Investment Client Service Consultant

  • Permanent
  • EE/AA: Open
  • Newlands, Cape Town, Western Cape
  • Posted 2 weeks ago

FroggRecruitSA Frogg Recruitment SA

An Asset Manager based in the Southern Suburbs of Cape Town is looking for a well-seasoned Consultant

Investment Client Service Consultant Newlands Cape Town

An Asset Manager based in the Southern Suburbs of Cape Town is looking for a well-seasoned Consultant with excellent customer/client services experience.

Key Requirements:

  • 3 years’ experience in a client/ customer services environment within financial services / LISP / Asset Management/ Banking environment(advantageous)
  • Tertiary qualification – advantageous
  • Keen interest and understanding of the Investments space (product knowledge) – highly advantageous
  • Good communication skills (written and verbal) as client liaison is the focal point of this role
  • Good excel skills – highly advantageous
  • Passionate, ambitious and energetic individual

Key Responsibilities:

  • Provide client services to intermediaries; clients and broader distribution force relating to and within the financial services /LISP / Asset Management environment
  • Handle all client queries and/or complaints (telephonic /written /social media) and resolve issues to completion in a timely manner
  • Applying technical knowledge and understanding to secure an end to end finalization of client requests
  • Working across organizational boundaries to obtain outstanding information and clarify instructions received to improve client experience
  • Evaluate problems regarding service issues and inquiries to determine their importance and urgency
  • Performing investigations where necessary to facilitate problem resolution timeously
  • Responsible for ensuring service excellence to clients /intermediaries remains within best business practice and standards
  • Responsible for managing reputational risk ensuring compliance with regulatory requirement, procedures, service standards and complaints
  • Liaising with administrator/admin support to provide best client experience
  • Technical understanding of the company’s Investments offerings (training will be provided) and the ability to apply that understanding to daily outputs
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