Customer Support Agent Financial Services

Umhlanga, KwaZulu-Natal, South Africa

Job Description

As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously and accurately.
Responsibilities:

  • Calling on members exiting, entering, retiring and nearing retirement from retirement funds.
  • Providing the initial contact for benefits advice counselling.
  • Contacting members who responded to the system-generated SMS interface within 24 hours of the member responding.
  • Referring leads to the Company sales representatives that are generated when engaging with members during the benefit counselling process.
  • Communicating with fund consultants and/or employers (companies that members work for) in order to obtain outstanding contact information of members.
  • Customer service and support during the counselling process.
  • Comply with the Company processes and procedures relating to the counselling process which includes complying with the Workflow system requirements
Requirements:
  • Matric with Mathematics (Above 60%)
  • 2 Years experience in financial services and campaign experience
  • Proficient in English with excellent telephone etiquette
  • Good working knowledge of MS Office (Word, Excel, Outlook)
  • Customer service experience (KYC) Inbound and Outbound
  • Ability to deal with all types of clients and have a good understanding of escalation channels
Working Hours: 08:00 am - 17:00 pm
Term - 6 Months
Remuneration: R10 000.00 - R14 000.00 monthly
**Only Shortlisted candidates will be contacted**

Skills Required

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Job Detail

  • Job Id
    JD1610008
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    R10,000-14,000 per month
  • Employment Status
    Permanent
  • Job Location
    Umhlanga, KwaZulu-Natal, South Africa
  • Education
    Not mentioned