Client Service Officer

2 weeks ago


Johannesburg, South Africa Isilumko Staffing Full time

We are looking for** Client Service Officer** who will be responsible for the following:

- 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
- Achieving an 90% rating on service evaluations. Evaluations cover:
o Providing correct and accurate information

o Effective problem solving

o Thoroughness and attention to detail

o Cross-selling and educating clients of products offered by OST

o Solutions provided to clients

o Escalations of query

o Compliments and/or complaints

o Misdeals/losses

o Rating of relationships gained or sustained amongst peers, internal and external organisations, and management
- Cost to budget
- Learning and improving
- Client Satisfaction
- Successfully handling client queries
- Idea generation
- Operational losses/errors
- Compliance deviations
- Multi-skill
- Officer will also need to cross sell products across the client brand 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 OST’s Offerings.

Knowledge
- Thorough knowledge of the FICA acts and FICA requirements.
- Fair knowledge of the Broker Business.
- Rules and regulations and the understanding of the following products:

- JSE Equities
- SAFEX - Index futures, Currency futures, SSF’s, Commodities futures
- OTC products - Contract for Differences
- Warrants
- Instalments
- Cover Calls

**Qualifications**:

- Matric
- A tertiary qualification or studying towards a tertiary qualification.
- FAIS Accredited or studying towards FAIS accreditation

Experience
- Minimum 3 years client service experience within a Broker environment.
- Good verbal communication, pays attention to detail
- Methodical, diplomatic
- Able to handle pressure/conflict
- Results and service-orientated
- team player
- able to retain optimism despite setbacks
- Self-motivated



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