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    Customer Service Consultant - Cape Town, South Africa - J.A.Z Recruitment

    J.A.Z Recruitment
    J.A.Z Recruitment Cape Town, South Africa

    Found in: Job Placements ZA C2 - 3 days ago

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    Description

    In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times.

    Key duties & responsibilities:

    • Manage clients questions and queries ensuring they are addressed and responded to in an efficient and timely manner.
    • Attend to all administrative tasks, associated with, and required by the deed and statutory legislation, accurately and in accordance with the Service Level Agreements.
    • Remain abreast of pension and trust regulations consistently and accurately applying to schemes/clients.
    • Appropriately store/input and reference all client documentation within the document management system and administration system.
    • Communicate in a timely manner, verbally, via email, video calls or in person.
    • Ensure CDD requirements are met for all members, reviewing files as and when required as per company policy.
    • Record all client financial transactions, this includes investments, transfers, benefit payments, statutory payments, and fee charges.
    • Ensure housekeeping cases and data capturing is completed accurately in relevant systems i.e. Salesforce.
    • A clear understanding of applicable Pension and Trust legislation & statutory reporting requirements
    • Experience of administering pension and trust schemes
    • An ability to read/research governance documents impacting a scheme/trust and apply appropriately.
    • A logical approach to assessing productivity and implementing solutions.
    • Calculating and informing on pension payment calculations and associated tax/lump sum/load/benefit and drawdown
    • Investigate and prepare a response to complaints.
    • Review and respond to billing queries.
    • Ability to provide assistance with regulatory reporting.
    • Ability to correspond with relevant tax offices to ensure efficient resolution of client queries.
    • Act as a signatory, once approved, for the business and apply a questioning mind to all aspects of this responsibility.
    • Support, coach, and guide colleagues in the performance of their duties
    • Complete any other duties as and when required to drive business success.
    • Attend Management meetings on request or in the absence of the manager.
    • Hold regular team meetings.
    • Conduct periodic 1-2-1s with team members on request or in the absence of the manager.
    • Conduct annual appraisals on request or in the absence of the manager.

    Competencies:

    • Relevant professional qualification or a willingness to study towards one
    • Clear understanding of applicable Pension and Trust legislation and statutory reporting requirements
    • Experience in working towards and meeting deadlines.
    • Experience of administrating pension and trust schemes.
    • Excellent organisational skills, prioritising, achieving deadlines and driving business efficiency.
    • Strong interpersonal skills
    • Proven ability to communicate at all levels, both written and verbally
    • An aptitude for applying attention to detail in all aspects of the role.
    • A willing and flexible attitude to working hours to support team and business needs as required.
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