{"id":14973,"date":"2013-10-04T10:19:27","date_gmt":"2013-10-04T08:19:27","guid":{"rendered":"https:\/\/joblistsouthafrica.com\/?p=14973"},"modified":"2016-06-29T09:52:11","modified_gmt":"2016-06-29T07:52:11","slug":"retail-client-services-consultant-graduate-contract-permanent-positions","status":"publish","type":"post","link":"https:\/\/joblistsouthafrica.com\/retail-client-services-consultant-graduate-contract-permanent-positions.html","title":{"rendered":"Retail Client Services Consultant: Graduate Contract and Permanent Positions"},"content":{"rendered":"

**Please note that preference will be given to candidates from designated groups for employment equity purposes**<\/p>\n

Job Purpose<\/strong><\/p>\n

To provide excellent call centre support service to our clients with their investment related queries, both telephonically, written and face to face. This role also requires one to follow up on potential clients and leads.<\/p>\n

 <\/p>\n

Duties & Responsibilities <\/strong><\/p>\n

1. Handle existing client queries relating to investments in the unit trust and retirement and life product streams, both telephonically and written
\n2. Meeting with clients and prospective clients to explain the investment options
\n3. Largely office-bound role, but may be required to meet with clients offsite on occasion
\n4. Maintenance of relationships and commission arrangements with IFA\u2019s.
\n5. Management of documentation iro Anti Money Laundering legislation and other static client data as required from time to time
\n6. Management of internal relationships to ensure prompt client response, including intermediary account managers and premier client manager
\n7. Managing Third Party Administrator\/admin support relations
\n8. Controlling, monitoring and supporting clients in the Coronation Online Services secure environment
\n9. Following up with potential clients and leads
\n10. Maintenance of Saleslogix
\n11. Recognizing service delivery failures and managing the resolution of these
\n12. Following up on returned e-mails and post to maintain accurate client data records
\n13. Reporting on activities to manager<\/p>\n

Ideal Experience <\/strong><\/p>\n

No work experience necessary<\/p>\n

 <\/p>\n

Ideal Qualifications <\/strong><\/p>\n

1. Relevant tertiary financial qualification \u2013 e.g Bcom with Investments major, BBusSci, FAPM etc
\nCompetencies & Personality Attributes 1. Must have an \u201cI can\u201d mentality \u2013 constantly looking for opportunities to exceed clients expectations
\n2. Must be a detailed individual with a thorough understanding of financial instruments, supported by the relevant qualifications
\n3. Must be a \u2018student of the market\u2019 as well as have an understanding of products
\n4. Ambitious, highly energetic and keen to take on additional responsibilities in a dynamic environment.
\n5. Must have initiative and the ability to act pro-actively.
\n6. Must be a self starter.
\n7. Should have excellent communication skills (both verbal and written).
\n8. Must be able to work in a team environment, where each person is encouraged to be accountable for their actions<\/p>\n

 <\/p>\n

Most Important Attribute <\/strong><\/p>\n

1. Must have excellent communication skills (both verbal and written).
\n2. Ability to build outstanding relationships.
\n3. Ability to think \u201con your feet\u201d
\nSystems Knowledge MS Office<\/p>\n

 <\/p>\n

How to Apply<\/strong><\/p>\n

Click here to apply for Graduate contract position<\/a><\/p>\n

Click here to apply for permernent position<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

**Please note that preference will be given to candidates from designated groups for employment equity purposes** Job Purpose To provide excellent call centre support service to our clients with their…..<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_newsletter_tier_id":0,"footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[43,2239],"tags":[1862],"jetpack_publicize_connections":[],"yoast_head":"\nRetail Client Services Consultant: Graduate Contract and Permanent Positions - Jobs in South Africa 2024<\/title>\n<meta name=\"description\" content=\"**Please note that preference will be given to candidates from designated groups for employment equity purposes** Job Purpose To provide excellent call\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/joblistsouthafrica.com\/retail-client-services-consultant-graduate-contract-permanent-positions.html\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Jobs sa\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/joblistsouthafrica.com\/retail-client-services-consultant-graduate-contract-permanent-positions.html\",\"url\":\"https:\/\/joblistsouthafrica.com\/retail-client-services-consultant-graduate-contract-permanent-positions.html\",\"name\":\"Retail Client Services Consultant: Graduate Contract and Permanent Positions - 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