INVESTMENT CLIENT SERVICES CONSULTANT | CAPE TOWN

 

Recruiter:

The Recruitment Council

Job Ref:

INVESTMENT CLIENT SE..

Date posted:

Friday, November 11, 2022

Location:

CapeTown, South Africa

Salary:

Yearly Salary


JOB SUMMARY:
INVESTMENT CLIENT SERVICES CONSULTANT | CAPE TOWN

JOB DESCRIPTION:

Job Purpose:

We are looking for a dynamic and well-spoken Client Service Consultant to join the team in Cape Town. The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences.

Job Responsibilities:

  • Provide client services to investors via various communication channels.
  • Providing technical support in terms of Collective Investment Schemes and retirement products.
  • Adhere to the daily schedule to ensure that targets are met by following the work plan.
  • Follow the company''s processes and values such as honesty; integrity; accountability; respect and pushing beyond boundaries when answering calls and when dealing with internal and external relations.
  • Escalate all unresolved queries to management by logging the case on the system.
  • Answer 90% of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate lead targets required on a month-to-month basis by offering products to the clients.
  • Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in the company’s culture building initiatives (e.g. staff surveys etc).
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
  • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
  • Keep abreast of legislation and other industry changes that impact on role by reading the relevant newsletters; websites and attending sessions.
  • Keep up to date with risk standards by reading; understanding and completing the updated manuals every time they are sent out and agreeing to the terms.
  • Understand and embrace the company’s vision and demonstrate the values through interaction with team and stakeholders.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced, and certifications obtained and/or maintained within specified time frames.
  • Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with the team.
  • Understand the nature of the client''s query by reiterating the key points raised by the client.
  • Give continuous feedback to management and the back office and ensure that stakeholders are also updated through communication of information required by the different stakeholders.

Minimum Experience Level:

  • 2-3 years working experience as a Client Services Consultant within the Asset Management industry.
  • Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business
  • A sound technical understanding of Collective Investment Schemes and Retirement product

Essential Qualifications - NQF Level:

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Behavioural Competencies:

  • Building Customer Loyalty
  • Communication
  • Technical/Professional Knowledge and Skills
  • Managing Work
  • Adaptability
  • Quality Orientation

Technical / Professional Knowledge

  • Administrative procedures and systems
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business writing skills
  • Banking knowledge
  • Banking procedures
  • Cluster Specific Operational Knowledge
  • Business principles
  • Business terms and definitions
  • Governance, Risk and Controls

 

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