Client Services Consultant - City of Cape Town, Western Cape, South Africa - CA Financial Appointments

CA Financial Appointments

Verified Company

City of Cape Town, Western Cape, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Description

This is a lovely opportunity for a Client Relationship Consultant to join an investment team with an excellent track record and with exposure and products in both the SA and International market.

Responsibilities:

Support and assist with all relevant products, services and processing
Filter relevant feedback to management from financial advisors
Resolve and manage queries
Support consultant team when necessary
Action instructions from financial advisors and investors accurately and timeously
Follow processes and procedures accurately and timeously
Manage client follow ups
Flag errors and identify ways to streamline future processes

Requirements:

Minimum of a completed tertiary qualification or currently be completing an undergraduate degree, preferably in commerce / finance
Minimum of 1 3 years' experience in a similar role with experience in unit trusts / investments
MS Office and MS Excel proficient as well as investment systems
Must have the ability to work well under pressure and ability to stick to deadlines
High attention to detail
Client services experience essential, good telephone manner and professionalism
Excellent organizational and planning skills, be proactive
Cando attitude and a good team player