Client Services Consultant - Cape Town Region
DeARX Services Ltd
Are you dynamic and well-spoken? Join our client as a Client Service Consultant You'll engage with investors and financial planners, building trust and long-lasting relationships by delivering exceptional service experiences. Location: Cape Town Duration of contract: 6-months Key Responsibilities: Client Engagement: Respond to client needs with the right service and solutions. Build trust through expertise, showing care and humility in all interactions. Educate clients on subscribing and servicing their accounts. Help clients achieve financial goals and grow their investments. Client Relationship Building: Own client requests end-to-end and route for alternative intervention if needed. Cross-sell to entrench clients and deliver value. Facilitate sales by highlighting product features and benefits. Document client needs and provide tailored product solutions. Obtain referrals and leads to expand our client base. Client Communication: Keep clients informed about their applications, queries, and requests. Educate clients on secure, cost-effective self-service channels. Collaborate with internal stakeholders to provide comprehensive financial solutions. Ensure clients feel welcome, listened to, and have their financial problems resolved. Contribute to the team's success through excellent service, teamwork, and personal development. Grow the business by achieving individual and team goals, supporting a positive client experience. Increase market share by engaging clients in Core needs discussions, salary, and debit order switching, and promoting digital platforms. Resolve work obstacles through team collaboration, sharing information, and performance review. Support the sales and service strategy by converting leads into sustainable business. Mitigate risks and meet legislative requirements by staying accredited and updating client information. Report suspicious transactions as necessary. Stay informed on legislation and industry changes. Manage risks by adhering to technical, company standards, and banking legislation. Requirements: Essential: Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees Preferred: Higher Certificate in Banking Services (NQF5) 2-3 years as a Client Services Consultant in Asset Management. Experience with Investments, Pension Funds, Retirement Funds. Strong understanding of Collective Investment Schemes and Retirement products.
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