Client Service Officer (12 Months Contract)

 

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

1141773273

Date posted:

Saturday, November 19, 2022

Location:

Johannesburg, South Africa


SUMMARY:
-

JOB DESCRIPTION:

We are looking for Client Service Officer who will be responsible for the following:

  • Keep abreast with all the products serviced by the Broker and ensure understanding to assist our clients optimally.
  • Trading and Investing in JSE Equities / JSE Derivative products / OTC products as per clients’ instructions. These products cover stocks, futures, warrants, commodities and OTC products like Contracts for Difference.
  • Providing clients information on how to trade and invest in these products
  • Selling of the Stock Market and OST as the broker of choice
  • Respond to queries timeously and efficiently (telephonically/JIRA)
  • Liaise and instruct the transfer secretary in respect of Share Withdrawals and all other Share Certificates to be added to the clients’ portfolio on behalf of the client.
  • Adhere to all policies and procedures.
  • Closure of accounts as per clients’ request.
  • Preserve relationships between the various desk we service
  • Achieving an 90% rating on service evaluations. Evaluations cover:

    o Providing correct and accurate information

    o Effective problem solving

    o Thoroughness and attention to detail

    o Cross-selling and educating clients of products offered by OST

    o Solutions provided to clients

    o Escalations of query

    o Compliments and/or complaints

    o Misdeals/losses

    o Rating of relationships gained or sustained amongst peers, internal and external organisations, and management

    · Cost to budget

    · Learning and improving

    · Client Satisfaction

    · Successfully handling client queries

    · Idea generation

    · Operational losses/errors

    · Compliance deviations

    · Multi-skill

  • Officer will also need to cross sell products across the client brand  brand
  • Will also serve as a primary contact for Traders and Investors who use OST and for those wanting to learn more about the Stock Market and OST’s Offerings.

Knowledge

  • Thorough knowledge of the FICA acts and FICA requirements.
  • Fair knowledge of the Broker Business.
  • Rules and regulations and the understanding of the following products:
  • JSE Equities
  • SAFEX – Index futures, Currency futures, SSF’s, Commodities futures
  • OTC products – Contract for Differences
  • Warrants
  • Instalments
  • Cover Calls

Qualifications

  • Matric
  • A tertiary qualification or studying towards a tertiary qualification.
  • FAIS Accredited or studying towards FAIS accreditation

Experience

  • Minimum 3 years client service experience within a Broker environment.
  • Good verbal communication, pays attention to detail
  • Methodical, diplomatic
  • Able to handle pressure/conflict
  • Results and service-orientated
  • team player
  • able to retain optimism despite setbacks
  • Self-motivated

 


 

 

 

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