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Client Service Consultant

4 months ago

Sandton, South Africa Afrizan People Intelligence Full time

Our client in the financial services (LISP) industry is looking for a Client Service Consultant to join their dynamic team on a 7 month FTC contract.


Key Responsibilities Scope of the Role:

  • To provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.
  • Manage all work items i.e.
this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution Key responsibilities (to include but not limited to):

  • Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes.
  • To support the Client Group by providing proactive communication on rejections and queries raised by the third party administrators and clients.
  • Acting as the primary point of contact for all third party and client queries on the IAM SA and offshore funds range.
  • Assist other team members when necessary provide cover during periods of absence.
  • Relevant 12 years working experience
  • A business focused degree
  • Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience advantage
  • Call Centre experience (Financial Services)
  • Essential
  • Excellent business writing skills Personal Attributes:
  • Immediately Available

Job Types:
Full-time, Temporary

Contract length: 7 months

Salary:
From R15,000.00 per month

Ability to commute/relocate:

  • Sandton, Gauteng: Reliably commute or planning to relocate before starting work (required)

Experience:

  • LISP: 1 year (required)
Asset Management: 1 year (required)
Portfolio Products: 1 year (required)