Investment Service Consultant

2 weeks ago


Cape Town, Western Cape, South Africa Wenz Recruitment Full time
Job Title: Investment Service Consultant

We are seeking a highly skilled Investment Service Consultant to join our team at Wenz Recruitment. As a key member of our corporate financial services team, you will be responsible for providing exceptional client service and support to internal and external clients.

Key Responsibilities:
  • Ensure timely and accurate resolution of client queries and issues
  • Provide online account verification and activation services
  • Build and maintain relationships with internal departments to ensure seamless service delivery
  • Support correspondence and walk-in-centre teams as needed
  • Complete administrative tasks to maintain accurate records and statistics
  • Identify and propose solutions to process and service-related failures
  • Supply marketing materials to interested parties
  • Update and maintain databases and information systems
Requirements:
  • Relevant business degree or studying towards
  • Matric/Grade 12
  • 6 months contact centre experience/client services experience
  • Excellent verbal and written communication skills
  • Be multilingual
  • ITC/CRIM Clear
  • Computer Literate
Desirable Skills:
  • Self-control, initiative, analytical thinking, professionalism, and administration skills
  • Friendly and diplomatic nature with a passion for people
  • Maturity to speak confidently with intermediaries and clients
  • Aptitude to learn different products
  • Personal integrity and ability to maintain confidentiality
  • Ability to cope with shifting priorities
  • Organized and self-disciplined
  • Ability to relate to others

We are looking for a motivated and detail-oriented individual who is passionate about delivering exceptional client service. If you have a strong work ethic and a desire to succeed in a dynamic and fast-paced environment, we encourage you to apply for this exciting opportunity.



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