CFA Institute
Agency Details & SummaryCONTACT DETAILSTel: 021?556 3375Email: tamsyn@trackingtalent.co.zaWebsite: trackingtalent.co.zaRole ProfileJob Title: Client Service Consultant (Retail)Department: InvestmentsSector: Financial Services; InvestmentsSalary: 225?000 -?280 000p/aLocation: Johannesburg or Cape TownAs a consultant in the Retail Client Service team you will deliver an elevated level of service to all Retail Asset Management Clients.?The queries that come in vary from basic log in issues to complex investment queries. This includes direct clients, financial advisers and senior executives.?Should the individual wish to be based in Johannesburg, for training purposes, the successful candidate would be required to work in the Cape Town offices for a period of?3-6 months before returning to resume their duties in the Johannesburg office. You will be required to work for 18 -24 months in this role dependent on your performance before applying for other internal roles. This role is a great opportunity to learn about the products, investments and culture of the business and is fundamental for future growth. You need to be resilient and see the opportunity to grow long term in this businessThe RoleKey responsibilitiesTo service investors, potential investors and financial advisers withtransactions and queries for all products telephonically and viawritten correspondence through:Discussion and explanation of all funds and products offered.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 our investment approach and philosophyTo 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.-57785-4778700Minimum requirementsA relevant business / commerce/financial related degree () or equivalent with good transcripts. Aggregate of 60% plus requiredMatric with either Maths, Economics, Accounting C - HG or D – SGExcellent verbal and written communication skills (Essential)Knowledge and interest in finance and investment managementMultilingual (Advantageous)?CFA would be highly beneficial or studies towards a CFA qualification-57785-4778700Skills/Competencies and experience?Strong verbal and written communication skillsNumeric abilityClient focussed, friendly and empathetic mannerAccuracy and attention to detailSelf-Control?Initiative?Analytical Thinking?ProfessionalismAdministration SkillsAdaptabilityStress toleranceAbility to relate to othersAbility to deal with complexityAbility to prioritise and function positively under pressureAbility to function as part of a teamAccept accountability and take responsibility for tasks doneComputer literacyAdditional Information:Preference will be given to EE candidates in accordance with the Investment Cluster employment policies.To be considered for the above opportunity, please upload your C.V. via the link below: any queries please contact Tamsyn O’Neill on 021?556 3375 ................
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