Investment Service Consultant

A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment products

The responsibilities will include, but not be limited in anyway to:-

Ensuring an excellent quality of service is given to clients at all times

Online accounts verification and activation

Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise

To provide support to the correspondence and walk-in-centre teams as and when required

Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence

Identifying and proposing solutions to process and service related failures

To supply marketing material via various Media forms to all interested parties

Database updates and information maintenance

Qualifications and experience which are Non Neg.

Relevant business degree or studying towards NOT NEG

Matric/Grade 12

6 months contact centre experience/client services experience

Excellent verbal and written communication skills (good voice and good diction)

Be multilingual

ITC/CRIM Clear

Computer Literate

The importance of this role is that the candidate should possess all of the following skills.

Self Control, Initiative, Analytical Thinking, Professionalism, Administration Skills

Friendly and diplomatic nature with a passion for people

Maturity to speak confidently with intermediaries and clients

Have an aptitude to learn different products

Posses the highest standards of personal integrity and the ability to maintain confidentiality

Cope with shifting priorities

Ensure conformity with processes and rules

Organised and self-disciplined

Enjoys working in a team environment.

Numeric and Verbal Ability

Quality Focus (Attention to detail and Accuracy)

Adaptability, Stress tolerance

Ability to deal with complexity of different types of calls and clients

Ability to prioritise and function positively under pressure

Accept accountability and take responsibility for tasks done

Ability to relate to others