Consultant (Retail Client Services - Client Service Centre) - Cape Town at Allan Gray Proprietary Limited

Job description

Description

To deliver an elevated level of service to all Allan Gray clients. This includes direct clients, financial advisers and senior executives.

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 provide assistance to the Service Support team and walk-in-centre team as and when required.
• 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 identitying and proposing solutions to process and service related failures.

Qualifications

• Relevant Bachelors Degree (Essential) including but not limited to; Business Management, Economics, Engineering, Finance, Investment Management or Statistics
• 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