Client Services Consultant

2 weeks ago

Cape Town, Western Cape, South Africa Mindworx Consulting Full time
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 their 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
  • Answer 90% of all calls within 60 seconds (90/60) as per Service Level Agreements (SLA) Generate lead targets required on a month-to-month basis by offering products to the clients.
  • Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly
  • Contribute to a culture conducive to the achievement of transformation goals by participating in their 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 the implementation of new processes; policies and systems
  • Keep abreast of legislation and other industry changes that impact on the role by reading the relevant newsletters; and 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 vision and demonstrate the values through interaction with team and stakeholders
  • Improve personal capability and stay abreast of developments in the 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 the 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 team
  • Understand the nature of the client's query by reiterating the key points raised by the client
  • 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
Essential Qualifications - NQF Level:
  • Diploma
  • Advanced Diplomas/National 1st Degrees
Minimum Experience Level:
  • 2-3 years working experience as a Client Services Consultant within the Asset Management industry
  • Experience with Investments/Pension Funds/Retirement Funds in an Asset Management Business
  • A sound technical understanding of Collective Investment Schemes and Retirement product

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