Client Services Consultant

2 weeks ago

Cape Town, Western Cape, South Africa Isilumko Staffing (JHB) Full time

Job Responsibilities


Client Engagement:

  • Respond to client needs by offering the right service and solution.
  • Build client trust by applying your expertise and experience to do good for your client.
  • Educate clients and potential clients on how to subscribe and service their account.
  • Treat clients with respect, build trust, show care and humility in all client interactions.
  • Help clients achieve their goals and grow financially.
  • Own the client request end to end and route for alternative intervention if not equipped to service the client.
  • Entrench clients and deliver value through cross selling.
  • Facilitate the sales process by informing clients of the product features and benefits.
  • Document client needs analysis and provide corresponding product solutions.
  • Obtain referrals from existing clients as well as leads from other business units.
  • Build, maintain and retain client relationships by keeping clients informed of progress or action taken
    regarding their applications, queries, and requests.
  • Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-service
    channels.
  • Collaborate with internal stakeholders to provide complete financial solutions for clients.
  • Ensure great client experiences by making the client feel welcome, listened to, and owning and solving their
    financial problems.
  • Ensure clients are onboarded in line with company product strategy, policy, and procedure.
  • Act with a client first mindset in all client engagements.

Goals:

  • Contribute to the success of the company through meeting your service excellence, teamwork and personal
    development goals whilst adhering to security, operational and compliance procedures, and
    policies.
  • Develop, retain, and grow the business by delivering against individual and team goals that support a
    positive client experience.
  • Increase market share of primary clients by entrenching clients through needs discussions, salary and
    debit order switching as well as enrolling clients on the various digital platforms.
  • Identify and resolve work obstacles and problems through participating in team meetings, sharing
    information and reviewing performance against targets and standards.
  • Ensure all sales activities are completed to plan, progress reviewed, and corrective action taken.
  • Support the achievement of the sales and service strategy objectives and values.
  • Enable strategy of being financial experts who do good.
  • Covert leads into sustainable business in a responsible manner.

Risk and Compliance:

  • Mitigate risks and meet legislative requirements (e.g. FICA, FAIS and Letter of Authority) by being accredited
    and updating and maintaining client information.
  • Report suspicious transactions to the relevant department.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant
    newsletters, communications, and training material.
  • Manage risk by meeting technical, company standards, practices, and resource management.
  • Be a responsible employee by being compliant to policies, controls, regulations, and banking
    legislation.

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees

Preferred Qualification


Banking Services (example, Higher Certificate in Banking Services - NQF5)

Minimum Experience Level

  • 2-3 years working experience as a Client Services Consultant within the Asset Management industry.
  • Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business.
  • A sound technical understanding of Collective Investment Schemes and Retirement product.

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