Investment Service Consultant

SUMMARY:
Seeking a client-focused individual with a relevant business degree or in progress, Matric/Grade 12

POSITION INFO:

A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment products

The responsibilities will include, but not be limited in anyway to:-

• Ensuring an excellent quality of service is given to clients at all times

• Online accounts verification and activation

• Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise

• To provide support to the correspondence and walk-in-centre teams as and when required

• Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence

• Identifying and proposing solutions to process and service related failures

• To supply marketing material via various Media forms to all interested parties

• Database updates and information maintenance

Qualifications and experience which are Non Neg.

• Relevant business degree or studying towards NOT NEG

• Matric/Grade 12

• 6 months contact centre experience/client services experience

• Excellent verbal and written communication skills (good voice and good diction)

• Be multilingual

• ITC/CRIM Clear

• Computer Literate

The importance of this role is that the candidate should possess all of the following skills.

• Self Control, Initiative, Analytical Thinking, Professionalism, Administration Skills

• Friendly and diplomatic nature with a passion for people

• Maturity to speak confidently with intermediaries and clients

• Have an aptitude to learn different products

• Posses the highest standards of personal integrity and the ability to maintain confidentiality

• Cope with shifting priorities

• Ensure conformity with processes and rules

• Organised and self-disciplined

• Enjoys working in a team environment.

• Numeric and Verbal Ability

• Quality Focus (Attention to detail and Accuracy)

• Adaptability, Stress tolerance

• Ability to deal with complexity of different types of calls and clients

• Ability to prioritise and function positively under pressure

• Accept accountability and take responsibility for tasks done

• Ability to relate to others