Operations Consultant - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 20-02-2017 7:40:57 PM
20-03-2017 7:40:57 PM
This position is within the Retail Division and the candidate will report to the Team Leader. The job requires the candidate to work actively within a team but also independently. The candidate will be responsible for all incoming and any pending work to ensure finalization of the case, while maintaining contact with the Independent Financial Advisor (IFA) or the client during the entire process. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined and enjoy working in a team environment.

MAIN RESPONSIBILITIES

Process incoming instructions:
- New business transactions
- Existing business transactions (investments, retirement's, withdrawals, switches, transfers, cessions and estate-lates)
- Amend existing client information (investors, advisors and employers)

Validate incoming instructions:
- Adhere to legislative requirements relating to all applicable products
- Completeness and accuracy of instruction from client/IFA
- Validate proof of payment or money transfers
- Comply with FICA requirements (where relevant)

General duties and requirements:
- Ensure all incoming work is captured within required turnaround times and before relevant cut-off times
- Attend to queries from clients, IFA's and internal customers and respond to queries on time and diligently
- Provide clients and IFA's with superior levels of service
- Maintain records of all interactions with clients and IFA's on Siebel CRM
- Correct and timeous rectification of errors
- Liaise with clients and IFA's regarding the correct implementation of instructions received to meet with our service delivery standards
- Support fellow team members and Team Leader
- Adhoc duties as required from time to time

QUALIFICATIONS

- Relevant Business Degree or job-related experience is an advantage
- Sound knowledge of either the Life Insurance industry (including Pension Funds) or the Unit Trust industry is an advantage.
- Intermediate Computer Literacy – Word, Excel, Email

SKILLS AND COMPETENCIES

- High accuracy and attention to detail
- Excellent time-management
- Excellent problem-solving ability
- Excellent verbal and communication skills
- Ability to function well under pressure
- Client-focused and self-motivated
- Ability to work effectively as part of a team and independently
- Accountability and responsibility for all tasks done

Recruiter: CareerAnchor