Client Services Consultant Cape Town - Cape Town Region
Quest Staffing Solutions
Client Services Consultants (6 month fixed-term Contract) Western Cape. We are looking for a dynamic and well-spoken Client Service Consultant to join the team in Cape Town. Thecore purpose of this role is to build engagement, trust and long-lasting relationships with investors andfinancial planners through the delivery of 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. Build client trust by applying your expertise and experience to do good for your client. Educate clients and potential clients on how to subscribe and service their account. Treat clients with respect, build trust, show care and humility in all client interactions. Help clients achieve their goals and grow financially. Own the client request end to end and route for alternative intervention if not equipped to service the client. Entrench clients and deliver value through cross selling. Facilitate the sales process by informing clients of the product features and benefits. Document client needs analysis and provide corresponding product solutions. Obtain referrals from existing clients as well as leads from other business units. Build, maintain and retain client relationships by keeping clients informed of progress or action takenregarding their applications, queries, and requests. Educate clients on the use of, secure, alternative, cost effective, time saving and convenient self-servicechannels. Collaborate with internal stakeholders to provide complete financial solutions for clients. Ensure great client experiences by making the client feel welcome, listened to, and owning and solving theirfinancial problems. Matric / Grade 12 / National Senior Certificate Advanced Diplomas/National 1st Degrees MUST have 2-3 years working experience as a Client Services Consultant within the Asset Management industry. Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business MUST have A sound technical understanding of Collective Investment Schemes and Retirement product Salary: R17 293.22 per month Location: Western Cape 6 Months contract
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