Specialist : Client Servicing

Overview Insurance and Asset Management is best positioned to provide comprehensive investment and asset management offerings, as well as insurance solutions, to our African clients. Our goal is to meet our clients' financial needs by offering holistic advice and competitive solutions during significant transition points in their lives. With our expertise in the Standard Bank Group, we are uniquely equipped to serve the financial needs of African clientele seeking trusted guidance on investment, insurance, and asset management solutions. In fact, we go far beyond what you'd expect from financial services – all to make sure our clients have seamless access to a comprehensive range of services, through a pioneering digital ecosystem. To provide specialist advice and support in order to ensure customer satisfaction and enhance the customer experience, through the execution of predefined objectives as per agreed standard operating procedures (SOPs). 2 - 3 years experience in a similar environment Minimum Qualifications Bachelor`s Degrees and Advanced Diplomas (NQF Level 07) in Office Administration Process Update database / s with findings and other relevant information to enhance identification of trends and analysis. Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information. Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards. Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective. Provide constructive and timeous feedback on work progress and problems encountered to relevant stakeholders. Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures. Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation. Plan for own task execution and advises on improvements related to area of specialisation. Customer Provide sound consulting services and recommendations based on customer needs, current information and trends. Provide support to ensure the effective resolution of customer queries in order to promote customer satisfaction and retention. Inform and educate customers on products to ensure retention of existing customers; increase sales revenue and increase the org. customer base. Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance. Finance Adhere to specified standards, policies and procedures to prevent potential losses / wastage related to the area of specialisation. Learning and Growth Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge. Contribute positively to own area-specific knowledge improvement associated with area of specialisation. Governance Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and elevate risks where necessary. Query resolution (Intermediate) Building Customer Loyalty (Intermediate) Research and Information Gathering (Basic) Reporting and Interpretation (Basic) Customer Advice (Technical) (Basic) Customer Relationship Management (Basic) Professional / Technical learning (Basic) Organisation and Attention to Detail (Basic) Interpersonal Effectiveness (Basic) Problem Solving and Analysis (Basic) Teamwork and Cooperation (Basic) Communicating with Impact (Basic) Customer Orientation (Basic) IAM is an equal opportunity employer and are committed to creating an inclusive environment for all employees. As part of our commitment to Diversity, Equity and Inclusion, we encourage applications from people with disabilities. Liberty Group Limited - an Authorised Financial Services Provider in terms of the FAIS Act (Licence no #J-18808-Ljbffr