Financial Services Expert
1 month ago
Isilumko Staffing is seeking an experienced Financial Services Expert to join their team in Cape Town on a 12-month contract.
Job Summary:
- We are looking for a highly skilled and experienced professional to join our team as a Financial Services Expert.
About the Role:
- The successful candidate will be responsible for providing exceptional customer service and support to clients, ensuring that their queries are resolved promptly and efficiently.
- They will also be required to have a strong understanding of collective investment schemes and retirement products, as well as excellent technical skills to provide support and guidance to clients.
- In addition, they will need to have experience working in the asset management sector and wealth sector, with a strong focus on customer relationship management.
Responsibilities:
- Resolve investor queries and respond to client inquiries in a timely and professional manner.
- Attend to calls and adhere to SLA (Service Level Agreement) standards.
- Provide technical support to clients regarding retirement and collective investment schemes.
- Prevent losses by identifying and addressing potential issues before they escalate.
- Drive continuous improvement by analyzing processes, systems, and policies to identify areas for improvement.
Requirements:
- A post-graduate degree is mandatory.
- At least 2 years of experience working in a Client Service role within the asset management sector or wealth sector.
- Strong technical understanding of collective investment schemes and retirement products.
- Clear criminal record and clear credit record.
What We Offer:
- An estimated salary of R500,000 per annum, based on industry standards and market conditions in Cape Town.
- The opportunity to work with a reputable company like Isilumko Staffing, where you can grow your career and develop your skills.
- A supportive and dynamic work environment, with opportunities to collaborate with a talented team of professionals.
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