Customer Support Agent - Financial Services

SUMMARY:
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Customer Support Agent (Call Centre) to join their team on a 6-month contract. If you have a passion for client relations and a good understanding of the financial services industry, this could be an exciting opportunity for you.

This is an immediate role with Start Date 10/12/2025

POSITION INFO:
As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously and accurately.

Responsibilities:

• Calling on members exiting, entering, retiring and nearing retirement from retirement funds.
• Providing the initial contact for benefits advice counselling.
• Contacting members who responded to the system-generated SMS interface within 24 hours of the member responding.
• Referring leads to the Company sales representatives that are generated when engaging with members during the benefit counselling process.
• Communicating with fund consultants and/or employers (companies that member’s work for) in order to obtain outstanding contact information of members.
• Customer service and support during the counselling process.
• Comply with the Company processes and procedures relating to the counselling process which includes complying with the Workflow system requirements

• Matric with Mathematics (Above 60%)
• 2 Years experience in financial services and campaign experience
• Proficient in English with excellent telephone etiquette
• Good working knowledge of MS Office (Word, Excel, Outlook)
• Customer service experience (KYC) – Inbound and Outbound
• Ability to deal with all types of clients and have a good understanding of escalation channels