Client Services Consultant
11 hours ago
**Our Client in the financial industry is looking for and Client Services Consultant to join their dynamic team**
**Job Overview**
**Key Responsibilities**
- Manage flow of work items (Instructions, queries, requests)
- 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
- Attend regular team meetings
- Understand the changing servicing needs of Advisors
- Be able to build strong relationships with internal and external stakeholders.
- Always be supportive in offering assistance to the brokers / broker assistants and able to train their assistants
- 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 IAM systems
- Proficient in Microsoft Office Package
- Excellent business writing skills
- Business Afrikaans (reading, writing and speaking) will be an advantage
- Personal Attributes:
- Able to work in a high pressurised environment
- Able to deal with high volumes of queries and deliver in a quick turnaround time
- Strong client service ethic
- Able to use initiative at all times
- Tenacity
- Problem Solving
- Strong Communication Skills - possesses a comfort and ease on the telephone
- Excellent inter-personal skills - ability to listen to others
- Takes accountability for work
- Common sense - ability to think on feet and find the answers
- Shows pride in work, self-motivated and energy to do the job well Team Player
- Risk Aware
- Ability to adapt to change
- Self-motivated with an ability to inspire others
- Self-confident and assertive
- Attention to Detail
- Consistent in high quality output
- Decision Making Ability
- Time management skills - able to handle pressure, multitask, organize and prioritize
- Resilience
- Conflict Handling
**Job Types**: Full-time, Permanent
**Salary**: R15,000.00 - R20,000.00 per month
Ability to commute/relocate:
- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)
**Education**:
- Bachelors (required)
**Experience**:
- client service: 3 years (required)
- LISP: 1 year (required)
- offshore investment: 1 year (required)
License/Certification:
- CFA/CFP/RPE (required)
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