Engaged Business Consultant Pty (Ltd) was founded in 2015 Engaging with major corporates both local and internationally. Engaged offers premier business solutions through our strategic management and technology consulting approach. Our unique implementation approach incorporating tailored project management and People Enablement development while improving technology alignment, ensures that our client’s aspirations are achieved and designed with purpose and passion.
Job Title: Client Service Consultant
Location: Johannesburg
Salary: Market Related
Job Type: Contract
Sectors: Banking, Finance, Consulting
Reference: 3907 – Client Service Consultant
Vacancy Details
Role Description:
Client Service Consultant required for a for a 6-month contract position (possible extension) for a client based in Johannesburg. The client has a hybrid working module (2 days remote and 3 days on site). We are seeking a dynamic and well-spoken Client Service Consultant to build engagement, trust, and long-lasting relationships with investors and financial planners through exceptional service experiences.
Key Responsibilities:
- Respond to client needs with appropriate services and solutions.
- Educate clients on account subscriptions and services.
- Treat clients with respect, build trust, and show care.
- Own client requests end-to-end and facilitate cross-selling.
- Inform clients of product features and benefits.
- Obtain referrals and leads from existing clients and other business units.
- Educate clients on self-service channels.
- Contribute to the organisation’s success through service excellence and teamwork.
- Increase market share by engaging clients in Core+ needs discussions.
- Support sales and service strategy objectives.
- Convert leads into sustainable business for the organisation.
- Mitigate risks and meet legislative requirements (e.g., FICA, FAIS).
- Report suspicious transactions.
- Stay updated on relevant legislation and industry changes.
- Comply with organisation policies, controls, and regulations.
Required Skills
- Client Service Consultant: 3 to 4 years
- Asset Management Industry: 3 to 4 years
Candidate Requirements
Qualifications & Requirements:
- Matric / Grade 12 / National Senior Certificate.
- Advanced Diplomas/ National 1st Degrees.
- Higher Certificate in Banking Services (NQF5) – preffered.
- 2-3 years as a Client Services Consultant in the Asset Management industry.
- Experience with Investments Pension Funds/ Retirement Funds in an Asset Management Business.
- Strong understanding of Collective Investment Schemes and Retirement products.
- Product knowledge and customer service principles.
- Customer relationship management.
- Building customer loyalty, planning and organising.
- Adaptability and applied learning.
To Apply
Click Here!
Application Deadline: July 17 2024