Client Service Representative

7 days ago

Johannesburg, Gauteng, South Africa Isilumko Staffing Full time
Job Title: Client Service Officer

At Isilumko Staffing, we are seeking a highly skilled and motivated Client Service Officer to join our team. As a key contact for traders and investors, you will be responsible for delivering exceptional service across our trading and investment platforms.

Key Responsibilities:

  • Provide top-notch client service by staying up-to-date on all broker-serviced products.
  • Execute trading and investing activities in JSE Equities, SAFEX products, OTC products, and more as per client instructions.
  • Educate clients on trading and investment processes.
  • Actively cross-sell and promote OST and bank products.
  • Respond to client queries efficiently via telephone and JIRA.
  • Coordinate with transfer secretaries for share withdrawals and portfolio management.
  • Ensure adherence to policies and procedures and manage account closures.
  • Maintain positive relationships with internal teams and external partners.

Key Performance Measures:

  • Achieve a 90% rating on service evaluations.
  • Meet cost and budget expectations.
  • Deliver high client satisfaction and effective query handling.
  • Generate innovative ideas and reduce operational errors.
  • Comply with all regulations and enhance internal and external relationships.

Competencies Required:

  • Qualifications: Matric, with a tertiary qualification or progress toward one; FAIS Accredited or studying toward FAIS accreditation.
  • Knowledge: In-depth understanding of FICA, broker business, JSE Equities, SAFEX products, OTC products, and related trading instruments.
  • Experience: Minimum 3 years of client service experience in a broker environment.
  • Technical Skills: Proficiency in MS Office, fair knowledge of BDA/CCM and JIRA applications.
  • Personal Skills: Excellent verbal communication, attention to detail, ability to handle pressure, and a client-centric approach.

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