Client Services Consultant

Job title : Client Services Consultant Job Location : Gauteng, Johannesburg Deadline : January 13, 2025 Quick Recommended Links Jobs by Location Job by industries What will you do?
To be responsible for all client contact (e-mail, telephonic, and walk-in).
Key outcomes The following outcomes will be expected to be achieved by the Client Services Consultant Ensuring that the highest level of client service is provided to all clients (internal, IFA's and investors) Assisting clients with investment administration queries Providing investment and product information to IFA's and investors Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
Involved in ad-hoc client services projects Qualifications and experience Matric / Grade 12 The relevant financial qualification preferred 3 years Finance or Investment industry experience essential Microsoft CRM experience essential 1 - 2 years Call Centre or Customer Service Experience  Competencies Client focused Collaborates Drive Results Cultivate Innovation Be Resilient Problem solving skills Adaptability Interpersonal Skills Computer Literacy Attributes Positive, enthusiastic attitude Teamwork Ability to thrive under pressure Honesty, integrity and respect Ability to adapt to change What will make you successful in this role?
Qualification and Experience Grade 12 or Diploma with 3 to 4 years related experience.
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