Retail Client Services Analyst at Talent ID

Job description

Join this successful investment company based in the Southern Suburbs of Cape Town. Are you a passionate and highly motivated individual? Want to be part of a team responsible for guiding clients through products and processes, providing clarity on any questions or concerns they may have.

Basic job requirements

• Completed Business Degree
• 2 - 3years experience in Asset Management
• Call Centre experience (Financial Services) - Essential
• A good overall understanding of the investment industry
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trusts experience
• High level of computer literacy
• Good verbal and written communication skills with clients, internal business units and service providers

Primary job function

• Assisting and building relationships with customers either by telephone, electronically or face to face
• Responding promptly to customer inquiries and following up on queries where applicable
• Obtain and evaluate all relevant information to handle product and service enquiries
• Assisting clients with processing of forms, applications and requests
• Record details of enquiries, comments and complaints
• Maintain customer databases
• Communicate and coordinate with internal departments
• Assist in improving the environment with projects, process reviews and other enhancements

Key competencies required

• Excellent interpersonal skills and ability to communicate at all levels
• Takes ownership and accountability
• Problem solving and solution orientated
• Attention to detail
• Tenacious
• Self-motivated with high levels of initiative
• A team player that relates with both internal and external stakeholders
• Stress tolerance
• Analytical Skills
• Ability to follow through

If you do not hear from us within 2 weeks, please consider your application unsuccessful.