Maps – Client Liaison

Contract position: DurbanKey responsibilitiesCalling on members exiting, entering, retiring and nearing retirement from retirement funds.Providing the initial contact for benefit advice counselling.Contacting members who responded to the system generated SMS interface within 24 hours of the member responding.Referring leads to the GTC sales representatives that are generated when engaging with members during the benefit counselling process.Communicating with fund consultants and/or employers (companies that members work for) in order to obtain outstanding contact information of members.Customer service and support during the counselling process.Comply with the GTC processes and procedures relating to the counselling process which includes complying with the Workflow system requirements.Skills and experience requiredMatric with mathematics or maths literacy above 80%1 Year experience in financial services or provident fund administrationProficient in English and 2 other languages is compulsoryGood working knowledge of MS Office (Word, Excel, Outlook)Customer service experience (KYC) – Inbound and outboundAbility to deal with all types of clients and have a good understanding of escalation channels.Personal attributesClient satisfaction focusProvide recommendations/suggestions on ways to improve the overall client experience.Ability to work independentlyInitiativeProfessional at all timesFriendly and helpfulProactiveExcellent organisational skillsAbility to interact with GTC staff and clients professionally, both verbally and in writingAbility to work under pressureOffice hours08:00 to 17:00There will be occasions where the incumbent would need to work overtime.
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