Minimum Requirements

- Minimum qualification: Financial degree (NQF Level 6)
- Minimum of 5 year experience in a Life/LISP Call Centre/Client Services environment
- Afrikaans and English business writing skills
- Team management and mentoring experience

Other preferred Requirements:

- Preferred Experience: Management and training experience
- Solid knowledge of legislative requirements relevant and applicable to the financial services sector and the various product offerings (TCF,POPI,RDR,FICA,FAIS etc)
- Working knowledge of legislation, regulations and industry policy applicable to a wealth management business, life products, investment platforms, and stockbroking is advantageous (e.g. Long-term Insurance Act, FAIS Act, FIC Act, Pension Fund Act, Financial Markets Act, POPI Act, CPA Act, TCF, etc)

Responsibilities:
Strategic utilisation of existing infrastructure and resources
Effectively manage employment costs
Providing input on infrastructure and business processes to improve efficiency and quality service
Distribution, monitoring, evaluating and analysing of all incoming work
Management of Client Service Team and their day to day business
Consistent feedback and statistical reporting to management
Maintaining strong and essential relationships across all Business Units and with all clients and financial advisors
Monitoring, evaluating and analysing of all incoming and outgoing calls / Responsible for all telephonic communication to clients and financial advisors
Maintaining, enhancing and ensuring the quality of service to all clients and financial advisors
Minimise operational losses and risks
Process engineering and optimisation in order to improve and enhance the client Services function within the Company’s sector

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.