Client Services Consultant

2 days ago


Cape Town, South Africa Crayon Full time

**How you'll role**

**What you'll do**
- Discussion and explanation of all funds and products offered
- Assisting clients with processing information and quotes
- Assisting clients with tracking and follow-up of transactions in progress
- Responding to queries regarding investment performance
- Clarifying and explaining investment approach and philosophy
- To ensure accurate record keeping through service-related administrative tasks
- To assist with database updates and information maintenance
- To support a positive and responsive climate for client inquiry resolution
- To play a key role in the stewardship of positive client relationships and the retention of clients
- To build and establish relationships at all levels with internal departments to enhance organizational effectiveness and efficiency
- To actively participate in the organization's continuous improvement by identifying and proposing solutions to process and service-related failures

**What you'll need**
- A relevant bachelor's degree and max 2 years of work experience
- Proven performance track record
- Overall university GPA 60%+
- Good matric results, especially maths
- Consistent or progressive results
- Involvement in extra curriculum activities (Displays initiative, ability to work in teams, leadership potential)
- Soft skills
- Sound communication and interpersonal skills
- High adaptability, vigor, resilience, agility
- Good decision-making ability
- Good self-awareness
- Good dynamic
- Service orientation ability to learn
- Analytical or problem-solving ability

**What's in it for me?**
Benefits included in CTC (covered by the employee):

- Group life cover

Disability cover
Retirement annuity
Medical aid

Additional benefits:

- Lucrative bonus structure (based on performance)

Performance increases (these increases are integrated into the structure of the consultant model and once again based on performance)
- Further educational funding Internal training, workshops, and seminars
- Lunch is served every day, ‘on-the-house’
- Health and wellness with a fully equipped gym, together with personal trainers, a bio-kineticist, and a physiotherapist

**Salary**: R20,000.00 - R25,000.00 per month



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