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Investment Service Consultant

2 months ago

Worcester, Western Cape, South Africa WENZ Full time
Job Title: Investment Service Consultant

A leading Corporate Financial Services Company is seeking a highly skilled Client Service Consultant to join their team. The ideal candidate will have excellent communication skills, a passion for delivering exceptional customer service, and a strong understanding of financial products.

Key Responsibilities:

  • Provide exceptional customer service to internal and external clients, responding to queries and resolving issues in a timely and professional manner.
  • Build and maintain strong relationships with clients, internal departments, and external partners to ensure seamless communication and collaboration.
  • Verify and activate online accounts, ensuring accurate and up-to-date information.
  • Identify and propose solutions to process and service-related failures, improving overall efficiency and customer satisfaction.
  • Supply marketing materials to interested parties, promoting financial products and services.
  • Update and maintain databases, ensuring accurate and timely information.

Requirements:

  • Relevant business degree or studying towards a degree in a related field.
  • Matric/Grade 12 qualification.
  • 6 months of contact centre experience/client services experience.
  • Excellent verbal and written communication skills, with good voice and diction.
  • Be multilingual.
  • ITC/CRIM Clear.
  • Computer literate.

Essential Skills:

  • Self-control, initiative, analytical thinking, professionalism, and administration skills.
  • Friendly and diplomatic nature with a passion for people.
  • Maturity to speak confidently with intermediaries and clients.
  • Aptitude to learn different products.
  • High standards of personal integrity and ability to maintain confidentiality.
  • Cope with shifting priorities.
  • Ensure conformity with processes and rules.
  • Organized and self-disciplined.
  • Enjoy working in a team environment.
  • Numeric and verbal ability.
  • Quality focus (attention to detail and accuracy).
  • Adaptability and stress tolerance.
  • Ability to deal with complexity of different types of calls and clients.
  • Ability to prioritize and function positively under pressure.
  • Accept accountability and take responsibility for tasks done.
  • Ability to relate to others.

About WENZ:

WENZ is a leading Corporate Financial Services Company, dedicated to providing exceptional customer service and innovative financial solutions. We are committed to building strong relationships with our clients, internal departments, and external partners to ensure seamless communication and collaboration.