seeking an experienced Client Service consultant with Asset management industry experience to fill a manner Educate clients about products / services Facilitate sales process Obtain referrals Offer financial MATRIC / Grade 12 Higher certificate in banking services - NQF 5 or other relevant Advanced diplomas / years' experience as a Client Service Consultant with exposure in asset management - experience in investments products Very adaptable Customer relationship management Clear credit score and clear criminal record
Responsibilities:
dynamic and well-spoken? Join our client as a Client Service Consultant You'll engage with investors and financial long-lasting relationships by delivering exceptional service experiences. Location: Cape Town Duration of contract: Engagement: Respond to client needs with the right service and solutions. Build trust through expertise, showing interactions. Educate clients on subscribing and servicing their accounts. Help clients achieve financial entrench clients and deliver value. Facilitate sales by highlighting product features and benefits. Document
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
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Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional
are looking for a dynamic and well-spoken Client Service Consultant to join the team in Cape Town. The the delivery of exceptional service experiences Job Responsibilities: Provide client services to investors via various relations Escalate all unresolved queries to management by logging the case on the system Answer 90% of all calls within 60 seconds (90/60) as per Service Level Agreements (SLA) Generate lead targets required progression for self through input and feedback from managers Ensure personal growth and enable effectiveness
dynamic and well-spoken? Join our client as a Client Service Consultant You'll engage with investors and financial long-lasting relationships by delivering exceptional service experiences. Location: Cape Town Duration of contract: Engagement: Respond to client needs with the right service and solutions. Build trust through expertise, showing interactions. Educate clients on subscribing and servicing their accounts. Help clients achieve financial entrench clients and deliver value. Facilitate sales by highlighting product features and benefits. Document
We're seeking Client Services Consultants (12 month fixed-term Contract) Western Cape. The core purpose exceptional service experiences. MUST have 2 – 3 years minimum experience as a Client Services Consultant Consultant within the asset Management industry. Provide client services to investors via various communication relations. Escalate all unresolved queries to management by logging the case on the system. Answer 90% of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate leadtargets required
Client Services Consultants (6 month fixed-term Contract) Western Cape. We are looking for a dynamic dynamic and well-spoken Client Service Consultant to join the team in Cape Town. Thecore purpose of this role exceptional service experiences. MUST have 2 – 3 years minimum experience as a Client Services Consultant within the asset Management industry Respond to client needs by offering the right service and solution. and potential clients on how to subscribe and service their account. Treat clients with respect, build