Financial Service Consultant

7 months 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)



  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Financial Services Risk Consultant OpportunityWe are seeking a highly experienced Financial Services Risk Consultant to join our team at CA Financial Appointments. The ideal candidate will have a strong background in risk management and 8-10 years of experience in the field.Job Description:The Senior Risk Analyst will assist with risk processes, including...

  • Service Consultant

    2 weeks ago


    Cape Town, South Africa Curiska (Pty) Ltd Full time

    PURPOSE OF POSITION **The purpose of the Service Consultant role is to**: Provide administrative support to all advisors in the Cape Town office and implement all client service-related processes within Gradidge-Mahura Investments. To assist with administrative support in other offices as need arise. ROLES AND RESPONSIBILITIES 1. Draw Investments and Risk...


  • Cape Town, Western Cape, South Africa Liberty Standard Bank Group Full time

    Unlock Your Potential as a Senior Financial Services ConsultantAt Liberty Standard Bank Group, we are committed to delivering exceptional financial solutions to our clients. As a Senior Financial Services Consultant, you will play a vital role in helping our clients achieve their financial goals.**Overview:**We offer a dynamic and supportive work environment...


  • Cape Town, South Africa Octogen (Pty) Ltd Full time

    **Join the Octogen Family as a Financial Services Sales Consultant!** **Why Join Us?** At Octogen, we’re on a mission to empower our clients to achieve financial well-being. As a Financial Services Sales Consultant, you’ll be the essential link connecting clients to the solutions they need to break free from debt and breath again with...


  • Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    **Job Summary**We are seeking a highly skilled Financial Services Consultant to join our team at Rory Mackie & Associates. As a Transfers and Onboarding Consultant, you will be responsible for the administration of Voluntary, TFSA, Section 14, and Living Annuity transfers.The ideal candidate will have a strong background in Linked Products, Local Unit...


  • Cape Town, Western Cape, South Africa Emporium Human Capital Full time

    About the Role:As a Financial Services Consultant with Emporium Human Capital, you will have the opportunity to champion valued customers in achieving their lifetime goals. Your key responsibilities will include identifying financial needs, providing sound financial advice, and recommending and implementing tailored financial plans and solutions.You will be...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    A leading stockbroking firm seeks an experienced Compliance Officer to oversee regulatory compliance within the organization. As a member of the senior management team, this individual will be responsible for ensuring that all aspects of the business comply with relevant legislation.This is an exceptional opportunity to work in a dynamic industry and...


  • Cape Town, Western Cape, South Africa Cross Wealth Financial Services Full time

    Job DescriptionThe Personal Financial Advisor will be responsible for providing financial planning, offering personalized financial advice, creating customized retirement plans, and delivering financial services to clients. The role involves developing tailored financial strategies, analyzing financial data, and guiding clients towards their long-term...


  • Cape Town, Western Cape, South Africa Financial Advisors HR Full time

    We are seeking highly motivated Financial Advisors/ Insurance brokers/Great sales people to join our team at Financial Advisors HR. With a national presence in Johannesburg, Durban, and Cape Town, this is an excellent opportunity for individuals to leverage their skills and experience in financial services.Salary: We offer a competitive salary range of...

  • Sales Consultant

    3 months ago


    Cape Town, South Africa GOLDLEAF FINANCIAL SERVICES Full time

    **Job description** Job Title: Sales Consultant Job Overview: Are you passionate about assisting people in achieving financial control? Join our sales team as a Debt Review Sales Consultant where your contribution will make a great difference in the lives of others. We are looking for motivated individuals who flourish in a sales-driven environment, have...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    CA Financial Appointments offers an exciting opportunity for a Trade Settlement Specialist to join their investment administration team. This role involves working with a range of financial services solutions, making it an ideal fit for recent accounting graduates interested in the field.Key Responsibilities:Settle trades and manage cash flow...


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

    Come and be part of Curiska's dynamic team as a Senior Business Consultant - Financial Services! We are offering a competitive salary of $85,000 per year for this role.About the Job:In this position, you will contribute to product design and user experience, providing ideas to improve client engagement and work closely with teams to prioritize and manage...


  • Cape Town, South Africa KAAP Service Full time

    KAAP Customer Service offers an excellent team of Customer Service Experts for your customers. As the first point of contact, we answer and assist with your customers' queries in a friendly, binding and professional manner. Close and courteous communication is what persistently gives your clients the feeling that they are not just in good, but the best...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    **About CA Financial Appointments**We are a global financial services team seeking an experienced Financial Services Operations Coordinator to join our finance team. Our clients benefit from secure and efficient cross-border payment solutions, and we're looking for someone who shares our commitment to excellence.The ideal candidate will have a keen eye for...


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

    We are seeking a seasoned Operational Support Manager to join our team at iOCO. In this critical role, you will be responsible for ensuring the smooth operation of our business processes and systems.Salary: $100,000 - $160,000 per annumJob OverviewiOCO is a leading consultancy that provides innovative software solutions to complex business problems. We are...


  • Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Job Description:We are seeking an experienced Financial Services Operations Coordinator to join our finance team at CA Financial Appointments. This role will involve working closely with our clients to provide secure and efficient cross-border payment solutions.Key Responsibilities:Payment Processing: Accurately process cross-border payments, ensuring timely...

  • Sales Consultant

    5 days ago


    Cape Town, South Africa Precision Placements Full time

    **SALES CONSULTANT - FINANCE** **WESTERN CAPE** **CORE PURPOSE OF THE JOB** To market and sell the Banks asset-based finance products including residential properties, small equipment, and motor vehicle finance for individuals within the respective region and ensure excellent service to customers and adherence to the banks policies and procedures. **MAIN...


  • Cape Town, South Africa Allan Gray Full time

    **Job Title**: - Investment Service Consultant | Retail Client Services **Description**: - The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. **Job Summary**: **Why should you consider Allan Gray?** - At Allan Gray, you will spend your days doing meaningful and engaging...


  • Cape Town, South Africa CA Financial Appointments Full time

    A Global business with operations in the USA and South Africa is looking for a Financial Planning & Analysis to join their energetic, fast paced, and innovative environment with a focus on a “can do” attitude. You will work as part of the Finance & Operations team to assist with all aspects of the business. You will provide financial consulting and...


  • Cape Town, South Africa CA Financial Appointments Full time

    Join a leading financial services provider as the Regional Financial Manager based in Cape Town. The ideal candidate will have a minimum of 5 years of experience in the financial or long-term insurance sectors. A proven track record as a Financial Manager within a sales-driven environment will be advantageous. Responsibilities Translate regional strategy...