Operations Consultant
5 days ago
To play a key role in delivering intermediary services, including administrative and marketing support, across the Life Operations business. This role is focused on creating a client experience that is seamless, personalised, and tailored to individual needs—making every interaction feel effortless and bespoke.
Minimum RequirementsEducation:
- A 3-year tertiary qualification (Degree/Btech) with a relevant business orientation
Experience:
- 2+ working experience in call centre AND back office processing (preferred)
- Experience in the client service environment (preferred)
Knowledge and Skills:
- Demonstrates high levels of self-motivation and initiative, with strong interpersonal and communication abilities
- Proven relationship management capabilities
- Solid business acumen and commercial awareness
- Effective written and verbal communication skills
- A proactive, solutions-oriented mindset with a willingness to challenge conventional approaches
- Understanding of customer experience principles and techniques
- Familiarity with financial services institutions (preferred)
- Working knowledge of FAIS and FICA regulations (preferred)
Competencies:
- Resilient and able to perform effectively under pressure
- Demonstrates high levels of accuracy and attention to detail across all work types
- Strong organisational skills with the ability to prioritise tasks effectively
- Collaborative team player who contributes positively to group dynamics
- Acts with integrity and consistently upholds the principles of treating customers fairly, aligned with the client experience philosophy
- Proactive and forward-thinking approach to problem-solving
- Deeply client-centric, with a commitment to delivering exceptional service
- Driven to achieve results and meet performance objectives
- Provide administrative and marketing support across various client segments
- Offer information and guidance in alignment with legislative and regulatory requirements
- Deliver exceptional telephonic support and assist clients with online navigation, adhering to client service principles
- Initiate and manage outreach to clients and potential leads to build relationships and drive business growth
- Develop and manage daily business operations, including processes, systems, and projects for efficiency
- Establish internal controls, support system testing, and ensure smooth operational workflows
- Identify, research, and resolve client complaints; escalate complex issues to supervisors when necessary
- Accurately document client interactions, maintain call logs, and prepare reports
- Identify and recommend improvements to streamline and simplify operational processes
- Build and maintain strong relationships with internal and external stakeholders to support service delivery
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