Client Service Liaison

2 weeks ago

Cape Town, Western Cape, South Africa Conova Pty Ltd Full time
Client Service Consultant

About this role

At Conova Pty Ltd, we are seeking a Client Service Consultant to join our dynamic and resilient client-focused team. The Investment Platform Client Service team are highly skilled in communication, striving to create a positive client experience with an emphasis on delivering superior service.

Key Responsibilities


  • Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.
  • Communicate with clients on the company product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients.
  • Manage all work items i.e., dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution.
  • Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third-party administrator systems) updated with all notes.
  • Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients.
  • Acting as the primary point of contact for all third-party and client queries on the company's SA and offshore funds range.
  • Assist other team members when necessary - provide cover during periods of absence.


Requirements


  • Relevant 2 - 3 years working experience.
  • A business-focused degree.
  • Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust.
  • Offshore experience - advantage.
  • Call Centre experience (Financial Services) - Essential.
  • Excellent business writing skills.


Key Attributes


  • The ability to build and maintain meaningful relationships.
  • The ability to 'approach and own' and continuously look for opportunities to develop.
  • A client-focused and collaborative approach.
  • Ability to analyse, interpret and assimilate information.

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