clients of products offered by OST

  o Solutions provided to clients

  o Escalations of query

  o Compliments and/or complaints

  o Misdeals/losses

  o Rating of relationships gained or sustained amongst peers, internal and external organisations, and management

  · Cost to budget

  · Learning and improving

  · Client Satisfaction

  · Successfully handling client queries

  · Idea generation

  · Operational losses/errors

  · Compliance deviations

  · Multi-skill

• Officer will also need to cross sell products across the client brand  brand
• Will also serve as a primary contact for Traders and Investors who use OST and for those wanting to learn more about the Stock Market and OST’s Offerings.

Knowledge

• Thorough knowledge of the FICA acts and FICA requirements.
• Fair knowledge of the Broker Business.
• Rules and regulations and the understanding of the following products:
• JSE Equities
• SAFEX – Index futures, Currency futures, SSF’s, Commodities futures
• OTC products – Contract for Differences
• Warrants
• Instalments
• Cover Calls

Qualifications

• Matric
• A tertiary qualification or studying towards a tertiary qualification.
• FAIS Accredited or studying towards FAIS accreditation

Experience

• Minimum 3 years client service experience within a Broker environment.
• Good verbal communication, pays attention to detail
• Methodical, diplomatic
• Able to handle pressure/conflict
• Results and service-orientated
• team player
• able to retain optimism despite setbacks
• Self-motivated