Client services
4 months ago
One of the TOP banks in S.A. is looking for an experienced Client Service Consultant to join their JHB team on a 6-month contract.
Qualifications and experience:
- 3 years' client service experience in a Broker environment
- Must have product knowledge: JSE Equities, SAFEX, Contract for differences, warrants, installments
- Computer literate
- JIRA application knowledge
- Matric
- Tertiary qualification or studying towards
- FAIS accredited or studying towards
Job skills / competencies:
- Communication
- Attention to detail
- Results driven
- Client centric
- Able to handle conflict
- Work under pressure
- Stakeholder engagement
- Idea generation
- Client satisfaction
- Multi-tasking
Key performance areas:
- Stakeholder engagement
- Cross sell
- Act as primary contact for Traders and investors
- Educate clients about the stock market
- Engage with the Broker and ensure you keep abreast of the products
- Responsible for trading and investing in JSE equities / derivative products, OTC products / warrants / futures / commodities
- Guide clients on how to trade and invest in the products
- Engage with the Transfer Secretary regarding share withdrawals
- Close clients accounts
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