Retail Client Services Consultant
| Location | Cape Town, South Africa |
| Date Posted | October 10, 2020 |
| Category |
Customer Service
Retail |
| Job Type |
Full-time
|
| Currency | ZAR |
Description
Have you always aspired to have a career in a top tier financial services organisation? Are you a top student with a degree in finance / economics? Then I have the opportunity for you!
Duties & Responsibilities
- Discussion and explanation of all funds and products offered by the organisaiton
- Assisting clients with process information and quotes
- Assisting clients with the tracking and follow up of transactions in progress
- Responding to queries regarding investment performance.
- Clarifying and explaining the organisation's investment approach and philosophy.
- To ensure accurate record keeping through service related administrative tasks.
- To assist with database updates and information maintenance.
- To support a positive and responsive climate for client enquiry resolution.
- To play a key role in the stewardship of positive client relationships and the retention of clients.
- To build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.
- To actively participate in the organisation’s continuous improvement by identifying and proposing solutions to process and service related failures.
Desired Experience & Qualification
- Relevant business degree or studying towards one (Essential)
- Excellent verbal and written communication skills (Essential)
- Knowledge and interest in finance and investment management
- Multilingual (Advantageous)
- MUST HAVE excellent transcripts (minimum 65%) please submit your transcripts.