Designation:
Client Services Consultant | Waterfall, Johannesburg, Gauteng
Category:
Administration and Operations
Job Level:
Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:
PSG Financial Services
Posted on:
06 Sep 2024
Reference Number:
POS02676
Closing date:
20-Sep-2024
Position Type:
Permanent
Location:
Waterfall Magwa Crescent
Overview:
VACANCY | CLIENT SERVICES CONSULTANT | WATERFALL, JOHANNESBURG, GAUTENG | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Job description:
To deliver a superior level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform. This position will report to a Team Leader.
Responsibilities:
To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals
Assist and follow-up with clients/advisers of instructions in progress - take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
Resolving internal and external queries from financial advisers and clients
Proactively retain and attract business by providing excellent service to advisers and clients
Support a positive and responsive climate for client enquiry resolution
Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
Ensure accurate record keeping through service-related administrative tasks
Assist with database updates and information maintenance
Actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service-related failures
Minimise operational errors and losses
Apply TCF principles in daily tasks
Minimum requirements:
Minimum qualification: Financial/Business degree (NQF Level 7)
Excellent verbal and written communication skills (Essential)
Knowledge and interest in finance and investment management
Business writing and speaking skills in English
Skills/ Competencies:
Strong verbal and written communication skills
Numeric ability
Client focused, friendly and empathetic manner
Accuracy and attention to detail
Self-control
Initiative
Analytical thinking
Professionalism
Administration skills
Adaptability
Stress tolerance
Ability to relate to others
Ability to deal with complexity
Ability to prioritise and function positively under pressure
Ability to function as part of a team
Accept accountability and take responsibility for tasks done
Computer literacy
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAK by no later than 20 September 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
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