Retail Client Services Consultant

2 weeks ago


Cape Town, South Africa Rory Mackie & Associates Full time

**Overview**:
**Responsibilities**:

- Assisting and building relationships with customers either by telephone, electronically or face to face
- Responding promptly to customer inquiries and following up on queries where applicable
- Obtain and evaluate all relevant information to handle product and service enquiries
- Record details of enquiries, comments and complaints
- Maintain customer databases
- Communicate and coordinate with internal departments
- Assist in improving the environment with projects, process reviews and other enhancements

**Requirements**:

- A relevant tertiary education is required
- A minimum of 3 years’ experience in financial services client servicing
- English and Afrikaans proficiency
- A good overall understanding of the investment industry, with a particular focus on unit trusts
- High level of computer literacy
- Good verbal and written communication skills with clients, internal business units and service providers

**Competencies & Personal Attributes**:

- Excellent interpersonal skills and ability to communicate at all levels
- Takes ownership and accountability
- Problem solving and solution-orientated
- Attention to detail
- Tenacious
- Self-motivated with high levels of initiative
- A team player that relates with both internal and external stakeholders
- Stress tolerance
- Analytical skills
- Ability to follow through



  • Cape Town, Western Cape, South Africa Ad Hoc Client Full time

    The Ad Hoc Client is looking for a skilled Retail Sales Consultant Lead to join their team in Cape Town. As a key member of the sales department, you will be responsible for establishing and maintaining strong relationships with clients across the region.Job Description:Sales Strategy: Develop and implement effective sales strategies to meet and exceed sales...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    Who we are?Sanlam Investment Group: The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous.Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and...


  • Cape Town, South Africa NielsenIQ Full time

    **Job Description**: The Client Manager in Retail Services has an appreciation of industry and NielsenIQ products and services as well as a good understanding of the value those products and services bring to our clients. Responsible for listening to, discovering and understanding client needs to identify sales opportunities and leveraging NielsenIQ’s...


  • Cape Town, South Africa A1 Financial Services Full time

    Job description We require dynamic customer service agents with experience in the insurance industry - mass market. This portfolio specializes in “customer first contact” for recently purchased insurance products for a leading brand. You will be based in the Western Cape, Southern Suburbs. **Client Retention Agent Job Responsibilities**: -...


  • Cape Town, Western Cape, South Africa NedBank Full time

    Job DescriptionWe are seeking a highly skilled and motivated Client Service Consultant to join our team. As a Client Service Consultant, you will be responsible for delivering exceptional client service and ensuring that clients receive the best possible experience when interacting with our bank.Key Responsibilities:Client Engagement: Build and maintain...


  • Cape Town, South Africa Candidate Connect Full time

    An established, and well rated Asset Manager has a_ _**Retail Client Services** opportunity within an Investment team that offers a wide range of products across the Investment spectrum. This team requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the asset manager’s products and...


  • Cape Town, Western Cape, South Africa M&G Investments Full time

    A vacancy has arisen for a Client Director: Retail within the M&G Retail Distribution Team. As a Client Director: Retail at M&G, you will primarily focus on developing and managing existing strategic relationships and partnerships within the retail market, particularly category II independent financial advisors.This role encompasses a broad range of...


  • Cape Town, Western Cape, South Africa Ziyana Group Full time

    Are you a motivated and enthusiastic individual looking to launch your career in the finance industry? Ziyana Group is seeking recent graduates with a passion for investments and a drive to succeed in their graduate programme.The Investment Service Consultant role is a permanent position designed for individuals with less than two years of work experience....


  • Cape Town, South Africa Momentum Distribution Services Full time

    **Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...


  • Cape Town, South Africa Aon Corporation Full time

    Posting Description: **Client Service Consultant - Cape Town** Ready for the next challenge? We are hiring! Aon South Africa is recruiting a Client Service Consultant in our Personal Lines division, based on a hybrid basis at our offices in Cape Town. The role of the client service consultant is to communicate with and remain in contact with the insured...


  • Cape Town, South Africa Intelligent Debt Management Full time

    **Client Service Consultant** **Who is IDM** Are you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be. The work we do and the way we do it make a real, lasting difference to the lives of those we reach. As an award-winning industry leader in...


  • Cape Town, Western Cape, South Africa DAV Professional Placement Group Full time

    DUTIES AND DAILY RESPONSIBILITIES:Daily management of all operational aspects of the environmentOngoing support, mentoring and coaching of existing and new Client Relationship Managers (CRMs)Monthly evaluation of CRM calls and emails against Sygnia servicing standardsDaily monitoring of and addressing client survey results, with aligned CRM coaching and...


  • Cape Town, South Africa Six Sense Full time

    Western Cape, Cape Town - Annually Cost To Company (Market related) A well-established company is seeking an Investment Client services Consultant The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. **Qualification**: -...


  • Cape Town, Western Cape, South Africa Ogilvy South Africa Full time

    Ogilvy South Africa is a leading global marketing and advertising agency committed to pushing the boundaries of creativity and delivering exceptional results for our clients.We are seeking a highly skilled Retail Account Manager to join our team in Cape Town.Job Requirements:Build and maintain strong relationships with retail clients, identifying...


  • Cape Town, South Africa Afrizan Full time

    **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...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Client Service Consultant Reporting Line: Team Leader OnboardingLocation: Westlake, Cape TownPurpose of the RoleAs a Client Onboarding Champion, you will play a pivotal role in ensuring a seamless onboarding experience for clients, acting as a vital link between clients and the operational teams. Your primary responsibility will be to deliver...


  • Cape Town, South Africa Tailormade Solution Full time

    The purpose of the Sales Consultant role is to build the new apparel brand, contribute to an outstanding service culture, observe store standards, and operational excellence, and deliver service and sales strategies alongside the team. The role delivers merchandising plans, loss prevention and related mitigation plans, achievement of sales targets, and...


  • Cape Town, South Africa Wenz Recruitment Full time

    Client Service Consultant - Investment Perm, Salary CTC up to 280 000-320 000+ dependent on experience p/a, CBD, normal working hours - Mon - Fri, must be flexible. Normal company benefits apply. A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to...

  • Beauty Consultant

    3 weeks ago


    Cape Town, South Africa The Prestige Distribution Services Full time

    **Job Description - Beauty Consultant (Institut Esthederm)** **Position**:Beauty Consultant **Department** : Sales **Location**: Cape Town **Reporting to** : Sales Manager Our client, an up and coming retailer is offering an exciting opportunity for a driven, tech savvy, and ambitious individual to join the Johannesburg team as a Beauty Consultant...


  • Cape Town, Western Cape, South Africa DAV Professional Placement Group Full time

    Job Summary:">This is an exciting opportunity to join DAV Professional Placement Group as a Team Lead Retail Client Services.About the Role:">We are seeking a highly skilled and experienced Team Lead Retail Client Services to lead our retail client services team.The ideal candidate will have 3-5 years' experience in client servicing coupled with a minimum of...