Client Service Officer
3 weeks ago
**Job purpose**
- Officer will also be required to service clients across a broad platform to ensure an exceptional client experience
- Officer will also need to cross sell products across the bank brand.
- Will also serve as a primary contact for Traders and Investors who use OST and for those wanting to learn more about the Stock Market and OSTs Offerings.
**Key responsibilities**
- Keep abreast with all the products serviced by the Broker and ensure understanding to assist our clients optimally.
- Trading and Investing in JSE Equities / JSE Derivative products / OTC products as per clients instructions. These products cover stocks, futures, warrants, commodities and OTC products like Contracts for Difference.
- Providing clients information on how to trade and invest in these products
- Selling of the Stock Market and OST as the broker of choice
- Respond to queries timeously and efficiently (telephonically/JIRA)
- Liaise and instruct the transfer secretary in respect of Share Withdrawals and all other Share Certificates to be added to the clients portfolio on behalf of the client.
- Adhere to all policies and procedures.
- Closure of accounts as per clients request.
- Preserve relationships between the various desk we service
**Competencies required**
- Matric
- A tertiary qualification or studying towards a tertiary qualification.
- FAIS Accredited or studying towards FAIS accreditation
- Minimum 3 years client service experience within a Broker environment.
- Thorough knowledge of the FICA acts and FICA requirements.
- Fair knowledge of the Broker Business.
- Cover Calls
- Rules and regulations and the understanding of the following products:
- JSE Equities
- SAFEX Index futures, Currency futures, SSFs, Commodities futures
- OTC products Contract for Differences
- Warrants
- Instalments
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