Financial Services Associate handling accounts receivable at Uline. Delivering exceptional customer service and maintaining low portfolio aging in a fast - paced call center environment.
About the role
- Provides financial advice on products within allocated market and customer service activities. Responsible for customer relationship management and business development tasks.
Responsibilities
- Provides advice on a specific range of products to a specific allocated market
- Customer Service Carry out standard customer service activities and handle simple customer inquiries.
- Solutions Analysis Assess compliance with established standards and protocols for routine inquiries.
- Receiving Visitors Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
- Customer Relationship Management (CRM) Data Ensure that basic customer details held in the system are accurate.
- Customer Needs Clarification Interview the customer to clarify the customer's requirements.
- Customer Relationship Development / Prospecting Make calls (by telephone or in person) to allocated potential customers to develop relationships.
- Business Development Carry out routine business development support tasks and assist others by following established procedures.
- Sales Opportunities Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Requirements
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Benefits
- Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and empowers you with tools and support
- Opportunity to build from an unmatched foundation of established, multinational, and diverse financial services
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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