Service Consultant

2 days ago

Cape Town, South Africa Curiska (Pty) Ltd Full time

PURPOSE OF POSITION

**The purpose of the Service Consultant role is to**:
Provide administrative support to all advisors in the Cape Town office and implement all client
service-related processes within Gradidge-Mahura Investments. To assist with administrative
support in other offices as need arise.
ROLES AND RESPONSIBILITIES
1. Draw Investments and Risk quotes.
3. Submit new business and manage all related processes.
4. Manage existing business queries - and keep advisor and client updated.
5. Work closely with Advice Consultants/Para-planners to draw and collate information required for AnnualReview files.
6. Work closely with Advice Consultants/Para-planners to draw and collate information required for FNAs.
7. Manage Financial Advisors diary.
8. Ensure all compliance documents are received and stored.
9. Perform general administration duties on all product lines offered to clients.
10. Liaise with product providers (call center agents, consultants and marketing support), clients and suppliers in the execution of your duties.
11. Assist in preparing for quarterly and annual compliance audits.

**12. Office administration**: work closely with the Operations Officer to ensure that the office is suitable for
optimal functioning.
13. Assist with all marketing initiatives.

SKILLS AND ATTRIBUTES
1. Microsoft Office 365 knowledge (Word, Excel, Outlook, PowerPoint & MS Teams)
2. Taking initiative
3. Attention to detail
4. Organising work smartly
5. Professional and presentable
6. Own transport (access to reliable transport to and from Century City - Cape Town)
7. Perform under pressure
8. Team player
9. Good written and verbal communication skills

REQUIRED KNOWLEDGE / EXPERIENCE
Good computer literacy
Minimum 5 years experience as a Service Consultant in the Financial
Planning Industry.
Experience in use of X-Plan or other industry related tool would be an
advantage/

  • Client Service Consultant

    4 days ago

    Cape Town, South Africa KAAP Service Full time

    KAAP Customer Service offers an excellent team of Customer Service Experts for your customers. As the first point of contact, we answer and assist with your customers' queries in a friendly, binding and professional manner. Close and courteous communication is what persistently gives your clients the feeling that they are not just in good, but the best...

  • Service Coordinator for Fire Detection Company

    2 weeks ago

    Cape Town, South Africa Independent HR Consultant Full time

    Service Coordinator Main Duties: - Compile quotes for servicing and remedial(repair) works. - Send reminders to clients for services that are due as per service matrix. - Schedule the service techs and inform clients accordingly. - Receive job cards and process for invoicing. - Draw stock from stores for remedial works or place request for purchase...

  • Service Consultant

    3 days ago

    Cape Town, South Africa Nedbank Full time

    Service Consultant Nedbank Cape Town, Western Cape, South Africa Job Purpose: To educate clients on the convenience, security and functionality of digital and self‑service solutions; processing cash transactions and cash fulfillment (i.e. balancing and replenishment) and performing first line device maintenance in order to meet business goals and exceed...

  • Investment Service Consultant

    5 days ago

    Cape Town, South Africa Allan Gray Proprietary Limited Full time

    Career Opportunities: Investment Service Consultant | Retail Client Services (8479) Description The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job Summary Why should you consider Allan Gray? At Allan Gray, you will spend your days doing meaningful and engaging work with...

  • Investment Service Consultant

    2 days ago

    Cape Town, South Africa Allan Gray Full time

    **Job Title**: - Investment Service Consultant | Retail Client Services **Description**: - The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. **Job Summary**: **Why should you consider Allan Gray?** - At Allan Gray, you will spend your days doing meaningful and engaging...

  • Customer Service Consultant

    1 week ago

    Cape Town, South Africa CallForce Direct Full time

    **Role Purpose**: The VodaPay Customer Care Close Loop Consultant is responsible for recovering poor service experiences for Vodapay customers that rate Vodapay service surveys on the App, Tobi and also live chat. These consultants will be responsible for initiating contact with all Vodapay TNPS detractors, passives and not limited to these, by contacting...

  • Investment Service Consultant

    1 week ago

    Cape Town, Western Cape, South Africa Gray Construction Full time R104 000 - R240 000 per year

    Job TitleInvestment Service Consultant | Retail Client ServicesDescriptionThe Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job SummaryWhy should you consider Allan Gray?At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring...

  • Customer Service Consultant

    5 days ago

    Cape Town, South Africa Callforceoutsourcing Full time

    Creating purposeful careers as we build the future of contact centre solutions Customer Service consultant within the petroleum industry responsible for inbound customer care and client resolution. You will be required to build and maintain customer relationships through the facilitation of order fulfilment and query resolution via non face-to-face...

  • Investment Service Consultant | Retail Client Services

    3 weeks ago

    Cape Town, South Africa Allan Gray Full time

    Job Title Investment Service Consultant | Retail Client Services Description The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job Summary At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our steadfast commitment...

  • Service Consultant

    1 week ago

    Cape Town, Western Cape, South Africa Discovery Full time R104 000 - R208 000 per year

    Discovery VitalityService ConsultantAbout DiscoveryDiscovery'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 fast-paced and dynamic environment enables smart, self-driven...