Financial Service Consultant

2 weeks ago


Cape Town, South Africa Southern Shore Recruitment Agency Full time

Client Support Consultant

Claremont, Cape Town

**Roles and Responsibilities**:

- Proactive client engagement - reach out to clients who have initiated but not completed the registration process to offer assistance and guidance.
- Identify challenges preventing clients from completing registration and provide solutions or escalate as necessary.
- Customer service excellence - maintain a high standard of customer service by promptly responding to client inquiries and resolving concerns efficiently.
- Address client concerns and complaints with empathy and professionalism, striving for client satisfaction in every interaction.
- Ensure all client interactions adhere to company policies, procedures, and SLAs.
- Provide clear and accurate information to clients, explaining processes and procedures as needed.
- Escalate to the appropriate team managers if necessary.
- Monitor and track client support metrics to ensure SLAs are consistently met or exceeded.

**Qualifications**:

- Matric
- A relevant communication or administration qualification could be helpful.

Administration experience within the financial sector - Advantageous

**Experience**:

- Experience in customer service or client support roles in corporate environment
- Strong interpersonal and communication skills, both verbal and written.
- Excellent problem-solving abilities and attention to detail.
- Ability to work in a fast-paced environment and manage multiple priorities.
- Familiarity with CRM systems and support ticketing platforms is a plus.

**Job Type**: Permanent

Pay: R15 000,00 - R20 000,00 per month

**Education**:

- High School (matric) (preferred)

**Experience**:

- Working in the finance industry: 2 years (preferred)


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