Client Service Consultant

Recruiter:

Conova Recruitment

Job Ref:

CPT000426/GR

Date posted:

Wednesday, April 9, 2025

Location:

Capetown, South Africa

Salary:

35000 Monthly

SUMMARY:
Our client, an active global Asset Management organisation, is seeking a Client Service Consultant to join their team.

The company's distinctive capabilities sit within differentiated fixed income and credit, as well as specialist equities, and they have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

POSITION INFO:
Key Responsibilities:

Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.
Communicate with clients on the company's product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients.
Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution.
Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes.
Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients.
Acting as the primary point of contact for all third party and client queries on the company's SA and offshore funds range.
Assist other team members when necessary – provide cover during periods of absence.

Qualifications, Skills and Experience:

Relevant 2 - 3 years working experience
A business focused degree
Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust
Offshore experience – advantage
Call Centre experience (Financial Services) – Essential
Excellent business writing skills
The ability to build and maintain meaningful relationships
The ability to ‘approach and own’ and continuously look for opportunities to develop
A client focused and collaborative approach
Ability to analyse, interpret and assimilate information

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