Consultant (Retail Client Services - Client Service Centre) 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 Commerce degree in Finance, Economics, Statistics, Investment Management or Business Management (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