Client Experience Specialist

1 month ago


Cape Town, Western Cape, South Africa Isilumko Staffing Full time
About the Role

We are seeking a skilled and experienced Client Experience Specialist to join our team at Isilumko Staffing in Cape Town. This role involves building strong relationships with investors and financial planners through exceptional service experiences.

As a Client Experience Specialist, you will be responsible for delivering tailored solutions to meet the needs of our clients. This includes:

  • Providing expert advice on Collective Investment Schemes and Retirement products;
  • Ensuring seamless onboarding experiences for new clients;
  • Maintaining and growing existing client relationships through regular communication and problem-solving;
  • Identifying opportunities for cross-selling and upselling;
  • Collaborating with internal stakeholders to provide comprehensive financial solutions.
About You

To succeed in this role, you will need:

  • A minimum of 2-3 years' experience as a Client Services Consultant within the Asset Management industry;
  • Strong knowledge of Investments/Pension Funds/Retirement Funds in an Asset Management Business;
  • A sound understanding of Collective Investment Schemes and Retirement products;
  • Excellent customer service skills and a customer-first mindset.
Salary and Benefits

The estimated salary for this role is R250,000 - R350,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits including medical aid, life insurance, and paid time off.



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