Client Care Specialist assisting clients in both English and French with financial inquiries at Credit Counselling Society. Providing empathetic support and connecting clients with appropriate resources during their financial journey.
About the role
- Client Service Consultant responsible for client contact at Glacier by Sanlam. Assisting clients with investment queries and providing product information in a respected financial services team.
Responsibilities
- To be responsible for all client contact (telephonic, e-mail and walk-in)
- Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
- Assisting clients with investment administration queries
- Providing investment and product information to IFA’s and investors
- Involved in ad-hoc client services projects
Requirements
- Matric / Grade 12 including Pure Mathematics
- A relevant financial degree / qualification
- 1 year experience in finance or investment industry advantageous
- Client focused
- Problem solving skills
- Adaptability
Benefits
- Exceptional communication skills in English – Written and Verbal • Positive, enthusiastic attitude • Teamwork • Ability to thrive under pressure • Honesty, integrity and respect • Ability to adapt to change
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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