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Client services (FAIS / Brokerage - Commodities / OTC / JSE) - 7 month contract
Isilumko Staffing Friday, 22 November 2024 3Job Summary
One of the TOP banks in S.A. is looking for an experienced Client Service Consultant to join their JHB team on a 6-month contract.
Qualifications and experience:
- 3 years' client service experience in a Broker environment
- Must have product knowledge: JSE Equities, SAFEX, Contract for differences, warrants, installments
- Computer literate
- JIRA application knowledge
- Matric
- Tertiary qualification or studying towards
- FAIS accredited or studying towards
Job skills / competencies:
- Communication
- Attention to detail
- Results driven
- Client centric
- Able to handle conflict
- Work under pressure
- Stakeholder engagement
- Idea generation
- Client satisfaction
- Multi-tasking
Key performance areas:
- Stakeholder engagement
- Cross sell
- Act as primary contact for Traders and investors
- Educate clients about the stock market
- Engage with the Broker and ensure you keep abreast of the products
- Responsible for trading and investing in JSE equities / derivative products, OTC products / warrants / futures / commodities
- Guide clients on how to trade and invest in the products
- Engage with the Transfer Secretary regarding share withdrawals
- Close clients accounts
Isilumko Staffing
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