Apex Group Customer Service Jobs in Western Cape
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Job specification
- Ability to communicate with a variety of individuals on all levels to obtain and confirm information
- Maintain high level of professionalism, competence and confidentiality
- Build positive and productive client relationships
- Liaise with clients’ partners, admin and finance teams
- Work effectively in a team.
- Call Centre - receiving and making calls to clients, partners, brokers and administrators
- CIS transactions – forward to Silica, including new business, redemptions, switches, transfers, updates.
- Processing rejected instructions on AWD
- Adhoc testing on Silica, AWD and Web portal
- Daily monitoring the unreconciled items on Silica Reports
- FICA where applicable
- Liaise with partners, investors
- Investor and broker queries
- Liaise with admin and system administrators
- Ensure that all necessary information is maintained and updated in a database for easy access
- Distribute portfolio information where and to whom required.
- Ad-hoc admin tasks
- Assist with risk identification
- Contribute to efficient CIS operations by monitoring and tracking the accurate and timeous processing of client transactions and requests by the Administrator.
- Capitalize on opportunities to demonstrate superior customer service through the provision of courteous and efficient solutions to clients’ needs
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Skills Required:
- Relevant diploma or degree
- Minimum of 2 years relevant experience.
- Excel skills is essential.
- Basic understanding of unit trusts and investments
- Keep up to date with regulatory changes
- Knowledge of Technology Silica, AWD and Standard Bank Online
- An ability to work accurately under pressure to meet deadlines.
- An ability to take initiative and work independently.
- Attention to detail
- Ability to communicate effectively at various levels.
- An ability to think analytically and identify and solve problems effectively.
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