Investment Service Consultant
Perm, Salary CTC up to 240 000-320 000+ dependent on experience p/a, CBD, normal working hours – Mon – Fri, must be flexible. Normal company benefits apply. Company assistance with relocation as well
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
Email CV to careers@wenzrecruitment.co.za
Should you not receive a response in two weeks from submitting your CV please assume unsuccessful
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