Client Services Consultant

4 weeks ago

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

We are seeking a highly skilled and experienced Client Services Consultant to join our team at Isilumko Staffing. The core purpose of this role is to build strong relationships with investors and financial planners through the delivery of exceptional service experiences.

Key Responsibilities:

  • Respond to client needs by offering the right service and solution.
  • Build client trust by applying your expertise and experience to do good for your client.
  • Educate clients and potential clients on how to subscribe and service their accounts.
  • Treat clients with respect, build trust, and show care and humility in all interactions.
  • Help clients achieve their goals and grow financially.
  • Own client requests end-to-end and route for alternative intervention if not equipped to service the client.
  • Entrench clients and deliver value through cross-selling.
  • Facilitate the sales process by informing clients of product features and benefits.
  • Document client needs analysis and provide corresponding product solutions.
  • Obtain referrals from existing clients and leads from other business units.
  • Build, maintain, and retain client relationships by keeping clients informed of progress regarding their applications, queries, and requests.
  • Educate clients on secure, alternative, cost-effective, time-saving, and convenient self-service channels.
  • Collaborate with internal stakeholders to provide complete financial solutions for clients.
  • Ensure great client experiences by making clients feel welcome, listened to, and solving their financial problems.
  • Ensure clients are onboarded in line with company's product strategy, policy, and procedure.
  • Act with a client-first mindset in all engagements.

Essential Qualifications:

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
  • Banking Services (e.g., Higher Certificate in Banking Services - NQF5) (Preferred)

Minimum Experience Level:

  • 2-3 years of working experience as a Client Services Consultant within the Asset Management industry.
  • Experience with Investments/Pension Funds/Retirement Funds in an Asset Management Business.
  • A sound technical understanding of Collective Investment Schemes and Retirement products.

Technical / Professional Knowledge:

  • Product Knowledge
  • Customer service principles
  • Customer relationship management

Building Customer Loyalty:

  • Planning and Organizing
  • Adaptability
  • Applied Learning

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