Job Description

Client Service Consultant: Investment Banking: Sales and Service: V&A Waterfront Cape Town: Banking: 1 Year Fixed term ContractTo provide professional and efficient call services to optimize client experience for the Banks clients and ensure continued relationships are created and maintained.We are looking for a dynamic and well-spoken Client Service Consultant to join the team in Cape Town. The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences.Job Responsibilities:

• Provide client services to investors via various communication channels.
• Providing technical support in terms of Collective Investment Schemes and retirement products.
• Adhere to the daily schedule to ensure that targets are met by following the work plan.
• Follow the bank processes and values such as honesty, integrity, accountability, respect and pushing beyond boundaries when answering calls and when dealing with internal and external relations.
• Escalate all unresolved queries to management by logging the case on the system.
• Answer 90% of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate lead targets required on a month-to-month basis by offering products to the clients.
• Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly.
• Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters, websites and attending sessions.
• Keep up to date with risk standards by reading, understanding and completing the updated manuals every time they are sent out and agreeing to the terms.
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
• Understand the nature of the client's query by reiterating the key points raised by the client.
• Give continuous feedback to management and the back office and ensure that stakeholders are also
• updated through communication of information required by the different stakeholders.

Essential Qualifications: NQF Level

• Advanced Diplomas/National 1st Degrees
• Degree is not negotiable

Minimum Experience Level:

• 2-3 years working experience as a Client Services Consultant within the Asset Management industry.
• Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business.
• A sound technical understanding of Collective Investment Schemes and Retirement product.

Technical / Professional Knowledge: Customer service principles l Customer relationship management l Product Knowledge l Problem solving skillsBehavioural Competencies: Building Customer Loyalty l Adaptability l Applied Learning lExperience should include:Administrative procedures and systems l Banking knowledge l Banking procedures l Business principles l Business terms and definitions l Business writing skills l Investment Cluster Specific Operational Knowledge l Governance, Risk and Controls l Relevant regulatory knowledge l Relevant software and systems knowledgeThe Investments Banking Business Unit is an award-winning global investment business with a growing presence in Europe:Offers a wide range of investment solutions for retail and institutional investors.The BU is a division of Bank Group in SA, leveraging the investment and financial expertise of one of South Africas largest financial services groups.Their philosophy sees them as partnering with select fund managers who they believe can provide consistent long-term outperformance for their clients. These fund managers are experts in their field of specialization and theytend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. They obsess about long-term performance and our top priority is to deliver a superior investment experience for their clients.Please email me a detailed CV: jino.swart@isilumko.co.za

Isilumko Staffing