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
  • 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

To apply for this job email your details to operations@asearch.co.za

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