Financial Solutions Expert

4 days ago


Sandton, South Africa Zeal HR Full time
Role Summary

We are seeking a highly skilled Service and Support Agent to join our team at Zeal HR. The successful candidate will be responsible for delivering exceptional service to our financial advisors and their clients.

About the Job:

  • Key Responsibilities:
  • Deliver detailed information to Financial Advisors regarding their clients' portfolios;
  • Manage the support Centre, monitoring inbound calls from participants regarding the client platform;
  • Assist Financial Advisors in resolving difficult queries;
  • Track participant inquiries;
  • Monitor relationship between Support Centre and administration teams to ensure effective contact centre performance;
  • Ensure ongoing increased knowledge of products;
  • Ensure quality customer service on every call;
  • Respond to queries via email in a professional and efficient manner;
  • Organise and prioritise duties;
  • Identify and understand specifics of each FSP query;
  • Ensure timely resolution of all FSP queries.


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