Client Service Specialist
2 months ago
Job Description
Hello future Client Service Specialist
Ashburton Investments is a new generation investment manager that offers investors access to more sources of return and more ways to manage risk. In the institutional space in South Africa as well as our Global business, we pride ourselves on offering solutions to address clients’ holistic balance sheet needs, and to support business strategies in the reallocation of investment capital in the face of increasing regulatory pressures. We see institutions as but not limited to, pension funds, long and short-term insurers, re-insurers, as well as medical aid schemes.
In this role you will be required to provide the customers with excellent service by ensuring that they are served promptly, understanding their needs and processing their requests and deliver individual results through personal effort and skill. You will also be required to build and maintain strong relationships with our internal and external stakeholders.
Are you someone who can:
- Drive significant growth and profitability in the context of cost management- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions- Resolve all customer queries efficiently, and within agreed timelines.- Prepare business communication that is of a professional standard- Ensure all communications with clients are professional, resulting in compliments. Ensure client investigation deadlines are met and consultant keeps the client continually in the loop.- Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information- Comply with governance in terms of legislative and audit requirements- Ensure that all issues or feedback arising out of client contact be accurately recorded on the CRM system.- Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data- Manage own development to increase own competencies- Have completed a relevant Bachelor’s Degree or Diploma- Have at least 1 - 3 years’ experience withing Financial Services
You will have access to:
- Opportunities to network and collaborate- Challenging Working- Opportunities to innovate
We can be a match if you have:
- Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to- Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
Job Details
Application Closing Date
26/03/24
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