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Financial Services Specialist

1 week ago


Cape Town, Western Cape, South Africa Old Mutual South Africa Full time
Job Overview

We are seeking a highly motivated individual to join our team as a Financial Services Specialist. In this role, you will be responsible for providing exceptional customer service and developing strong relationships with clients.

Main Responsibilities
  1. Customer Service: Respond to customer inquiries in a timely and professional manner, resolving issues and concerns to their satisfaction.
  2. Solutions Analysis: Analyze customer needs and provide solutions that meet their requirements, ensuring compliance with established standards and protocols.
  3. Relationship Development: Build and maintain strong relationships with customers, identifying opportunities to increase sales and revenue.
  4. Data Management: Ensure accurate and up-to-date customer information is maintained, making notes of follow-up actions and customer interactions.
  5. Business Development: Identify and pursue new business opportunities, collaborating with colleagues to achieve sales goals.
Requirements
  • National Senior Certificate/ equivalent NQF 4 qualification
  • Excellent communication and interpersonal skills