Client Service Consultants

5 months ago


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 financial advice and solutions, IDM is positioned to operate in a largely underserved market and will continue to grow. We have big plans for our future, and that could include you

The people who thrive here genuinely care about making a difference, are self-motivated and driven, creative thinkers and collaborators, and are hungry to learn and grow.

**What you can expect from your first year at IDM**:

- Communication with clients you are helping on an ongoing basis (**Call Centre Type Environment)**:

- Exposure to the biggest Financial Service Providers, including the big 5 banks
- Acquisition of expert knowledge of the National Consumer Act and Consumer rights.
- Opportunity to gain additional recognized qualifications and further study in the Financial Industry
- Operating from a professional office environment, equipped with everything you need for success
- Connection and networking with young, dynamic, and innovative co-workers.
- Possibility for amazing rewards and recognition
- ** Company benefits - Medical Aid, Retirement Annuity, Bursaries, half day off on your birthday, and more.**

**Key Responsibilities**:

- Resolving client queries dealing with:

- Debt counselling;
- Additional financial services/products;
- The National Credit Act;
- Short/non-payment queries;
- Payment and debit order queries;
- Balances;
- Credit reports.
- Effective referral of clients to other products/services such as insurance (life, credit, funeral), bank accounts, credit monitoring tools, and other products
- Driving towards achieving client retention, PDA collection, admin fee collection, query resolution turnaround times;
- Educating and referring clients to the Company self-service client portal;
**Key Requirements**
- ** 1 year Client Service Experience**:

- Diploma/Degree in Financial Services Industry advantageous
- Excellent Communications skills verbal and written
- Excellent Problem solving skills
- ** Criminal and Credit Clear



  • Cape Town, Western Cape, South Africa Isilumko Staffing (JHB) Full time

    Job Title: Client Service ConsultantIsilumko Staffing (JHB) is seeking an experienced Client Service Consultant to join their team in Cape Town on a 12-month contract.Key Responsibilities:Resolve investor queries and provide technical support for retirement and collective investment schemes.Attend to calls and adhere to Service Level Agreements (SLAs).Drive...


  • Cape Town, Western Cape, South Africa Isilumko Staffing Full time

    Client Services ConsultantWe are seeking a highly skilled and experienced Client Services Consultant to join our team at Isilumko Staffing. The core purpose of this role is to build strong relationships with investors and financial planners through the delivery of exceptional service experiences.Key Responsibilities:Respond to client needs by offering the...


  • Cape Town, South Africa Omega HR Solutions Full time

    My client, a leader in the education industry, has a vibey, high-volume, incoming call centre and requires a dynamic, dedicated and sparkling client service consultant to join their existing team. Your communication abilities, the way you can resolve issues and your zest for life will be the skills that will excite them In terms of qualifications, they...


  • Cape Town, Western Cape, South Africa Jai Search Consultancy Full time

    Job Title: Dutch Speaking ConsultantsJob Description:At Jai Search Consultancy, we are seeking a skilled Dutch speaking consultant to join our team. The ideal candidate will have a minimum of 1-2 years customer service experience, preferably in the BPO sector. Excellent communication skills in English and Dutch are essential for this role.About the Role:We...


  • 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, South Africa Intelligent Debt Management Full time

    **Client Service Consultant** **Who is IDM** Are you looking to use your experience, 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 financial advice...


  • 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, South Africa Conova Pty Ltd Full time

    Our client, an active global asset manager based in the CBD, is seeking a Client Service Consultant. The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication and are always striving to create a positive client experience with an emphasis on delivering superior service.Key...


  • Cape Town, South Africa Nedbank Full time

    **Requisition Details & Talent Acquisition Contact** **REQ**: 136022**Location**:Cape Town V & A Waterfront**Cluster**:Nedbank Wealth - Nedgroup Investments**Closing Date**: 16 December 2024**Job Family** - Sales and Service**Career Stream** - Client Service**Leadership Pipeline** - Manage Self: Technical (MST)**Job Purpose** **Nedgroup Investments** is an...


  • Cape Town, Western Cape, South Africa Conova Recruitment Full time

    Job Title: Client Service Consultant SpecialistJob Summary:We are seeking a highly skilled Client Service Consultant Specialist to join our team at Conova Recruitment. As a key member of our client service team, you will be responsible for providing exceptional client service and support to our clients. This will include communicating with clients via...


  • 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 CA Financial Appointments Full time

    ​Client Onboarding FunctionCA Financial Appointments seeks a well-respected Client Service Consultant to join their transfer agency team. This role has a focus on the client onboarding function, ensuring seamless integration and compliance with relevant legislation.Responsibilities:Manage the client onboarding process, creating accounts for individuals and...


  • Cape Town, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...


  • Cape Town, South Africa Exceed Recruitment and Human Resource Consultants Full time

    **Reference**: 9300 NB **Consultant**: Nine Broodryk Understand products and services offered by the business. Analyse monthly fund performances and support with preparation of monthly business reports, third-party fund units report and updating and adding client accounts on our third-party funds supplier for our active investment client strategies. Support...


  • Cape Town, South Africa Nedbank Full time

    **Job Classification** - Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)**Job Purpose** - We are looking for dynamic and well-spoken Client Services Compliance Consultant to join the team in Cape Town. The core purpose of this role is to ensure that the company follows the relevant laws,- regulations and...


  • Cape Town, South Africa CA Financial Appointments Full time

    Well-respected fund services client's transfer agency team seeks a Client Service Consultant to join them. This role has a focus on the client onboarding function.Responsibilities: Manage client onboarding process, account creation for individuals and legal entities Verify DocFox authorised daily, and necessary FICA requirements met before loading investor...


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

    Who are we? At Sanlam, we bring together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries, and pride ourselves on our superior products and solutions and high-quality service. Our comprehensive...


  • Cape Town, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...


  • Cape Town, Western Cape, South Africa Isilumko Staffing Full time

    Job SummaryWe are seeking a highly skilled Client Services Consultant to join our team at Isilumko Staffing. As a Client Services Consultant, you will be responsible for delivering exceptional client experiences and driving business growth through strategic client engagement.Key ResponsibilitiesClient Engagement: Develop and maintain strong relationships...


  • Cape Town, South Africa FirstRand Full time

    Job Description Dear Future, Client Service Specialist Are you someone who can: - Manage costs / expenses within approved budget to achieve cost efficiencies - Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions - Manage existing clients and grow portfolio through making contact and...