Corporate Financial Services Professional

3 weeks ago


Cape Town, Western Cape, South Africa HR Genie Full time

We are seeking a highly skilled Client Service Consultant to join our team at HR Genie. This is an excellent opportunity for someone who is passionate about delivering exceptional client service and has a strong background in financial services.

The successful candidate will be responsible for providing timely and professional support to internal/external clients/brokers, including new business, switches, redemptions, deceased estates, transfers, and queries for various investment products. Key responsibilities will include:

  • Ensuring a high level of quality service is delivered to clients at all times
  • Online accounts verification and activation
  • Building and establishing relationships with internal departments to ensure timely resolutions to any problems that may arise
  • Providing support to the correspondence and walk-in-centre teams as needed
  • Completing administrative tasks to maintain accurate records of queries and correspondence
  • Identifying and proposing solutions to process and service-related failures
  • Supplying marketing materials to interested parties
  • Maintaining database updates and information

Requirements for this role include:

A relevant business degree or studying towards one (not negotiable)

Matric/Grade 12 qualification

At least 6 months of contact centre experience/client services experience

Excellent verbal and written communication skills (good voice and good diction)

Multilingualism

ITC/CRIM Clear certification

Computer literacy

This role requires a candidate with strong interpersonal skills, able to build rapport with clients and colleagues alike. A self-controlled individual with initiative and analytical thinking will thrive in this environment. Proficiency in product knowledge and ability to adapt to changing priorities is essential. Strong administration skills, stress tolerance, and numerical/verbal abilities are also crucial.



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