Customer Financial Services Associate

3 days ago


Cape Town, Western Cape, South Africa One and Only Direct Full time

We are looking for a dedicated Customer Financial Services Associate to join our team at One and Only Direct. In this role, you will play a key part in helping our clients achieve their financial goals by providing expert advice on our financial products.

Responsibilities:
  • You will meet with clients to understand their financial needs and develop tailored solutions to meet those needs.
  • You will recommend suitable financial products and services based on clients' situations.
  • You will arrange and conduct meetings to discuss financial options and provide guidance on the best course of action.
  • You will stay up-to-date with market trends and financial regulations to ensure you are always knowledgeable about the latest developments.
  • You will provide excellent customer support to clients and ensure their satisfaction with our services.
  • You will handle various administrative duties, including paperwork, data entry, and other tasks as needed.
  • You will engage with clients to ensure they are satisfied and to encourage repeat business.
Skills and Qualifications:
  • Strong verbal and written communication skills are essential for this role.
  • You must have the ability to understand and address client needs in a professional and courteous manner.
  • Proficiency in analyzing financial data and market trends is required to provide accurate advice to clients.
  • Familiarity with financial software and tools is necessary for success in this role.
  • You will need to manage multiple tasks and prioritize your time effectively to meet deadlines and deliver results.
  • A willingness to work collaboratively with colleagues is essential for success in this role.
  • A bachelor's degree in finance, economics, accounting, or a related field is preferred, but not required.
Career Advancement:
  • Financial Advisor
  • Account Manager
  • Financial Consultant
  • Sales Manager


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