Retail Client Services Consultant

6 months ago


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 processes, providing clarity on any questions or concerns they may have.

The role is Cape Town based.

**In essence this role involves**:

- 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
- Record details of enquiries, comments and complaints
- Maintain customer databases
- Assist in improving the environment with projects, process reviews and other enhancements

**Experience & Qualifications**:

- BCom / BBusSc or similar university degree with a Finance or Investments leaning.
- 3 - 4 years’ experience in the investments industry (within client servicing).
- Good knowledge and understanding of Unit Trusts.
- Excellent interpersonal skills and ability to communicate at all levels.
- Comfort to take ownership and accountability, and strong attention to detail.

**This is an EE designated opportunity.



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