Cape Town & Johannesburg
Agency Details & SummaryCONTACT DETAILS / Tel: 021556 3375
Email:
Website: www.trackingtalent.co.za
Role Profile
Job Title: Client Service Consultant (Retail)
Department: Investments
Sector: Financial Services; Investments
Salary: 225000 -280 000p/a
Location: Johannesburg or Cape Town
As a consultant in the Retail Client Service team you will deliver an elevated level of service to all Retail Asset Management Clients.The queries that come in vary from basic log in issues to complex investment queries. This includes direct clients, financial advisers and senior executives.
Should the individual wish to be based in Johannesburg, for training purposes, the successful candidate would be required to work in the Cape Town offices for a period of3-6 months before returning to resume their duties in the Johannesburg office.
You will be required to work for 18 -24 months in this role dependent on your performance before applying for other internal roles. This role is a great opportunity to learn about the products, investments and culture of the business and is fundamental for future growth. You need to be resilient and see the opportunity to grow long term in this business
The Role
Key responsibilities
· To service investors, potential investors and financial advisers with
· transactions and queries for all products telephonically and via
· written correspondence through:
· Discussion and explanation of all funds and products offered.
· Assisting clients with process information and quotes.
· Assisting clients with the tracking and follow up of transactions inprogress.
· Responding to queries regarding investment performance.
· Clarifying and explaining our investment approach and philosophy
· To ensure accurate record keeping through service related administrative tasks.
· To assist with database updates and information maintenance.
· To support a positive and responsive climate for client enquiry resolution.
· To play a key role in the stewardship of positive client relationships and theretention of clients.
· To build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.
Minimum requirements
· A relevant business / commerce/financial related degree (B.com) or equivalent with good transcripts. Aggregate of 60% plus required
· Matric with either Maths, Economics, Accounting C - HG or D – SG
· Excellent verbal and written communication skills (Essential)
· Knowledge and interest in finance and investment management
· Multilingual (Advantageous)
· CFA would be highly beneficial or studies towards a CFA qualification
Skills/Competencies and experience
· Strong verbal and written communication skills
· Numeric ability
· Client focussed, 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
Additional Information:
· Preference will be given to EE candidates in accordance with the Investment Cluster employment policies.
· To be considered for the above opportunity, please upload your C.V. via the link below:
· http://www.trackingtalent.co.za/Home/Candidates
· For any queries please contact Tamsyn O’Neill on 021556 3375
Cape Town Johannesburg
Tel: 021556 3375 Tel: 0813353444