Graduate Client Services Opportunity - Anonymous, Cape Town

  • Cape Town
  • Salary: R20 000.00 Per Month Per Month
  • Benefits: Medical Aid, Training, Gym membership and Lunch
  • Job Type: Permanent
  • Sectors: Investment, Finance
  • Posted by Anonymous on Tuesday, February 12, 2019
  • Reference: copy-1482979
  • Employment Equity Position
  • Apply before Sunday, April 14, 2019 -

Vacancy Details

Employer: Anonymous

The goal of this position is to deliver an elevated level of service to direct clients, financial advisers and senior executives.

KEY AREAS OF RESPONSIBILITY
  • To service investors, potential investors and financial advisers with transactions and queries for all Investment products telephonically and via written correspondence through:
  • Discussion and explanation of all funds and products offered by our client.
  • 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 client's investment approach and philosophy.
  • To ensure accurate record keeping through service related administrative tasks.
  • To assist with database updates and information ma intenance.
  • 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 organisation’s continuous improvement by identifying and proposing solutions to process and service related failures.
COMPETENCIES
  • Strong verbal and written communication skills
  • Numeric ability
  • Client focussed, friendly and empathetic manner
  • Accuracy and attention to detail
  • Self-control
  • Initiative
  • Analytical Thinking
  • Professionalism
  • Administration Skills
  • Adaptability
  • Stress tolerance
  • Ability to relate to others
  • Ability to deal with complexity
  • Ability to prioritise and function positively under pressure
  • Ability to function as part of a team
  • Accept accountability and take responsibility for tasks done
  • Computer literacy

Candidate Requirements

QUALIFICATIONS AND EXPERIENCE
  • 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)

Our client requires top University marks for this role, with a high aggregate. Please provide proof of this in the form of attached transcripts when applying to be considered for this role. Please do not apply if you do not fit these requirements.

Apply before Sunday, April 14, 2019 - Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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About Anonymous

Founded in 1997 by Pete Whitehouse, CA Financial Appointments is based in Black River Park’s eco-friendly complex, Observatory, Cape Town.

Our business is about the attraction, selection and placement of the best financial staff for our clients. We place permanent, temporary and contract candidates.

We operate out of two specialist divisions – Commercial Finance and Financial Services. Consultants develop thorough knowledge of our clients and the industries in which they recruit.

At CA Financial Appointments, we believe in understanding what our clients’ core requirements are and focusing on delivering these consistently and with integrity.