Client Service Consultant with BCOM - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 09-07-2014 7:28:45 AM
06-08-2014 7:28:45 AM
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 clients Cape Town offices for a period of 8-12 months before returning to resume their duties in the Johannesburg office.

KPI's

Discussion and explanation of all funds and products offered.
Assisting clients with process information and quotes.
Assisting clients with the tracking and follow up of transactions in progress.
Responding to queries regarding investment performance.
Clarifying and explaining clients 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.

Qualifications and Experience:

Relevant business degree (Essential)
Excellent verbal and written communication skills (Essential)
Knowledge and interest in finance and investment management
Multilingual (Advantageous)

Great opportunity with prestigious company.