BCom Mathematical Sciences Graduates - Rosebank Verfied

R 15,000 per month Rosebank, Gauteng Rosebank, Gauteng more than 14 days ago 30-09-2014 9:19:26 AM
28-10-2014 9:19:26 AM
BCom Mathematical Sciences Graduates

ACR-481

Leading Blue Chip Investment / Asset Management company offers exciting opportunity for BCom Graduates wanting to 'get a foot in the door'. Superior and extensive training and grooming provided. A definite career progression path ensues.

JOB DESCRIPTION:
PLEASE NOTE: This role falls within a call centre environment (a very high level call centre). You are the first point of contact when a client phones into the company and as such, you are the ‘face of the company’. Staff employed as Client Service Consultants are mostly young graduates who obtained well above average marks during their university careers and who have a passion for the investment industry. When clients call in, the staff member taking the call has no idea what the question or query will be. Thus, you need to keep up to date with current events that affect the markets and stock exchanges globally, understand all company products and the various funds that clients may invest in. Please note: you are not allowed to give any financial advice – staff are not “Financial Planners or Brokers”! You may only offer information regarding the funds.

Some queries may be mundane and routine eg. Clients wanting to switch investments, queries regarding instructions not processed eg. Client has given instruction to disinvest some of their investments which was not processed (this usually results in an irate client) and /or email deleted in error etc. You will receive extensive and superior training viz. attend the Academy of Unit Trusts for approximately 3 months before moving into the call centre. Once in the call centre you will receive at-the-desk training and have a mentor sit by your side until such time that you are equipped to deal with calls on your own.

To deliver an elevated level of service to all clients. This includes direct clients, financial advisers and senior executives. For training purposes, the successful candidate would be require to work in our Cape Town offices for a period of 8-12 months before returning to resume their duties in the Johannesburg office.

2. KEY AREAS OF RESPONSIBILITY

*To service investors, potential investors and financial advisers with transactions and queries for all products telephonically and via written correspondence through:
o Discussion and explanation of all funds and products offered by COMPANY.
o Assisting clients with process information and quotes.
o Assisting clients with the tracking and follow up of transactions in progress.
o Responding to queries regarding investment performance.
o Clarifying and explaining company’s 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 the retention of clients.
* To build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.
* To actively participate in the organisation’s continuous improvement by identifying and proposing solutions to process and service related failures.

3. QUALIFICATIONS AND EXPERIENCE

* Relevant business degree (Essential). Please note – the selection criteria requires above average results
* Excellent verbal and written communication skills (Essential)
* Knowledge and interest in finance and investment management
* Multilingual (Advantageous)

4. COMPETENCIES

* Strong verbal and written communication skills
* Numeric ability
* Client focused, 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