Website PSG Konsult Ltd
PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance. PSG has more than 250 offi… read moreces throughout South Africa, and two offices in Windhoek. Our business consists of three operating divisions: PSG Wealth, PSG Asset Management and PSG Insure. Each applies its own dedicated focus to our clients' financial wellbeing.
Job description:
To deliver a superior level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform. This position will report to a Team Leader.
Responsibilities:
To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals
Assist and follow-up with clients/advisers of instructions in progress – take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
Resolving internal and external queries from financial advisers and clients
Proactively retain and attract business by providing excellent service to advisers and clients
Support a positive and responsive climate for client enquiry resolution
Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
Ensure accurate record keeping through service-related administrative tasks
Assist with database updates and information maintenance
Actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service-related failures
Minimise operational errors and losses
Apply TCF principles in daily tasks
Minimum Requirements:
Minimum qualification: Financial/Business degree (NQF Level 7)
Excellent verbal and written communication skills (Essential)
Knowledge and interest in finance and investment management
Business writing and speaking skills in English
Competencies:
Strong verbal and written communication skills
Numeric ability
Client focussed, friendly and empathetic manner
Accuracy and attention to detail
Self-control
Initiative
Analytical thinking
Professionalism
Administration skills
Adaptability
Stress tolerance
Ability to relate to others
Ability to deal with complexity
Ability to prioritise and function positively under pressure
Ability to function as part of a team
Accept accountability and take responsibility for tasks done
Computer literacy
go to method of application »
Apply via company website ( N / A ) or