Client Liason Financial Services
4 months ago
Key responsibilities
- Calling on members exiting, entering, retiring and nearing retirement from retirement funds.
- Providing the initial contact for benefit advice counselling.
- Contacting members who responded to the system generated SMS interface within 24 hours of the member responding.
- Referring leads to the sales representatives that are generated when engaging with members during the benefit counselling process.
- Communicating with fund consultants and/or employers (companies that member’s work for) in order to obtain outstanding contact information of members.
- Customer service and support during the counselling process.
- Comply with the processes and procedures relating to the counselling process which includes complying with the Workflow system requirements
Skills and experience required
- Matric with Mathematics or Maths literacy above 80%
- 1 Year experience in financial services or Provident fund administration
- Proficient in English and 2 other languages is compulsory
- Good working knowledge of MS Office (Word, Excel, Outlook)
- Customer service experience (KYC) - Inbound and Outbound
- Ability to deal with all types of clients and have a good understanding of escalation channels
**Job Types**: Full-time, Permanent
Pay: R9 000,00 - R13 000,00 per month
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