Client Service Consultant Specialist

2 weeks ago


Cape Town, Western Cape, South Africa Conova Recruitment Full time

Job Title: Client Service Consultant Specialist

Job Summary:

We are seeking a highly skilled Client Service Consultant Specialist to join our team at Conova Recruitment. As a key member of our client service team, you will be responsible for providing exceptional client service and support to our clients. This will include communicating with clients via various channels, managing work items, and building and maintaining strong relationships with clients.

Key Responsibilities:

  • Provide servicing and support to clients on our portfolio products, including preservation, pension, and provident funds, retirement annuities, and savings products.
  • Communicate with clients in a courteous and professional manner via various channels, including telephone, email, fax, and direct walk-in clients.
  • Manage all work items, including dealing with rejections, general queries, and detailed query investigation and resolution.
  • Build and maintain strong relationships with clients by answering queries directly 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 on our SA and offshore funds range.
  • Assist other team members when necessary and provide cover during periods of absence.

Qualifications and Experience:

  • Relevant 2-3 years working experience in a business-focused field.
  • A business-focused degree and financial services experience, specifically in asset management, retirement funds, and unit trusts.
  • Offshore experience is an advantage.
  • Call centre experience in financial services is essential.
  • Excellent business writing skills.


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