Overview

Pipeline – Client Service/Customer Service/Financial Advisor/Codes Administrator/Asset Jobs in Cape Town, South Africa at Isilumko Staffing

Position: Pipeline – Client Service / Customer Service / Financial Advisor / Codes Administrator (12-month contract) – Asset

One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant to join their branch in Cape Town on a 12-month contract.

Qualifications and experience:

Post Grad – MUST

Degree – MUST

No less than 2 years’ experience within a Client Service role within asset management sector / wealth sector

Must have experience within investments / retirement funds / pension funds

Proper technical understanding of collective investment schemes and retirement products

Clear criminal record and clear credit record

Job skills / competencies:

Excellent English communication

Respect

Integrity

Honesty

Customer service

Banking policies and procedures

Customer relationship management

Product knowledge

Problem solving

Adaptability

Job specification:

Resolve investors queries

Attend to calls – adhere to SLA

Technical support – retirement and collective investment schemes

Prevent losses

Drive continuous improvement – processes, systems and policies

Title: Pipeline – Client Service/Customer Service/Financial Advisor/Codes Administrator/Asset

Company: Isilumko Staffing

Location: Cape Town, South Africa

Category: Finance & Banking (Bank Customer Service), Customer Service/HelpDesk (Bank Customer Service)

 

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