Job Expired
Job title : Client Services Consultant
Job Location : Western Cape, Cape Town
Deadline : November 03, 2024
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Ideal experience:
- 1-2 years’ experience within financial services industry; investments /LISP/ Asset Management environment
- Knowledge on FICA/FAIS and FATCA legislation requirements and TCF outcomes
- Knowledge and experience in client services / contact centre environments
Ideal qualifications:
- Bachelor’s degree or Diploma in Commerce related field essential.
Competencies and ideal personality attributes:
- Client Centricity
- Communication skills (written and verbal)
- Business writing skills
- Building and maintaining relationships
- Planning and organizing
- Attention to detail
- Resilience
- Team success
- Results driven
- Business acumen
Systems knowledge:
- MS Office – intermediate level of MS Work & Excel
- Sales Logix or another comparable CRM application is an advantage
Duties and Responsibilities
Service Delivery
- Provide client services to Clients /Intermediaries / PPS Insurance distribution channels 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 enquiries to determine their importance and urgency.
- Performing investigations where necessary to facilitate problem resolution timeously.
- Responsible for ensuring that service excellence to Clients /Intermediaries remains within best business practice and standards.
- Responsible for managing reputational risk and ensuring compliance with regulatory requirements, procedures and service standards.
- Promotion of PPS Investments technology offering.
- Remain updated and informed on legislative and industry changes.
- Responding to all enquiries in a professional and timely manner.
- Liaising with operations support to provide best client experience.
- Technical understanding of all PPS Investments offerings and the ability to apply that understanding to daily outputs.
Relationship Building and Communication
- Collaborate effectively across business units to achieve business results.
- Take up and resolve administrative and service issues that hinder good service delivery.
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
- Accounting / Financial Services jobs
- This job has expired!
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