Client Relations Consultant

3 weeks ago


Cape Town, Western Cape, South Africa Old Mutual Full time

Position Overview

This role focuses on engaging with clients through phone and written communication, addressing intricate and unclear issues while providing robust support by disseminating information and guiding clients towards suitable actions when necessary. The individual in this position is responsible for achieving outcomes through their own initiative with minimal case escalation.

Key Responsibilities

  • Engage with clients via telephone and written correspondence, adhering to established procedural, productivity, and quality benchmarks.
  • Adapt to varying standards based on business needs, showcasing exceptional skills in diverse situations.
  • Provide comprehensive support by sharing knowledge and persuading clients effectively.
  • Handle both inbound and outbound calls as required.
  • Manage correspondence-related tasks when necessary.
  • Maintain proficiency across all products and processes.
  • Flexibly alternate between calls and correspondence as dictated by business requirements.
  • Demonstrate the ability to navigate ambiguity and complexity regularly.
  • Mentor less experienced service representatives due to extensive product and process knowledge.
  • Assist junior staff with technical escalations and provide coaching.
  • Support management in addressing and resolving complex escalations.
  • Contribute to the redesign of processes for improved efficiency.

Qualifications and Experience

  • Matriculation or relevant tertiary qualification.
  • A minimum of three years of experience in the financial services sector.
  • Proficiency in computer applications (Word, Excel, Outlook, PowerPoint) is essential.
  • A strong commitment to delivering exceptional service.
  • Excellent analytical and logical reasoning abilities.
  • Outstanding verbal and written communication skills, along with strong interpersonal abilities.
  • Ability to exhibit tact, diplomacy, and empathy in client interactions.
  • Experience in employee benefits is advantageous.
  • Familiarity with pension fund administration and relevant legislation is beneficial.
  • Knowledge of Superfund products is a plus.
  • Experience with Old Mutual Compass, EMS, and AWD/Chorus is advantageous.

Skills

Strong analytical and communication skills are essential for success in this role.

Education

Matriculation Certificate (Matric) is required.


  • Client Consultant

    12 hours ago


    Cape Town, Western Cape, South Africa ZA004 Marsh (Pty ) Ltd Full time

    About the RoleWe are seeking a skilled Client Consultant to join our Healthcare team in Cape Town. As a Client Consultant, you will be responsible for the day-to-day administration of clients, focusing on member queries, inductions, claims, HR/Payroll queries, and new business applications tracking and activation.Key ResponsibilitiesResolve member queries...


  • Cape Town, Western Cape, South Africa Banxso Full time

    Job SummaryThe Client Relations Officer plays a pivotal role in fostering strong, positive relationships between Banxso and its clients. This individual serves as a liaison, collaborating with internal departments to ensure Banxso meets and exceeds client expectations.Key ResponsibilitiesClient Engagement: Establish and maintain client relationships by...


  • Cape Town, Western Cape, South Africa Banxso Full time

    Job SummaryThe Client Relations Officer plays a pivotal role in fostering strong, positive relationships between Banxso and its clients. This position requires exceptional communication and interpersonal skills to ensure seamless client interactions and resolve any concerns or issues that may arise.Key ResponsibilitiesClient Engagement: Establish and...


  • Cape Town, Western Cape, South Africa Mukuru Full time

    Join our expanding Customer Support Team at Mukuru as a Client Relations Specialist within our Premier Customer Support Division. The primary objective of this role is to deliver outstanding customer service and support for money transfer transactions and related inquiries, fostering and enhancing customer loyalty to the Mukuru brand. The Client Relations...


  • Cape Town, Western Cape, South Africa Placement Point (Pty) Ltd Full time

    Position Overview:A reputable organization is in search of a Sales Representative to enhance their client engagement and drive business growth.Key Responsibilities:Engage with clients, promote additional services, manage order processing, provide customer support, and foster business development.Demonstrate a strong enthusiasm for sales, exceptional customer...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    About UsSanlam is a leading financial services company that brings together experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries, and pride ourselves on our superior products and solutions and high-quality...


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

    About Rory Mackie & AssociatesWe are seeking a highly skilled Client Service Consultant to join our dynamic and resilient client-focused team. As a Client Service Consultant, you will play a critical role in delivering superior service to our clients, ensuring their complete satisfaction with our company and service.Key Responsibilities:Portfolio Servicing...


  • Cape Town, Western Cape, South Africa Dante Personnel Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Public Relations Officer to join our team at Dante Personnel. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, primarily estate agents, to drive business growth and revenue.Key Responsibilities:Client Relationship...


  • Cape Town, Western Cape, South Africa Dante Personnel Full time

    Job DescriptionWe are seeking a highly motivated and results-driven Public Relations Officer to join our team at Dante Personnel. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our clients, primarily estate agents, to drive business growth and revenue.Key Responsibilities:Client Relationship...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleThe Client Service Consultant Operations will be responsible for capturing investment-related instructions accurately and timeously, contributing to the high standard of quality and service delivery by Glacier. This role requires excellent client services to all stakeholders at all times.Key ResponsibilitiesVerify instructions received from...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...


  • Cape Town, Western Cape, South Africa Hexing Electric South Africa Full time

    Position: Client Relations Specialist at Hexing Electric South AfricaObjective:The ideal candidate will take charge of fostering customer connections within the renewable energy sector. This role emphasizes the exploration of new markets, the acquisition of prospective clients, and the cultivation of enduring partnerships. The primary goal is to ensure...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant Operations Specialist to join our team at Sanlam. As a key member of our operations team, you will play a critical role in ensuring the efficient processing of client instructions and maintaining the highest level of quality in our services.Key ResponsibilitiesVerify and allocate client...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...


  • Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Business Transformation Consultant to join our Client Services division at Sanlam. As a key member of our team, you will play a critical role in driving business growth and innovation.Key ResponsibilitiesAnalyze business growth strategies and identify suitable initiatives and solutions to align and realize...

  • Client Director

    2 weeks ago


    Cape Town, Western Cape, South Africa M&G Investments Full time

    Job Title: Client DirectorWe are seeking a seasoned Client Director to join our M&G Investments team in Cape Town. As a Client Director, you will play a pivotal role in developing and maintaining strategic relationships with our wholesale clients, driving business growth and excellence in client service.Key Responsibilities:Client Relationship Management:...


  • Cape Town, Western Cape, South Africa Hexing Electric South Africa Full time

    Position: Client Relations Specialist at Hexing Electric South AfricaObjective:The ideal candidate will oversee customer interactions within the renewable energy sector. This role emphasizes the exploration of new markets, the acquisition of prospective clients, and the cultivation of enduring partnerships. The primary goal is to ensure client retention over...