Call Agent: Client Services Consultant: Banking: FTC 6 months Must have: Investments/Pension Funds/Retirement Fund in an Asset Management Business experience

 

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

2368895612

Date posted:

Tuesday, April 19, 2022

Location:

Cape Town, South Africa


SUMMARY:
-

JOB DESCRIPTION:

Call Agent: Client Services Consultant: Banking: FTC 6 months:  Cape Town

Must have: Investments/Pension Funds/Retirement Fund in an Asset Management Business experience

Job Purpose

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 Client 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 Client Culture building initiatives (e.g. staff surveys).
  • 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 impacts 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 Client 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 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.

Essential Qualifications - NQF Level

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

Minimum Experience Level

  • 2 - 4 years’ experience in a Unit Trust or Asset Management environment
  • Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business
  • A sound technical understanding of Collective Investment Schemes and Retirement products

Recruitment Note:

Communication will only be with shortlisted candidates jino.

The Candidate is hereby referred to the Company’s privacy policy available at which the Candidate hereby agrees to

 

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



 

 

 

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