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Job Title
Pipeline - Client Service / Customer Service / Financial Advisor / Codes Administrator (12-month contract) - Asset management - Investment - Banking - Wealth
Employment Type
Contract
Experience
2 to 5 years
Salary
R15000 to R20000
Job Published
06 August 2024
Job Reference No.
701271316

Job Description

One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract. 

Qualifications and experience: 

  • Post Grad - MUST
  • Degree - MUST
  • No less than 2 years'  experience within a Client Service role within asset management sector / wealth sector
  • Must have experience within investments / retirement funds / pension funds 
  • Proper technical understanding of collective investment schemes and retirement products 
  • Clear criminal record and clear credit record 

Job skills / competencies: 

  • Excellent English communication
  • Respect
  • Integrity
  • Honesty 
  • Customer service
  • Banking policies and procedures
  • Customer relationship management 
  • Product knowledge 
  • Problem solving 
  • Adaptability

Job specification: 

  • Resolve investors queries 
  • Attend to calls - adhere to SLA 
  • Technical support - retirement and collective investment schemes
  • Prevent losses
  • Drive continuous improvement - processes, systems and policies 

Skills

Industries