Client Services Consultant at Crayon

About the job
Note: This is a role for one of our clients, not for Crayon.

JOB SPEC

CLIENT CONSULTANT: RETAIL CLIENT SERVICES

Company Description

A company focused on generating long-term wealth for investors and understanding that even the most intelligent investment philosophy means nothing without quality minds to execute it, clients to benefit from it, and highly professional and smart people to service those clients.

Role Description

• An opportunity to form part of the heart-beat of a leading asset manager. As part of the Retail Client Services team you'll be the face ofthe business to existing as well as prospective clients and be expected to handle queries across the entire product offering. A great platform from which to advance your career within the business and industry. You will engage and establish long-lasting relationships with clients and financial advisers in delivering an excellent experience, focused on building trust and confidence.
• Please complete your Crayon Cam video (available via your candidate dashboard)for consideration for this role. Transcripts and matric results will be required ahead of any interview with the Crayon team. Minimum GPA of 60%.

Salary

• R20,000 per month (subject to experience)

Benefits included in CTC (covered by the employee):

•  Group life cover
•  Disability cover
•  Retirement annuity
•  Medical aid

Additional benefits:

•  Lucrative bonus structure (based on performance)
•  Performance increases (these increases are integrated into the structure of the consultant model and once again based on performance)
•  Further educational funding
•  Internal training, workshops and seminars
•  Lunch is served every day, ‘on-the-house’
•  Health and wellness with a fully equipped gym, together with the personal trainers, a bio-kineticist and a physiotherapist

Responsibilities

• To service investors, potential investors and financial advisers via our various servicing channels i.e. inbound calls, emails or walk-in interactions through:
• Discussion and explanation of all funds and products offered
• 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 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

Requirements

• A recent graduate or young professional (max 2-year’s work experience) with a relevant bachelor’s degree
• Proven performance track record
• Overall university GPA 60%+
• Good matric results, especially maths
• Consistent or progressive results
• Involvement in extra curriculum activities (displays initiative, ability to work in teams,
• leadership potential)

Soft skills

• Sound communication & interpersonal skills
• High adaptability, vigour, resilience, agility
• Good decision-making ability
• Good self-awareness
• Good dynamism
• Service orientation
• Ability to learn
• Analytical or problem-solving ability