Job Description
Client Service Consultant
A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment products.
Duties & Responsibilities
The responsibilities will include, but not be limited to:
- Ensuring an excellent quality of service is given to clients at all times.
- Online accounts verification and activation.
- Build and establish relationships at all levels with internal departments to ensure timely resolutions to any problems that might arise.
- Provide support to the correspondence and walk-in-centre teams as required.
- Completing administrative and repetitive tasks while keeping accurate, detailed stats of all queries and corresponden...