Client Service Consultant |Cape Town

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 the company''s 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.
Contribute to a culture conducive to the achievement of transformation goals by participating in the company’s culture building initiatives (e.g. staff surveys etc).
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 impact 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 company’s 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 the team.
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.

Minimum Experience Level:
2-3 years working experience as a Client Services Consultant within the Asset Management industry.
Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business
A sound technical understanding of Collective Investment Schemes and Retirement product

Essential Qualifications - NQF Level:
Matric / Grade 12 / National Senior Certificate
Advanced Diplomas/National 1st Degrees