Client Service Consultant - Aquarius Recruitment, Western Cape

  • Western Cape
  • Salary: Market Related
  • Job Type: Permanent
  • Sectors: Investment
  • Posted by Aquarius Recruitment on Thursday, January 23, 2020
  • Reference: 1646713
  • Employment Equity Position
  • Apply before Tuesday, March 24, 2020 - 25 Days left

Vacancy Details

Employer: Aquarius Recruitment


Purpose of the Role:

To ensure that a high level of Client Services is provided to the investor and financial intermediary that interacts with the company. The Client Service Consultant will be responsible for all incoming client queries in the form of written as well as telephonic interactions.


Duties and Responsibilities:

·         Handle all client queries and/or complaints (telephonic /written/social media) and resolve issues to completion in a timely manner

·         Applying technical knowledge and understanding to secure an end to end finalization of client requests

·         Working across organizational boundaries to obtain outstanding information and clarify instructions received to improve client experience

·         Evaluate problems regarding service issues and enquiries to determine their importance and urgency

·         Performing investigations where necessary to facilitate problem resolution timeously

·         Responsible for ensuring service excellence to clients/intermediaries remains within best business practice and standards

·         Responsible for managing reputational risk ensuring compliance with regulatory requirement, procedures, service standards and complaints

·         Remain updated and informed on legislative and industry changes.

·         Responding to all enquiries in a professional and timely manner

·         Liaising with administrator/admin support to provide best client experience



·         Grade 12

  Relevant tertiary qualification is an advantage

 Skills/Competencies and experience:

·         2 years’ experience in a client services environment within financial services / LISP / Asset Management environment

·         Excellent language skills (written & verbal) in English & Afrikaans – a third would be an advantage

·         MS Office – intermediate level of MS Work & Excel

·         Sales Logix or another comparable CRM application is an advantage


 Key Competencies:

·         Technical knowledge

·         Client Centricity

·         Communication skills

·         Results Driven

·         Building & maintaining relationships

·         Planning & organizing

·         Attention to detail

·         Resilience

·         Business acumen

·         Team success


Key Success Measurement:

 ·         Passionate, ambitious and energetic individual, constantly looking for opportunities to exceed client expectations

·         Strong interpersonal skills with enthusiasm for dealing with clients to deliver the best experience and outcomes to them


Employment Equity:

 ·         Preference will be given to applicants from designated groups


Apply before Tuesday, March 24, 2020 - 25 Days left 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 Aquarius Recruitment

Aquarius Recruitment specialises in Financial Services recruitment nationally.

Our services include, Specialist Recruitment, Executive Search, Corporate Coaching, Psychometric Assessment, Salary Surveys, and Incentive and Retention Strategies.

Asset Management
Investment Banking
Life Assurance
Corporate Finance and Project Finance
Retail Banking
Legal and Compliance
Stock Brokering
Actuarial (Life / Employee Benefits)
Risk Management
Private Equity