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Client Services Specialist

2 months ago


Cape Town, Western Cape, South Africa Isilumko Staffing Full time
Job Title: Client Services Consultant

At Isilumko Staffing, we are seeking a highly skilled Client Services Consultant to join our team. As a Client Services Consultant, you will be responsible for delivering exceptional client experiences and driving business growth through strategic client engagement.

Key Responsibilities:
  • Client Engagement: Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions to meet their financial goals.
  • Financial Solutions: Collaborate with internal stakeholders to provide comprehensive financial solutions, ensuring clients receive the best possible advice and support.
  • Client Onboarding: Ensure seamless onboarding processes, ensuring clients are fully informed and engaged throughout the onboarding journey.
  • Client Experience: Foster a culture of exceptional client service, ensuring clients feel valued, respected, and supported throughout their journey with us.
  • Business Growth: Identify opportunities to drive business growth through strategic client engagement, developing and implementing plans to increase market share and revenue.
Requirements:
  • Essential Qualifications: Matric / Grade 12 / National Senior Certificate and a Postgraduate degree in Finance or Economics.
  • Minimum Experience: 2-3 years working experience as a Client Services Consultant within the Asset Management industry, with a sound technical understanding of Collective Investment Schemes and Retirement products.