Client Services Consultant Waterfall, Johannesburg
7 days ago
**Designation**:
Client Services Consultant | Waterfall, Johannesburg, Gauteng
**Category**:
Administration and Operations
**Job Level**:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
**Posted by**:
PSG Financial Services
**Posted on**:
06 Sep 2024
**Reference Number**:
POS02676
**Closing date**:
20-Sep-2024
**Position Type**:
Permanent
**Location**:
Waterfall Magwa Crescent
**Overview**:
**VACANCY | CLIENT SERVICES CONSULTANT | WATERFALL, JOHANNESBURG, GAUTENG | PERMANENT**
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
**Job description**:
To deliver a superior level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform. This position will report to a Team Leader.
**Responsibilities**:
- To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals
- Assist and follow-up with clients/advisers of instructions in progress - take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
- Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
- Resolving internal and external queries from financial advisers and clients
- Proactively retain and attract business by providing excellent service to advisers and clients
- Support a positive and responsive climate for client enquiry resolution
- Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
- Ensure accurate record keeping through service-related administrative tasks
- Assist with database updates and information maintenance
- Actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service-related failures
- Minimise operational errors and losses
**Minimum requirements**:
- Minimum qualification: Financial/Business degree (NQF Level 7)
- Excellent verbal and written communication skills (Essential)
- Knowledge and interest in finance and investment management
- Business writing and speaking skills in English
**Skills/ Competencies**:
- Strong verbal and written communication skills
- Numeric ability
- Client focused, friendly and empathetic manner
- Accuracy and attention to detail
- Self-control
- Initiative
- Analytical thinking
- Professionalism
- Administration skills
- Adaptability
- Stress tolerance
- Ability to relate to others
- Ability to deal with complexity
- Ability to prioritise and function positively under pressure
- Ability to function as part of a team
- Accept accountability and take responsibility for tasks done
- Computer literacy
**How to apply**:
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