We are seeking a dynamic and well-spoken Client Services Consultant to join our 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:
- Respond to client needs by offering the right service and solution.
- Build client trust by applying your expertise and experience to do good for your client.
- Educate clients and potential clients on how to subscribe and service their accounts.
- Treat clients with respect, build trust, and show care and humility in all interactions.
- Help clients achieve their goals and grow financially.
- Own client requests end-to-end and route for alternative intervention if not equipped to service the client.
- Entrench clients and deliver value through cross-selling.
- Facilitate the sales process by informing clients of product features and benefits.
- Document client needs analysis and provide corresponding product solutions.
- Obtain referrals from existing clients and leads from other business units.
- Build, maintain, and retain client relationships by keeping clients informed of progress regarding their applications, queries, and requests.
- Educate clients on secure, alternative, cost-effective, time-saving, and convenient self-service channels.
- Collaborate with internal stakeholders to provide complete financial solutions for clients.
- Ensure great client experiences by making clients feel welcome, listened to, and solving their financial problems.
- Ensure clients are onboarded in line with company's product strategy, policy, and procedure.
- Act with a client-first mindset in all engagements.
Essential Qualifications - NQF Level:
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
- Banking Services (e.g., Higher Certificate in Banking Services - NQF5) (Preferred)
Minimum Experience Level:
- 2-3 years of working experience as a Client Services Consultant within the Asset Management industry.
- Experience with Investments/Pension Funds/Retirement Funds in an Asset Management Business.
- A sound technical understanding of Collective Investment Schemes and Retirement products.
Technical / Professional Knowledge:
- Product Knowledge
- Customer service principles
- Customer relationship management
- Building Customer Loyalty
- Planning and Organizing
- Adaptability
- Applied Learning
