Retail Client Service Consultant

5 months ago


Cape Town, South Africa Capital Assignments Full time

Our client is seeking a passionate and highly motivated individual who will be a part of their client service team, responsible for guiding their clients through their products and processes, providing clarity on any questions or concerns they may have. Join them in their mission to promote Employment Equity and make a meaningful impact in the financial services industry. Our client is firmly aligned behind their focus on achieving consistent investment excellence. Many of their staff have stayed with them for many years, testament to their strong culture of ownership and responsibility. You can also benefit from a flat management structure and their team-based approach allows their investment professionals to focus on what they do best - managing clients’ savings.
- 3 years’ experience in financial services client servicing
- An appropriate tertiary education
- English and Afrikaans proficiency
- A good overall understanding of the investment industry, with a particular focus on unit trusts
- Good verbal and written communication skills with clients, internal business units and service providers



  • Cape Town, South Africa Allan Gray Proprietary Limited Full time

    Career Opportunities: Investment Service Consultant | Retail Client Services (8031) Short Description The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job Summary Why should you consider Allan Gray? At Allan Gray, you will spend your days doing meaningful and...


  • 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 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...

  • Retail Sales Associate

    13 hours ago


    Cape Town, Western Cape, South Africa Service Solutions Full time

    We are seeking a skilled Retail Sales Associate to join our team at Service Solutions' Hermanus branch.Estimated Salary: R 15,000 - R 20,000 per month (dependent on experience)Company OverviewWe are a leading international brand and market leader in the retail industry, committed to providing exceptional customer service and experiences.Job DescriptionAs a...


  • Cape Town, South Africa Candidate Connect Full time

    An established, and well rated Asset Manager has a_ _**Retail Client Services** opportunity within an Investment team that offers a wide range of products across the Investment spectrum. This team requires a passionate and highly motivated individual who will be part of a team responsible for guiding clients through the asset manager’s products and...


  • Cape Town, South Africa Centre Recruit Consultants Full time

    Our Client, a leading supplier of high-quality fabrics, rugs, wallpaper, and homeware is looking for a Sales Consultant who will be based at our upmarket showroom in Somerset West. The main purpose of the position is to promote and sell retail products to customers, provide excellent customer service, and reach and exceed sales budgets. The main functions...


  • 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 Rory Mackie & Associates Full time

    **Overview**: **Responsibilities**: - Assisting and building relationships with customers either by telephone, electronically or face to face - Responding promptly to customer inquiries and following up on queries where applicable - Obtain and evaluate all relevant information to handle product and service enquiries - Record details of enquiries, comments...


  • 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, Western Cape, South Africa Service Solutions Full time

    Service Solutions is seeking a skilled Financial Accountant to join our team in Cape Town, South Africa. As an Assistant Financial Accountant for our International FMCG Retailer, you will play a vital role in ensuring the accounting function is managed efficiently.Job DescriptionThis dynamic position offers a challenging opportunity to work with a reputable...


  • 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 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, Western Cape, South Africa Service Solutions Full time

    Stock Controller – RetailLuxury Retailer Service Solutions is seeking a skilled Stock Controller to oversee stock control operations and procedures in a retail environment.Key Responsibilities:Ensure accurate and efficient stock management practicesDevelop and implement stock control procedures to meet company requirementsCollaborate with the retail team...


  • 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**: -...