Financial Consultant Administrator
2 weeks ago
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
**Salary**: R15 000,00 - R20 000,00 per month
**Education**:
- High School (matric) (preferred)
**Experience**:
- Working in the finance industry: 2 years (preferred)
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