Retail Client Service Consultant

2 days ago


Cape Town, South Africa Capital Assignments Full time

Our client is seeking a passionate and highly motivated individual who will be a part of their client service team, responsible for guiding their clients through their products and processes, providing clarity on any questions or concerns they may have. Join them in their mission to promote Employment Equity and make a meaningful impact in the financial services industry. Our client is firmly aligned behind their focus on achieving consistent investment excellence. Many of their staff have stayed with them for many years, testament to their strong culture of ownership and responsibility. You can also benefit from a flat management structure and their team-based approach allows their investment professionals to focus on what they do best - managing clients’ savings.
- 3 years’ experience in financial services client servicing
- An appropriate tertiary education
- English and Afrikaans proficiency
- A good overall understanding of the investment industry, with a particular focus on unit trusts
- Good verbal and written communication skills with clients, internal business units and service providers



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