Client Service Specialist

1 month ago

Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

About the Role:

The Investment Platform Client Service team is a dynamic and collaborative group of professionals who are passionate about delivering exceptional client experiences. As a Client Service Specialist, you will play a crucial role in providing comprehensive support to our clients, ensuring they receive tailored solutions to meet their investment needs.

About You:

We are seeking a motivated and results-driven individual with a Business-focused degree and Financial Services experience. Your excellent communication skills, both written and verbal, will enable you to build strong relationships with clients and internal stakeholders. In addition, your ability to analyze and interpret information will be essential in resolving complex queries and issues.

Responsibilities:

  • Provide servicing and support on all portfolio products, including Preservation, Pension, and Provident Funds, Retirement Annuities, Savings products, and Direct Unit Trusts.
  • Communicate with clients in a courteous and professional manner via telephone, email, fax, letter, and direct walk-in clients.
  • Manage all work items, including dealing with rejections, general queries, and detailed query investigation and resolution.
  • Build and maintain relationships with clients by answering queries directly on all relevant correspondence and keeping all systems updated with notes.
  • Support the Client Group by providing proactive communication on rejections and queries raised by third-party administrators and clients.
  • Act as the primary point of contact for all third-party and client queries and offshore funds range.
  • Assist other team members when necessary – provide cover during periods of absence.

Requirements:

  • Relevant 2 - 3 years working experience
  • A business-focused degree
  • Financial Services experience specifically Asset Management, Retirement Funds, and Unit Trusts
  • Offshore experience – advantage
  • Call Centre experience (Financial Services) – Essential
  • Excellent business writing skills

Competencies:

  • The ability to build and maintain meaningful relationships.
  • The ability to ‘approach and own’ and continuously look for opportunities to develop.
  • A client-focused and collaborative approach.
  • Ability to analyse, interpret, and assimilate information.

Company Culture:

Rory Mackie & Associates is a dynamic and supportive organization that values innovation, teamwork, and client satisfaction. As a Client Service Specialist, you will be part of a talented team that is passionate about delivering exceptional client experiences.

What We Offer:

In return for your hard work and dedication, Rory Mackie & Associates offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development.

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