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Client Services Consultant

2 months ago

Cape Town, Western Cape, South Africa Isilumko Staffing (JHB) Full time
Job Title: Client Services Administrator 6 months contract

We are seeking a highly skilled and experienced Client Services Administrator to join our team in Cape Town. The core purpose of this role is to provide exceptional service experiences to our clients and investors through the delivery of high-quality administrative support.

Key Responsibilities:

  • Provide administrative support to the Client Services team, including responding to client inquiries and resolving issues in a timely and professional manner.
  • Build and maintain strong relationships with clients and investors, ensuring that their needs are met and exceeded.
  • Collaborate with internal stakeholders to provide complete financial solutions for clients, including product knowledge and technical expertise.
  • 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.

Essential Qualifications:

  • NQF Level: 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 Administrator 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