Client Services Team Leader | Waterfall, Johannesburg

Found in: beBee S ZA - 1 month ago


Gauteng Johannesburg, South Africa PSG Konsult Ltd Full time
PSG Konsult Ltd’s job vacancy, Career and Recruitment

Job title : Client Services Team Leader | Waterfall, Johannesburg – Gauteng jobs in Gauteng

Job Location : Gauteng, Johannesburg

Deadline : April 18, 2024

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Responsibilities:

Supervision of workload of the team and allocation to team members to optimize service provision and administrative support across the hours of the contact centre Monitor and evaluate consultantsÇ activities and team operations Resolving internal and external queries from financial advisors and clients Communicating information regarding instructions, processes and procedures to advisors and clients Proactively retaining and attracting business by providing excellent service to advisors and clients Maintaining Monthly Attendance Record Maintaining Key Performance Activities (KPA) Performing and maintaining corrective actions where necessary to increase staff performance Panel-admin training of new staff Handling and resolving escalations, second call resolutions etc Drive bulk admin function communication (failed and unpaid annuities, advisor commission suspension etc) Identify opportunities and implement actions to streamline business processes Servicing and maintaining direct client and/or financial advisor base for Life and Investment Products Quality assurance of correspondence sent by the consultants telephonically or by email Online Enrolments Back up to team members where necessary Provide support to the Client Services Manager in the development and implementation of technology and systems to ensure the most effective use of new technology and opportunities.

Minimum requirements:

Minimum qualification: Financial degree (NQF Level 6) Preferred qualification: Post-Graduate Certificate in Financial Planning (CFP¬) (or studying towards) Minimum of 2 year experience in a Life/LISP Call Centre/Client Services environment Certificate/diploma in management (or studying towards) Professional and friendly telephone manner Good understanding of mathematical calculations Take initiative Excellent time management skills Ability to multi-task and have good organisational capacity Fully Bilingual (Business writing and speaking skills in Afrikaans and English) Problem solving skills Can work independently and as part of a team Apply sound judgement in query resolution Outcomes based training ability Natural leadership skills Detailed systems observation, attention to detail and solving arising problems. Ability to do performance calculations and reconciliations Approachable and supportive High ability to mediate and resolve dispute

*Accounting / Financial Services jobs in south africa

*Client Services Team Leader | Waterfall, Johannesburg – Gauteng in Johannesburg


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