Client Service Consultant

Designation:	Client Service Consultant | Waterfall, Gauteng
Category:	Administration and Operations
Job Level:	Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by:	PSG Financial Services
Posted on:	09 Nov 2023
Reference Number:	POS03500
Closing date:	09 Dec 2023
Position Type:	Permanent
Location:	Waterfall Magwa Cres

VACANCY | CLIENT SERVICES CONSULTANT | WATERFALL, GAUTENG | PERMANENT

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply

Description:

• To deliver a superior level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform. This position will report to a Team Leader.

Responsibilities:

• To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals
• Assist and follow-up with clients/advisers of instructions in progress – take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
• Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
• Resolving internal and external queries from financial advisers and clients
• Proactively retain and attract business by providing excellent service to advisers and clients
• Support a positive and responsive climate for client enquiry resolution
• Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
• Ensure accurate record keeping through service-related administrative tasks
• Assist with database updates and information maintenance
• Actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service-related failures
• Minimise operational errors and losses
• Apply TCF principles in daily tasks

Minimum requirements:

• Relevant financial or business degree
• Excellent verbal and written communication skills (Essential)
• Knowledge and interest in finance and investment management
• Bilingual (Afrikaans and English)

Skills/ Competencies:

• Strong verbal and written communication skills
• Numeric ability
• Client focussed, friendly and empathetic manner
• Accuracy and attention to detail
• Self-control
• Initiative
• Analytical thinking
• Professionalism
• Administration skills
• Adaptability
• Stress tolerance
• Ability to relate to others
• Ability to deal with complexity
• Ability to prioritise and function positively under pressure
• Ability to function as part of a team
• Accept accountability and take responsibility for tasks done

How to apply:

Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 09/12/2023 . If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.

All the best with your applications