Client Services Consultant (6-month contract in Cape Town) (DS3907NK)

Are you dynamic and well-spoken? Join our client as a Client Service Consultant! You'll engage with investors and financial planners, building trust and long-lasting relationships by delivering exceptional service experiences.

Location: Cape Town

Duration of contract: 6-months

Key Responsibilities:

• Client Engagement:
• Respond to client needs with the right service and solutions.
• Build trust through expertise, showing care and humility in all interactions.
• Educate clients on subscribing and servicing their accounts.
• Help clients achieve financial goals and grow their investments.
• Client Relationship Building:
• Own client requests end-to-end and route for alternative intervention if needed.
• Cross-sell to entrench clients and deliver value.
• Facilitate sales by highlighting product features and benefits.
• Document client needs and provide tailored product solutions.
• Obtain referrals and leads to expand our client base.
• Client Communication:
• Keep clients informed about their applications, queries, and requests.
• Educate clients on secure, cost-effective self-service channels.
• Collaborate with internal stakeholders to provide comprehensive financial solutions.
• Ensure clients feel welcome, listened to, and have their financial problems resolved.

• Contribute to the team's success through excellent service, teamwork, and personal development.
• Grow the business by achieving individual and team goals, supporting a positive client experience.
• Increase market share by engaging clients in Core+ needs discussions, salary, and debit order switching, and promoting digital platforms.
• Resolve work obstacles through team collaboration, sharing information, and performance review.
• Support the sales and service strategy by converting leads into sustainable business.
• Mitigate risks and meet legislative requirements by staying accredited and updating client information.
• Report suspicious transactions as necessary.
• Stay informed on legislation and industry changes.
• Manage risks by adhering to technical, company standards, and banking legislation.

Requirements:

• Essential:
• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees
• Preferred:
• Higher Certificate in Banking Services (NQF5)

• 2-3 years as a Client Services Consultant in Asset Management.
• Experience with Investments, Pension Funds, Retirement Funds.
• Strong understanding of Collective Investment Schemes and Retirement products.