CRM/Investment Customer Relations

SUMMARY:
CRM

POSITION INFO:

Position in Pretoria East
Afrikaans communication is essentail. Must be able to deal with Afrikaans clients.

African, Coloured or Indian female required. EE only

Deals with technical and complex client queries or complaints and resolves issues to completion (sometimes as part of an escalation process).
Responsible for the end-to-end finalisation of a query or complaint. Often works across organisational boundaries to facilitate problem resolution.

Deals with all client instructions, queries or complaints and resolves issues to completion.Uses knowledge of products to secure an end-to-end finalisation of client instructions, queries or complaints. Facilitates problem solution across organisational and market boundaries. Responsible for managing reputation risk associated with regard to non-compliance to regulatory requirements, non-adherence to set procedures, service levels and complaints. Responsible for ensuring that service delivery to clients/intermediaries remains within business practice.

Responsible for all administrative functions around client onboarding.

Responsible for all administrative functions around client disbursements.

Responsible for the execution of portfolio transfers.

Responsible for the settlement of OTC trades.

Responsible for the collation and processing of corporate action elections.

Accountable for service delivery through own efforts.
Individually accountable for managing own time, tasks and outputs, whilst adhering to industry cut-offs and service level agreements.
Makes increased contributions by broadening individual skills.
Collaborates effectively with others to achieve personal results.
Accepts and lives the company values.

NB! This job is now closed. You can apply for other jobs by uploading your CV.