One of our top clients who have a reputation for being the best in the industry is looking to appoint an OPERATIONS CONSULTANT for their Cape Town, branch.
The purpose of the role is to ensure the high service standard is maintained through building strong client relationships and delivering excellent client service to our clients and independent financial advisers. The successful candidate will be responsible for ensuring all incoming instructions are responded to and processed and any pending instructions are followed up on.
Responsibilities
? Checking and accurately processing all incoming or pending instructions.
? New business transactions, (e.g. opening a new investment account)
? Providing clients and advisers with a superior level of client service through call and email communications
? Maintaining accurate record-keeping on internal systems of all interactions with clients and advisers
? Knowledge of various legislative requirements relating to Insurance, Finance and Investment products
Job Requirements
? Completed Bachelors Degree within in Finance
? Sound knowledge ofLife Insurance including Pension Funds and Unit Trusts
? Some job-related experience as a Volunteer or Intern
? Client-focused with strong verbal and written communication skills
? Intermediate computer literacy skills in Microsoft Word or Excel
Location
Head Office, Cape Town.
Closing Date
6 December 2024
