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. Building and establishing relationships at all levels with internal departments to ensure timely resolutions to any problems that might arise. Providing 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 correspondence. Identifying and proposing solutions to process and service-related fa...