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Pipeline - Client Service / Customer Service / Financial Advisor / Codes Administrator (12-month contract) - Asset management - Investment - Banking - Wealth
Isilumko Staffing Tuesday, 24 December 2024 16Job Summary
One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract.
Qualifications and experience:
- Post Grad - MUST
- Degree - MUST
- No less than 2 years' experience within a Client Service role within asset management sector / wealth sector
- Must have experience within investments / retirement funds / pension funds
- Proper technical understanding of collective investment schemes and retirement products
- Clear criminal record and clear credit record
Job skills / competencies:
- Excellent English communication
- Respect
- Integrity
- Honesty
- Customer service
- Banking policies and procedures
- Customer relationship management
- Product knowledge
- Problem solving
- Adaptability
Job specification:
- Resolve investors queries
- Attend to calls - adhere to SLA
- Technical support - retirement and collective investment schemes
- Prevent losses
- Drive continuous improvement - processes, systems and policies
Isilumko Staffing
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