Consultant (Client Service Centre) at Allan Gray Proprietary Limited

Job description

Role Description

• To deliver an elevated level of service to all Allan Gray clients.
• This includes direct clients, financial advisers and senior executives.
• For training purposes, the successful candidate would be require to work in our Cape Town offices for a period of 4-6 months before returnin g to resume their duties in the Johannesburg office.

Main Responsibilities

• To service Allan Gray investors, potential investors and financial advisers with transactions and queries for all Allan Gray products telephonically and via written correspondence through:
• Discussion and explanation of all funds and products offered by Allan Gray.
• Assisting clients with process information and quotes.
• Assisting clients with the tracking and follow up of transactions in progress.
• Responding to queries regarding investment performance.
• Clarifying and explaining Allan Gray’s investment approach and philosophy.
• To ensure accurate record keeping through service related administrative tasks.
• To assist with database updates and information maintenance.
• To support a positive and responsive climate for client enquiry resolution.
• To play a key role in the stewardship of positive client relationships and the retention of clients.
• To build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.
• To actively participate in the organisation’s continuous improvement by identifying and proposing solutions to process and service related failures .

Qualifications

• Relevant business degree (Essential).
• Excellent verbal and written communication skills (Essential).
• Knowledge and interest in finance and investment management.
• Multilingual (Advantageous) .

Skills/Competencies and experience

• 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.
• Computer literacy.

Closing date:05 January 2018