Investment Service Consultant

A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal / external clients / brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment products

The responsibilities will include, but not be limited in anyway to : -

• Ensuring an excellent quality of service is given to clients at all times
• Online accounts verification and activation
• Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise
• To provide support to the correspondence and walk-in-centre teams as and when required
• Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence
• Identifying and proposing solutions to process and service related failures
• To supply marketing material via various Media forms to all interested parties
• Database updates and information maintenance

Qualifications and experience which are Non Neg.

The importance of this role is that the candidate should possess all of the following skills.