Client Service Officer - Johannesburg - Isilumko Staffing (JHB)

    Isilumko Staffing (JHB)
    Isilumko Staffing (JHB) Johannesburg

    1 week ago

    Isilumko Staffing (JHB) background
    Description

    Role Overview:

    We are seeking a highly skilled Client Service Officer to join our team.

    This role is pivotal in delivering outstanding service across our trading and investment platforms.

    You will act as a key contact for traders and investors, providing expert guidance on stock market investments and our offerings.

    Your responsibilities will include managing client queries, trading activities, and cross-selling bank products to enhance client satisfaction.

    Key Responsibilities

    • Provide exceptional client service by staying up-to-date with all broker-serviced products.
    • Educate clients on trading and investment processes.
    • Actively promote OST and bank products to clients.
    • Respond to client queries efficiently via telephone and JIRA.
    • Coordinate with transfer secretaries for share withdrawals and portfolio management.
    • Ensure adherence to policies and procedures and manage account closures.
    • Maintain positive relationships with internal teams and external partners.

    Key Performance Measures

    • Achieve a 90% rating on service evaluations.
    • Meet operational expectations.
    • Deliver high client satisfaction and effective query handling.
    • Generate innovative ideas and reduce operational errors.
    • Comply with all regulations and enhance internal and external relationships.

    Competencies Required

    • Qualifications: Matric, with a tertiary qualification or progress toward one; FAIS Accredited or studying toward FAIS accreditation.
    • Knowledge: In-depth understanding of FICA, broker business, JSE Equities, SAFEX products, OTC products, and related trading instruments.
    • Experience: Minimum 3 years of client service experience in a broker environment.
    • Technical Skills: Proficiency in MS Office, fair knowledge of BDA/CCM and JIRA applications.
    • Personal Skills: Excellent verbal communication, attention to detail, ability to handle pressure, and a client-centric approach.


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