Client Service Consultant
Role
Client Service Consultant
Location
Cape Town CBD
Industry
Asset Management
Salary
R40k - 45k / month
Our client, an active global asset manager based in the CBD, is seeking a Client Service Consultant. The Investment Platform Client Service team are a dynamic and resilient client focused team who are highly skilled in communication and are always striving to create a positive client experience with an emphasis on delivering superior service.
Key Responsibilities
Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts
Communicate with clients on the company product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients
Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution
Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes
Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients
Acting as the primary point of contact for all third party and client queries on the company's SA and offshore funds range
Assist other team members when necessary – provide cover during periods of absence
Qualifications, Skills & Experience
Relevant 2 - 3 years working experience
A business focused degree
Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust
Offshore experience – advantage
Call Centre experience (Financial Services) – Essential