A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment products The responsibilities will include, but not be limited in anyway to:- • Ensuring an excellent quality of service is given to clients at all times • Online accounts verification and activation • Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise • To provide support to the correspondence and walk-in-centre teams as and when required • Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence • Identifying and proposing solutions to process and service related failures • To supply marketing material via various Media forms to all interested parties • Database updates and information maintenance Qualifications and experience which are Non Neg.
• Relevant business degree or studying towards NOT NEG • Matric/Grade 12 • 6 months contact centre experience/client services experience • Excellent verbal and written communication skills (good voice and good diction) • Be multilingual • ITC/CRIM Clear • Computer Literate The importance of this role is that the candidate should possess all of the following skills.
• Self Control, Initiative, Analytical Thinking, Professionalism, Administration Skills • Friendly and diplomatic nature with a passion for people • Maturity to speak confidently with intermediaries and clients • Have an aptitude to learn different products • Posses the highest standards of personal integrity and the ability to maintain confidentiality • Cope with shifting priorities • Ensure conformity with processes and rules • Organised and self-disciplined • Enjoys working in a team environment.
• Numeric and Verbal Ability • Quality Focus (Attention to detail and Accuracy) • Adaptability, Stress tolerance • Ability to deal with complexity of different types of calls and clients • Ability to prioritise and function positively under pressure • Accept accountability and take responsibility for tasks done • Ability to relate to others