Client Services Consultant

Duties & Responsibilities

• Discussion and explanation of all funds and products offered by the organisaiton

• 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 the organisations 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 organisations continuous improvement by identifying and proposing solutions to process and service related failures.

Desired Experience & Qualification

• Relevant business degree or studying towards one (Essential)

• Excellent verbal and written communication skills (Essential)

• Knowledge and interest in finance and investment management

• Multilingual (Advantageous)

Please send your CV to: potchefcareers@gmail.com