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Service Consultant
2 months ago
Job Summary
This role involves providing exceptional support to clients via telephone and/or correspondence, handling complex cases and playing a key support role in sharing information and persuading clients of the best course of action.
Key Responsibilities
- Deal with clients via telephone and/or correspondence, adhering to procedural, productivity, and quality standards.
- Provide strong support, sharing information and convincing clients as needed.
- Take inbound or make outbound calls to clients.
- Handle correspondence-related functions as required.
- Be fully multi-skilled across all products and/or processes.
- Rotate between calls and correspondence as needed, in accordance with business requirements.
- Deal with ambiguity and complexity on a regular basis.
- Act as a mentor to less experienced service consultants due to level of product and/or process knowledge.
- Assist more junior staff with technical escalations and coaching.
- Assist management with resolving complex escalations.
- Contribute to process re-design.
Requirements
- Matric or relevant tertiary qualification.
- A minimum of 3 years experience in the financial services industry.
- Computer literacy essential (Word/Excel/Outlook/Powerpoint).
- Strong desire to provide superior service.
- Very strong analytical and logical reasoning skills.
- Excellent communication (verbal and written) and interpersonal skills.
- Able to display tact, diplomacy, and empathy.
- Employee benefits experience.
- Knowledge of pension fund administration and legislation.
- Superfund product knowledge advantageous.
- Old Mutual Compass, EMS, and AWD/Chorus experience advantageous.