Client Services Consultant | Asset

1 month ago


Sandton, South Africa The Recruitment Council Full time

Don’t miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant.

Responsibilities:

- Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.

- Communicate with clients on the company’s product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients.

- Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution.

- Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes.

- Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients.

- Acting as the primary point of contact for all third party and client queries on the IAM SA and offshore funds range.

- Assist other team members when necessary – provide cover during periods of absence.

Qualifications:

A business focused degree

Experience:

- Relevant 2 – 3 years working experience

- Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience – advantage

- Call Centre experience (Financial Services) – Essential

- Excellent business writing skills

Attributes:

- The ability to build and maintain meaningful relationships

- The ability to ‘approach and own’ and continuously look for opportunities to develop

- A client focused and collaborative approach

- Ability to analyse, interpret and assimilate information

#J-18808-Ljbffr



  • Sandton, South Africa FirstRand Bank Limited Full time

    Description To provide the customers with excellent service by ensuring that they are served promptly, understanding their needs, processing their requests. Apply appropriate sales processes within unit to achieve sales targets. Converting leads to sales by opening active accounts to achieve annual targets. Hello Future Client Service Consultant ...

  • Investment Consultant

    5 months ago


    Sandton, South Africa Momentum Distribution Services Full time

    **Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...


  • Sandton, South Africa FirstRand Bank Limited Full time

    Role OverviewAs a Client Service Consultant at FirstRand Bank Limited, you will play a pivotal role in delivering exceptional service to customers, ensuring their needs are met, and exceeding their expectations. Your primary objective will be to provide proactive, innovative, and appropriate solutions to drive sales targets and achieve cost efficiencies.Key...

  • Team Leader

    3 months ago


    Sandton, South Africa Edge Executives Full time

    We are seeking an experienced and dynamic Team Leader Client Services to join our client's team.Key Responsibilities:Provide operational support and guidance to your team, ensuring compliance with internal processes and client SLA requirements.Monitor and manage various aspects of client services, including ADMs, PIRs, accounting queries, and...

  • Team Leader

    2 months ago


    Sandton, South Africa Edge Executives Full time

    We are seeking an experienced and dynamic Team Leader Client Services to join our client's team.Key Responsibilities: Provide operational support and guidance to your team, ensuring compliance with internal processes and client SLA requirements. Monitor and manage various aspects of client services, including ADMs, PIRs, accounting queries, and refunds....

  • Investment Consultant

    1 month ago


    Sandton, South Africa The Recruitment Council Full time

    Investment Consultant OpportunityOur client, a leading player in the financial services industry, is seeking a highly motivated and experienced Investment Consultant to join their team. As a key member of the distribution team, you will be responsible for building and maintaining relationships with financial intermediaries, driving business growth, and...


  • Sandton, South Africa IDC Full time

    To Manage the IDC’s asset barcoding and the asset register **Qualification and Experience** Qualification** Diploma in Accounting An appropriate post-graduate accounting qualification will be an added advantage. **Experience** - 2-3 years’ experience in administration of assets - Experience in movement of assets by using the Asset Register Form -...


  • Sandton, South Africa HR Studio (Pty) Ltd Full time

    We’re looking for… An Client Onboarding Consultant that will be responsible for onboarding, offboarding, software configuration, training, and troubleshooting for new clients. You will perform pre, during, and post-implementation support, training, and development of knowledge transfer materials for customers as well as drive and maintain the...


  • Sandton, South Africa IDC Full time

    To Manage the IDC’s asset barcoding and the asset register **Qualification and Experience** Qualification** Diploma in Accounting An appropriate post-graduate accounting qualification will be an added advantage. **Experience** - 2-3 years’ experience in administration of assets - Experience in movement of assets by using the Asset Register Form -...


  • Sandton, South Africa Edge Executive Search Full time

    Currently on the market looking for an IT Asset & Configuration Manager to consolidate, track, and manage physical and contractual aspects of an information technology asset throughout its lifecycles and to support the delivery of Information Technology Services to the business and ensure that the licensing conformance for software and systems conform to the...


  • Sandton, South Africa Rand Water Full time

    **Job Summary**We are seeking a highly skilled and experienced Senior Protective Services Officer - Asset Defender to join our team at Rand Water.As a Senior Protective Services Officer - Asset Defender, you will play a critical role in ensuring the safety and security of our staff, assets, and property.The successful candidate will be responsible for...

  • Service Consultant

    3 months ago


    Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Invest**Function**:Call Center / Contact Center**Date**:5 Sep 2024**About Discovery** Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our...


  • Sandton, South Africa Team Finder Full time

    **About the Role**: You will act as the first point of contact for clients, ensuring exceptional customer service. This role involves answering inquiries, resolving issues, providing product or service information, and maintaining customer satisfaction in a high-volume, fast-paced call centre environment. **What you will do**:** - Handle customer...


  • Sandton, South Africa Assign Services (Pty) Ltd Full time

    Job BriefA Recruitment Consultant is needed to assist our clients in finding the best people to staff their business. You will be responsible for attracting candidates, screening them and matching them to appropriate positions available. Creating recruiting strategies and building relationships are very important duties as well.Recruitment consultants have...


  • Sandton, South Africa HR Studio Full time

    We're looking for… An Client Onboarding Consultant that will be responsible for onboarding, offboarding, software configuration, training, and troubleshooting for new clients. You will perform pre, during, and post-implementation support, training, and development of knowledge transfer materials for customers as well as drive and maintain the...


  • Sandton, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Employee Benefits**Function**:Brokers (FAIS Accredited)**Date**:4 Oct 2024 - Achieve more than** **YOU BELIEVE** - Discovery - Umbrella Funds- Broker Service Consultant**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional...


  • Sandton, South Africa Fidelity Services Group Full time

    **Reporting to**: Sales Manager **PURPOSE**: To effectively quote and sign up potential clients requiring the services of ADT Security. **QUALIFICATION & EXPERIENCE**: - Matric - 5 years’ sales experience - Drivers licence - Reliable car **JOB REQUIREMENTS & OTHER ATTRIBUTES**: - Computer Literate (MS Office, advanced Excel, PowerPoint) - Listener...


  • Sandton, South Africa RCL FOODS Careers Full time

    The RCL FOODS HR Team is on the hunt for an experienced Capex and Assets Administrator to join our dynamic Procrement team, based in Pretoria West.As the Capex and Assets Administrator, You will be responsible for researching, acquiring, negotiating, purchasing and expediting services, materials, equipment and supplies, with a stringent focus on quality to...


  • Sandton, South Africa Assign Services (Pty) Ltd - JHB Full time

    Job Brief A Recruitment Consultant is needed to assist our clients in finding the best people to staff their business. You will be responsible for attracting candidates, screening them and matching them to appropriate positions available. Creating recruiting strategies and building relationships are very important duties as well. Recruitment consultants...


  • Sandton, South Africa Assign Services (Pty) Ltd - JHB Full time

    Job BriefA Recruitment Consultant is needed to assist our clients in finding the best people to staff their business. You will be responsible for attracting candidates, screening them and matching them to appropriate positions available. Creating recruiting strategies and building relationships are very important duties as well.Recruitment consultants have...