Client Service Consultant - Cape Town, South Africa - Rory Mackie & Associates

Rory Mackie & Associates

Verified Company

Cape Town, South Africa

2 weeks ago

Posted by:

Thabo Mthembu

beBee Recruiter

Responsibilities:

Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts
Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution
Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes
Support the Client Group by providing proactive communication on rejections and queries raised by the thirdparty administrators and clients
Acting as the primary point of contact for all third party and client queries and offshore funds range
Assist other team members when necessary provide cover during periods of absence

Requirements:

Relevant 3 years working experience
A business focused degree
Financial Services experience specifically Asset Management, Retirement Funds and Unit Trusts
Offshore experience advantage
Call Centre experience (Financial Services)
Essential
Excellent business writing skills

Competencies:

The ability to build and maintain meaningful relationships
The ability to 'approach and own' and continuously look for opportunities to develop
A client focused and collaborative approach
Ability to analyse, interpret and assimilate information