Retail Investment Client Services Consultant

SUMMARY:
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POSITION INFO:

Overview:

Our client, a global asset management company, is seeking to appoint a Retail Client Services Consultant. This position requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the company’s products and processes, providing clarity on any questions or concerns they may have. Preference will be given to appropriately qualified, previously disadvantaged candidates, in accordance with our client’s commitment to Employment Equity

Responsibilities:

• Assisting and building relationships with customers either by telephone, electronically or face to face
• Responding promptly to customer inquiries and following up on queries where applicable
• Obtain and evaluate all relevant information to handle product and service enquiries
• Assisting clients with processing of forms, applications and requests
• Record details of enquiries, comments and complaints
• Maintain customer databases
• Communicate and coordinate with internal departments
• Assist in improving the environment with projects, process reviews and other enhancements

Requirements:

• A relevant tertiary education is required
• A minimum of 3 years’ experience in financial services client servicing
• English and Afrikaans proficiency
• A good overall understanding of the investment industry, with a particular focus on unit trusts
• High level of computer literacy
• Good verbal and written communication skills with clients, internal business units and service providers

Competencies & Personal Attributes:

• Excellent interpersonal skills and ability to communicate at all levels
• Takes ownership and accountability
• Problem solving and solution-orientated
• Attention to detail
• Tenacious
• Self-motivated with high levels of initiative
• A team player that relates with both internal and external stakeholders
• Stress tolerance
• Analytical skills
• Ability to follow through