The position requires an experienced and suitably qualified Service and Support Agent who is accountable, well spoken, and client service driven.
Support the Financial Advisors and provide them with detailed information regarding their clients' portfoliosManaging the support Centre, in terms of monitoring inbound calls from participants with regards to Itransact platformAssist the Financial Advisors in resolving difficult queriesTracking participant inquiriesMonitor relationship between Support Centre and administration teams to ensure effective contact centre performance to the FSP'sEnsure on-going increased knowledge of productsEnsure that Support Centre provide quality customer service on every callResponding to queries received via email in a professional and efficient mannerOrganise and prioritise dutiesIdentify and understand the specifics of each FSP queryEnsure appropriate and timeous resolution of all FSP queriesEnsuring a full understanding of the principles of TCF and how these translate into the overall objectives of the company.Ensuring a full understanding of the regulatory/FICA requirements for the different products the client provides a service forAll employees are responsible for complying with the principles and practices of Information Security Management.
It is incumbent on all employees to fully understand the policies in ensuring the security of all information within the business.Supporting management in raising incidents, implementation of controls, processes and supporting tools to comply with and manage information security risksOperate within SLA requirements of company and clientsExperience: 2 years call centre industry experience
Experience in a brokerage and or dealing with brokers with financial advisor experience
Qualifications: Relevant tertiary qualification or suitable experience