To deliver a superior level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform.


This position will report to a Team Leader.


Main responsibilities:

To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals

Assist and follow-up with clients/advisers of instructions in progress - take ownership of the conclusion of a instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents

Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance

Resolving internal and external queries from financial advisers and clients

Proactively retain and attract business by providing excellent service to advisers and clients

To support a positive and responsive climate for client enquiry resolution.

To build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.

To ensure accurate record keeping through service related administrative tasks.

To assist with database updates and information maintenance.

To actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service related failures

To minimise operational errors and losses

Apply TCF principles in daily tasks



Qualifications and experience:

Relevant financial or business degree

Excellent verbal and written communication skills (Essential)

Knowledge and interest in finance and investment management

Bilingual (Afrikaans and English)



Skills and competencies:

Strong verbal and written communication skills

Numeric ability

Client focussed, 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