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Client Services Professional

2 months ago

Cape Town, Western Cape, South Africa Isilumko Staffing Full time
Client Services Consultant

We are seeking a skilled Client Services Consultant to deliver exceptional service experiences and build long-lasting relationships with investors and financial planners.

Key Responsibilities:

  • Respond to client needs by offering tailored solutions and services.
  • Build client trust by applying expertise and experience to drive positive outcomes.
  • Provide education and support to clients on subscription and account servicing.
  • Treat clients with respect, empathy, and humility in all interactions.
  • Help clients achieve their financial goals and grow their wealth.
  • Own client requests end-to-end and route for alternative solutions when necessary.
  • Entrench clients and deliver value through cross-selling and upselling.
  • Facilitate the sales process by informing clients of product features and benefits.
  • Document client needs analysis and provide corresponding product solutions.
  • Obtain referrals from existing clients and leads from other business units.
  • Build, maintain, and retain client relationships by keeping clients informed of progress.
  • Collaborate with internal stakeholders to provide complete financial solutions for clients.
  • Ensure great client experiences by making clients feel welcome, listened to, and solving their financial problems.

Essential Qualifications:

  • Matric / Grade 12 / National Senior Certificate
  • Advanced Diplomas/National 1st Degrees
  • Banking Services (e.g., Higher Certificate in Banking Services - NQF5) (Preferred)

Minimum Experience Level:

  • 2-3 years of working experience as a Client Services Consultant within the Asset Management industry.
  • Experience with Investments/Pension Funds/Retirement Funds in an Asset Management Business.
  • A sound technical understanding of Collective Investment Schemes and Retirement products.

Technical / Professional Knowledge:

  • Product Knowledge
  • Customer service principles
  • Customer relationship management

Building Customer Loyalty:

  • Planning and Organizing
  • Adaptability
  • Applied Learning

Language:

English (en-US)