Retail Client Services team member

Retail Client Services

Retail Client Services team member

Description

We're hiring in our Retail Client Services Team. We require a passionate and highly motivated individual who will be part of a team responsible for guiding our clients through our products and processes, providing clarity on any questions or concerns they may have. Preference will be given to appropriately qualified, previously disadvantaged candidates in order to achieve the numerical goals and targets to address Prudential’s EE Plan.

Basic job requirements:

  • An appropriate tertiary education – Essential
  • A minimum of 3 years’ experience in financial services client servicing – Essential
  • English and Afrikaans proficiency
  • A good overall understanding of the investment industry, with a particular focus on unit trusts
  • High level of computer literacy
  • Good verbal and written communication skills with clients, internal business units and service providers

Responsibilities

  • Assisting and building relationships with customers either by telephone, electronically or face to face
  • Responding promptly to customer inquiries and following up on queries where applicable
  • Obtain and evaluate all relevant information to handle product and service enquiries
  • Assisting clients with processing of forms, applications and requests
  • Record details of enquiries, comments and complaints
  • Maintain customer databases
  • Communicate and coordinate with internal departments
  • Assist in improving the environment with projects, process reviews and other enhancements

Competencies

  • Excellent interpersonal skills and ability to communicate at all levels
  • Takes ownership and accountability
  • Problem solving and solution-orientated
  • Attention to detail
  • Tenacious
  • Self-motivated with high levels of initiative
  • A team player that relates with both internal and external stakeholders
  • Stress tolerance
  • Analytical Skills
  • Ability to follow through

Application form

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We're focused on investment excellence.

Since 1994, we’ve built up an enviable track record for consistently strong investment performance thanks to our single-minded focus on achieving excellence. We’ve also been committed to using the same prudent valuation-based investment philosophy for the past two decades.

MEET THE TEAM

Our entire staff of over 150 professionals are firmly aligned behind this focus. Many of our people have stayed with us for many years, testament to our strong culture of ownership and responsibility. We also benefit from a flat management structure and our team approach allows our investment professionals to focus on what they do best - managing clients' savings.

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