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Client Services jobs in Cape Town, Western Cape

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    • Knowledge and experience in client services / contact centre environments.
    • Take up and resolve administrative and service issues that hinder good service…
    • View all PPS Recruitment jobs - Nuweland jobs - Customer Service Representative jobs in Nuweland, Western Cape
    • Salary Search: Client Services Consultant salaries in Nuweland, Western Cape
    • Support the fulfilment of bookings to ensure service levels are consistently met.
    • Manage shared inboxes and respond to queries from clients and candidates.
    • Responsible for ensuring high quality, consistent customer support and ensuring that the support services meet (or exceed) their internally and externally…
    • This role focuses on building and maintaining strong relationships with existing and prospective clients while providing efficient, solution-driven service.
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    • Shortlisted job applicants will thus be required to sign a consent form to undergo the afore-mentioned checks as part of our Recruitment process with our…
    • Support the Administration Manager to enable efficient and effective client service.
    • Maintaining a professional, consistent service delivery to ensure client…
    • Ensuring client service level agreements are met and exceeded.
    • Engage with client in a client centricity manner.
    • Regulatory Exam (RE 5) advantageous.
    • Engages with clients to uncover purchase motivations by asking good questions and listening to clients.
    • Develops local and international client base and seeks…
    • Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
    • Provide excellent service to investors, potential…
    • Excellent telephone etiquette and service delivery skills.
    • Provide policyholders with technical support on the client systems.
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    • 3 years’ experience within a client services role.
    • Experience working with BPO clients at a management level (USA client exposure advantageous).
    • Accelerate Onboarding Success: You will lead daily alignment sessions with new Executive Assistants and clients, setting clear expectations and helping EAs…
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    • Proven experience delivering change and project initiatives in complex environments.
    • Strong working knowledge of change frameworks and project methodologies.
    • Familiarity with SLA-driven service environments and service management processes is preferred.
    • Monitor service performance, reporting, and workflow activity to…
    • Customer service: Provide exceptional customer service by addressing enquiries, resolving issues, and offering aftercare support.

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Client Services Consultant
PPS Recruitment
Nuweland, Western Cape
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Job details

Pay information not provided
Nuweland, Western Cape

Full job description

Job Advert Summary

Who we are:

PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Account.

PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared. To ensure that a high level of Client Services is provided to the clients and financial intermediary that interacts with PPS Investments. The Client Service Consultant will be responsible for all incoming client queries in the form of written as well as telephonic interactions and other omni channels.

Purpose of the job:

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

Minimum Requirements

Ideal experience:

  • 1-2 years’ experience within financial services industry; investments /LISP/ Asset Management environment
  • Knowledge on FICA/FAIS and FATCA legislation requirements and TCF outcomes
  • Knowledge and experience in client services / contact centre environments

Ideal qualifications:

  • Bachelor’s degree in Commerce related field essential.

Competencies & ideal personality attributes:

  • Client Centricity
  • Communication skills (written and verbal)
  • Business writing skills
  • Building and maintaining relationships
  • Planning and organizing
  • Attention to detail
  • Resilience
  • Team success
  • Results driven
  • Business acumen

Systems knowledge:

  • MS Office – intermediate level of MS Work & Excel
  • Sales Logix or another comparable CRM application is an advantage

Duties and Responsibilities

Service Delivery

  • Provide client services to Clients /Intermediaries / PPS Insurance distribution channels and broader distribution force relating to and within the financial services /LISP/Asset Management environment.
  • 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 that service excellence to Clients /Intermediaries remains within best business practice and standards.
  • Responsible for managing reputational risk and ensuring compliance with regulatory requirements, procedures and service standards.
  • Promotion of PPS Investments technology offering.
  • Remain updated and informed on legislative and industry changes.
  • Responding to all enquiries in a professional and timely manner.
  • Liaising with operations support to provide best client experience.
  • Technical understanding of all PPS Investments offerings and the ability to apply that understanding to daily outputs.

Relationship Building and Communication

14. Collaborate effectively across business units to achieve business results.

15. Take up and resolve administrative and service issues that hinder good service delivery.

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