Client Service Consultant
1 week ago
About us Ninety One is an independent, active global asset manager with R3,4 trillion of assets under management. Established in South Africa as Investec Asset Management, the firm started offering domestic investments in an emerging market. Almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition. As at 30 June Ninety One is an equal opportunities employer. About the team Our team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client's investments. We advocate excellent client service and strive to be the number one service provider in our industry. We promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within our service offering. In this role you will Manage flow of work items (instructions, queries, requests) Resolve rejections via email or telephonic Manage exceptions of internal and external stakeholder Log and resolve queries Be able to give feedback on relevant queries as and when needed Manage all inbound calls from IFA’s, their assistants, and our administration office Work collaboratively with IFA’s and all relevant stakeholders Submit, track, and give feedback on any instructions to Advisors and Advisor Assistants Maintain agreed upon turnaround times on all administrative tasks Perform regular data analysis around Client/Broker Corporate activities including but not limited to transactions, queries, escalations and exceptions with the goal to improve ease of business and the avoidance of any service failures Present your Broker Corporate analysis to IFA assistants on a regular basis in a Broker Office environment Communicate active transactional rejections and queries to IFA assistants on a regular basis in a Broker Office environment Formulate and implement solutions based on Broker Corporate analysis Promote the use of our transactional web Report internal gaps and failures around our processes and service offering to the Business Improvement team and share this within your peer group for further discussion and action where applicable Attend regular team meetings Understand the changing servicing needs of Advisors Build strong relationships with internal and external stakeholders Be supportive in offering assistance to the brokers / broker assistants and able to train their assistants Qualifications Minimum 3 – 5 years relevant industry experience A business focused degree RPE / CFA / CFP will be advantageous Matric qualification having passed both core mathematics and English Minimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essential Excellent understanding and navigation of Ninety One systems Proficient in Microsoft Office Package Excellent business writing skills Business Afrikaans (reading, writing, and speaking) will be an advantage Attributes we look for The ability to build and maintain meaningful relationships Driven by results Recognise that the engine of career growth is driven by the individual Ability to analyse, interpret and assimilate information #LI-DNI #J-18808-Ljbffr
-
Client Service Consultant
7 days ago
Cape Town, South Africa KAAP Service Full timeKAAP Customer Service offers an excellent team of Customer Service Experts for your customers. As the first point of contact, we answer and assist with your customers' queries in a friendly, binding and professional manner. Close and courteous communication is what persistently gives your clients the feeling that they are not just in good, but the best...
-
Client Service Consultant
5 days ago
Cape Town, South Africa Aon Full time**Job Summary**: Aon South Africa has an exciting opportunity for a Client Service Consultant at our Cape Town Office. The role of the Client Service Consultant is to communicate and remain in contact with the insured client regarding service/complaints/queries. This position complies with our Employment Equity policies. **Key...
-
Client Service Consultants
3 days ago
Cape Town, South Africa Intelligent Debt Management Full time**Client Service Consultants** **Who is IDM** **What you can expect as an IDM'er**: - Daily interaction with your clients (**no face-to-face Client Service**) - Daily interaction with the biggest Financial Service Providers, including the big 5 banks - Acquiring expert knowledge of the National Consumer Act and Consumer rights. - Opportunity to start or...
-
Client Service Consultant
2 weeks ago
Cape Town, South Africa Aon Corporation Full timePosting Description: **Client Service Consultant - Cape Town** Ready for the next challenge? We are hiring! Aon South Africa is recruiting a Client Service Consultant in our Personal Lines division, based on a hybrid basis at our offices in Cape Town. The role of the client service consultant is to communicate with and remain in contact with the insured...
-
Cape Town, South Africa Allan Gray Full timeJob Title Investment Service Consultant | Retail Client Services Description The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job Summary At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our steadfast commitment...
-
Client Services Consultant 1
3 weeks ago
Cape Town, South Africa Nedbank Full timeClient Service Consultant – Cape Town, Western Cape, South Africa Requisition: Closing Date: 28 November 2025Cluster: Nedbank CIB Banking – Nedgroup InvestmentsLocation: Cape Town V & A Waterfront, Cape Town, Western Cape, South Africa Job Purpose Nedgroup Investments is an award‑winning global investment business offering a wide range of solutions for...
-
Senior Client Service Consultant
7 days ago
Cape Town, South Africa Intelligent Debt Management Full time**Senior Client Service Consultant** Areas of responsibility may include but are not limited to: - Assumes accountability for resolution of escalated queries emanating from across the business as well as all public and social media platforms (e.g. Facebook, HelloPeter, etc) - Servicing our clients in a customer-centric way - Keeping accurate and detailed...
-
Client Services Consultant 1
3 weeks ago
Cape Town, South Africa Nedbank Full timeClosing Date: 28 November 2025 Job Family Sales and Servicep> Client Services Manage Self: Technical (MST) Job Purpose Nedgroup Investments is an award‑winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a...
-
Client Services Consultant 1
5 days ago
Cape Town, South Africa Nedbank Full time**Requisition Details & Talent Acquisition Contact** **REQ**: 141409 **Location**:Cape Town V & A Waterfront **Cluster**:Nedbank CIB Banking - Nedgroup Investments **Closing Date**: 31 August 2025 **Job Family** - Sales and Service **Career Stream** - Client Services **Leadership Pipeline** - Manage Self: Technical (MST) **Job Purpose** **Nedgroup...
-
Client Services Consultant 1
2 weeks ago
Cape Town, South Africa NedBank Full timeREQ: Location: Cape Town V & A Waterfront Closing Date: 31 August 2025 Job Family Sales and Service Client Services Manage Self: Technical (MST) Job Purpose Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional...
