Client Service Consultant

3 weeks ago

Paarl, South Africa Momentum Metropolitan Holdings Limited Full time
Job title : Client Service Consultant (Paarl)Job Location : Western Cape, PaarlDeadline : December 11, 2024Quick Recommended Links
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Requirements

  • Matric or NQF 4 equivalent
  • 2-3 years client service administration experience
  • Financial services experience

Duties & Responsibilities

  • Accurately capture client information on the relevant system.
  • Execute client requests within the agreed timeframes, quality standards and legislation.
  • Handle all the administrative tasks according to agreed standards and turnaround times.
  • Engage with client in a client centricity manner to improve client retention and repeat business activities.
  • Resolve client queries and follow up to ensure queries are resolved timeously and effectively.
  • Ensuring accurate completion of documentation as per service level agreement in order to meet client needs.
  • Effectively utilize client service interactions to improve client retention and repeat business activities.
  • Effectively use administration systems to ensure accuracy of documentation.
  • Providing effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence.
  • Handling of urgent complex enquiries and requests received telephonically and via email.
  • Build and maintain relationships with clients and internal and external stakeholders.
  • Contribute to the process of developing client service standards to ensure clients receive clear and accurate information and are kept informed at all times.
  • Manage the delivery on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed.
  • Make recommendations to improve client service and fair treatment of clients within area of responsibility.
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
  • Process the relevant policy transactions per client interaction.
  • Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
  • Positively influence and manage change and offer specialist support where required.
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
  • Implement and provide input into governance processes, systems and legislation within area of specialization.
  • Escalate unresolved policy and governance compliance issues via appropriate channels for investigation and resolution purposes.
  • Provide input into the risk identification processes development and communicate recommendations in the appropriate forum.

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