Client Services Consultant (Tygervalley) at Sanlam Group

What will you do?

The Client Services Consultant will be responsible for providing exceptional customer service to clients in the investment industry. The successful candidate will act as the primary point of contact for clients, ensuring that they receive timely and accurate information and resolving any issues or concerns they may have. The role requires a strong understanding of the investment industry, as well as excellent communication, analytical, and problem-solving skills.

Key Responsibilities:

• Act as the primary point of contact for clients, responding to inquiries, providing information, and resolving issues.
• Develop and maintain strong relationships with clients, always providing exceptional customer service.
• Coordinate with internal teams to ensure timely and accurate delivery of client requests.
• Collaborate with sales and marketing teams to support client acquisition and retention strategies.
• Analyse client data to identify trends and areas for improvement in service delivery.
• Keep abreast of market trends and developments, as well as regulatory changes, and communicate relevant information to clients.
• Contribute to the development of client service policies, procedures, and best practices.
• Participate in industry events and conferences to promote the company's services and build relationships with clients.

What will make you successful in this role?

• Minimum of 2 years of experience in client services within the investment industry
• Strong understanding of investment products, services, and industry regulations
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal teams.
• Strong analytical and problem-solving skills, with the ability to analyze data and identify trends.
• Ability to work independently and as part of a team, with a strong focus on delivering exceptional customer service.
• If you have the required experience and qualifications, please apply with your resume and a cover letter outlining your suitability for the role.