Junior Broker Service and Support Consultant
SET Recruitment Consultants
- R10,000 - R11,000 per month
- Permanent Junior position
-
Johannesburg
- Posted 21 Apr 2024 by SET Recruitment Consultants
- Expires in 2 days
-
Job 2561902
About the position
The position requires an experienced and suitably qualified Service and Support Agent who is accountable, well spoken, and client service driven.
- Support the Financial Advisors and provide them with detailed information regarding their clients’ portfolios
- Managing the support Centre, in terms of monitoring inbound calls from participants with regards to Itransact platform
- Assist the Financial Advisors in resolving difficult queries
- Tracking participant enquiries
- Monitor relationship between Support Centre and administration teams to ensure effective contact centre performance to the FSP’s
- Ensure on-going increased knowledge of products
- Ensure that Support Centre provide quality customer service on every call
- Responding to queries received via email in a professional and efficient manner
- Organise and prioritise duties
- Identify and understand the specifics of each FSP query
- Ensure appropriate and timeous resolution of all FSP queries
- Ensuring a full understanding of the principles of TCF and how these translate into the overall objectives of the company.
- Ensuring a full understanding of the regulatory/FICA requirements for the different products the client provides a service for
- All employees are responsible for complying with the principles and practices of Information Security Management. It is incumbent on all employees to fully understand the policies in ensuring the security of all information within the business.
- Supporting management in raising incidents, implementation of controls, processes and supporting tools to comply with and manage information security risks
- Operate within SLA requirements of company and clients
Experience:
2 years call centre industry experience
Experience in a brokerage and or dealing with brokers with financial advisor experience essential
Qualifications:
Relevant tertiary qualification or suitable experience
Desired Skills:
- Brokering
- Customer Service
- Financial Advising
- Investment Administration
- Investments
Employer & Job Benefits:
- Medical Aid Contribution
- Provident Fund Contribution
SET Recruitment Consultants
About the agency
SET Recruitment Consultants, established in 2003, is a specialist agency focused on placing Financial, Accounting and IT professionals within five niche sectors:
Financial services
Professional services
Commerce
IT
The public sector
We have worked extensively in the 'big four' audit space; commerce and industry; and with South Africa’s major banks over the past decade. We are well-positioned to partner with clients and candidates operating and working in these markets.
SET is a future-forward company firmly rooted in SA with more than 85 years’ cumulative local and international industry experience.
We are a Platinum Supplier on the career management portal, CareerSuite offered by the South African Institute of Chartered Accountants (SAICA). Through this relationship we have access to around 34,500 CA(SA) members that are already active in the employment market.
SET is headquartered in Johannesburg, with offices in Cape Town and places professionals nationally and throughout Africa.
Receive a daily digest of all new jobs matching this job. Your information is safe with us and you can cancel any time.
EMAIL ME JOBS LIKE THIS
Email me jobs similar to: Junior Broker Service and Support Consultant
Receive a daily digest of all new jobs matching this job: Senior IT Auditor. Your information is safe with us and you can cancel at any time.
