We are seeking a dynamic and well-spoken Client Services Consultant to join our team in Cape Town.
The core purpose of this role is to build engagement, trust, and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences.
Job Responsibilities: - Respond to client needs by offering the right service and solution.- Build client trust by applying your expertise and experience to do good for your client.- Educate clients and potential clients on how to subscribe and service their accounts.- Treat clients with respect, build trust, and show care and humility in all interactions.- Help clients achieve their goals and grow financially.- Own client requests end-to-end and route for alternative intervention if not equipped to service the client.- Entrench clients and deliver value through cross-selling.- Facilitate the sales process by informing clients of product features and benefits.- Document client needs analysis and provide corresponding product solutions.- Obtain referrals from existing clients and leads from other business units.- Build, maintain, and retain client relationships by keeping clients informed of progress regarding their applications, queries, and requests.- Educate clients on secure, alternative, cost-effective, time-saving, and convenient self-service channels.- Collaborate with internal stakeholders to provide complete financial solutions for clients.- Ensure great client experiences by making clients feel welcome, listened to, and solving their financial problems.- Ensure clients are onboarded in line with company's product strategy, policy, and procedure.- Act with a client-first mindset in all engagements.
Essential Qualifications - NQF Level:- Matric / Grade 12 / National Senior Certificate- Advanced Diplomas/National 1st Degrees
- Banking Services (e.g., Higher Certificate in Banking Services - NQF5) (Preferred)
Minimum Experience Level:- 2-3 years of working experience as a Client Services Consultant within the Asset Management industry.- Experience with Investments/Pension Funds/Retirement Funds in an Asset Management Business.- A sound technical understanding of Collective Investment Schemes and Retirement products.
Technical / Professional Knowledge:- Product Knowledge- Customer service principles- Customer relationship management
- Building Customer Loyalty- Planning and Organizing- Adaptability- Applied Learning