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Entry Level Financial Specialist

2 weeks ago

Cape Town, Western Cape, South Africa Ground One Direct Marketing Full time

We are committed to delivering exceptional customer experiences and building long-term relationships with our clients. As an Entry-Level Financial Service Agent, you will play a vital role in helping us achieve this goal.

Your primary responsibilities will include assisting clients with financial planning and investment decisions, providing information on various financial products and services, and assessing clients' financial needs to recommend suitable products.

You will also be responsible for managing client accounts, maintaining accurate records of transactions, conducting market research to stay updated on financial products and trends, and handling client inquiries and resolving issues promptly.

This role requires strong organizational and time management skills, as well as the ability to work effectively in a fast-paced environment. If you are a detail-oriented individual with excellent communication skills and a passion for the financial services industry, we encourage you to apply.

Key qualifications include:

  • No prior experience is required, but it is a plus
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities
  • Detail-oriented with a high level of accuracy
  • Proficiency in using financial software and tools
  • A high school diploma or equivalent; a degree in finance, economics, or a related field is preferred