Client Service Consultant

5 months ago


Cape Town, South Africa Wenz Recruitment Full time

**Key areas of responsibility**
- Confirming receipt of instructions with clients telephonically.
- Performing validations on incoming client instructions in relation to:

- Various legislative requirements relating to life and retirement products
- Completeness and accuracy of instruction from client/broker
- Proof of payment or money transfer
- FICA requirements complied with (where relevant)
- Processing of incoming instructions in respect of:

- New business transactions
- Existing business transactions (investments, retirement’s, withdrawals & switches)
- Amendments to existing static data (investors, advisors, employers)
- Ensuring all incoming work is captured within required turnaround times and before relevant cut offs.
- Attending to queries from clients, IFA’s and internal customers and responding to queries on time and diligently.
- Providing clients/ IFA’s with superior levels of service
- Maintaining records of all interactions with clients / IFA’s on Siebel
- Correct and timeous rectification of errors
- Liaise with clients / IFA’s regarding the correct implementation of instructions received to meet with our service delivery standards to our clients.
- Support fellow team members and Team Coordinator.
- Add hoc duties as may be required from time to time.

**Job specification**

Relevant experience - Relevant Business/Bcomm Degree or Job Related Experience would be an advantage but not essential. Sound knowledge of the Unit Trust industry would also be an advantage.

**Competencies**
- Accuracy and Attention to Detail
- Excellent Time Management Skills
- Excellent Problem Solving Skills
- Excellent Verbal and Communication skills
- Ability to function well under pressure

**Job Types**: Full-time, Permanent

Pay: R24 000,00 - R28 000,00 per month

**Experience**:

- Customer service: 1 year (preferred)



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