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Silica provides outsourcing and technology services to the retail investment market, as well as a unique wealth management platform and administration solution to enhance the customer experience.
About the job
The Role
The role requires an experienced, self-starter at a Senior level Contact Centre consultant who will own the resolution of rejected cases and the collection of outstanding requirements, and who will provide Clients with a full exceptional start-to-end experience. This consultant will be expected to take accountability and can be relied on to look after internal verification, investor or broker contacts, constantly assesses risk, without requiring high levels of oversight and management. The individual would need to perform Outbound contact functions and resolve outstanding items with urgency and accuracy.
Purpose of the role:
Receipt and analysis of rejections with the objective of resolving this during the first touch
If the investor/financial advisor/Client needs to be contacted, follow the standard process of call-back, email, rejection, as per the Client’s processes
If the work item has risk processes to be verified, these must be checked within the Client’s documented risk framework
Follow up procedures to collect and review information including the monitoring of results e.g., suspend functionality on the relevant systems
Drive a customer centric culture to achieve start-to-end experience and agreed SLA’s
Maintain consistent and stable performance i.e., deadline driven with a zero tolerance for errors and breaches
Communicate and manage outstanding documents/requirements needed to process instructions
You will be required to:
Have a full understanding of the start-to-end processes and relevant business rules
Manage client expectations
Be curious and innovative in driving continuous improvements
Have an aptitude to learn processes and become technically competent on all our systems
Be quality orientated with a 100% accuracy rate within the robust turnaround time
Have high standards of performance for self, assuming responsibility and accountability for successfully completing tasks i.e., self-imposing standards of excellence
Maintain consistent high levels of activity and effectiveness when experiencing changes in the workplace i.e., process, automation, structure, etc.
Actively participate as a team member and contribute to the success of the team and achievements of its goals which includes being willing to assist team members during high volume periods to ensure that deliverables are achieved
Manage time effectively and efficiently i.e., all work received must be completed by end of day
Continuous self-development and learning to improve self and processes
Setting a stellar example by always living the Silica/FNZ values, always fostering healthy teamwork, always taking full responsibility/accountability for the outcomes of the client service experience, always acting with flawless integrity, always striving for continuous improvement in all aspects of the service experience process
Skills and Experience
Prior Work Experience / Background:
Minimum of 2 years working experience within the Financial Services/Investment industry
Minimum of 2 years working experience in a Contact Centre environment (especially Outbound) is essential
Consistent track record of professional client experience in a dynamic industry
Good understanding of unit trust funds and the applicable regulation and legislation that govern these
Technical / Special Requirements:
Be fully competent on the MS Office suite (Excel, Word and Outlook) essential
Excellent comprehension of English Language, both written and verbal
Excellent communication and writing skills
Educational Requirements:
Minimum of Matric
Relevant degree/diploma advantageous
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