Job description:<\/p>\n
\tTo 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.<\/p>\n
Responsibilities:<\/p>\n
\tTo 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
\n\tAssist 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
\n\tAssist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
\n\tResolving internal and external queries from financial advisers and clients
\n\tProactively retain and attract business by providing excellent service to advisers and clients
\n\tSupport a positive and responsive climate for client enquiry resolution
\n\tBuild and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
\n\tEnsure accurate record keeping through service-related administrative tasks
\n\tAssist with database updates and information maintenance
\n\tActively participate in the organisation\u00b4s continuous improvement by identifying and proposing solutions to system, process and service-related failures
\n\tMinimise operational errors and losses
\n\tApply TCF principles in daily tasks<\/p>\n
Minimum Requirements:<\/p>\n
\tMinimum qualification: Financial\/Business degree (NQF Level 7)
\n\tExcellent verbal and written communication skills (Essential)
\n\tKnowledge and interest in finance and investment management
\n\tBusiness writing and speaking skills in English<\/p>\n
Competencies:<\/p>\n
\tStrong verbal and written communication skills
\n\tNumeric ability
\n\tClient focussed, friendly and empathetic manner
\n\tAccuracy and attention to detail
\n\tSelf-control
\n\tInitiative
\n\tAnalytical thinking
\n\tProfessionalism
\n\tAdministration skills
\n\tAdaptability
\n\tStress tolerance
\n\tAbility to relate to others
\n\tAbility to deal with complexity
\n\tAbility to prioritise and function positively under pressure
\n\tAbility to function as part of a team
\n\tAccept accountability and take responsibility for tasks done
\n\tComputer literacy<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( N \/ A ) or<\/p>\n
<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"PSG Konsult Ltd","_company_website":"http:\/\/N%20\/%20A","_company_tagline":"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'\u200b financial wellbeing.","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[11],"job-types":[12],"class_list":["post-22702","job_listing","type-job_listing","status-expired","hentry","job_listing_region-gauteng","job-type-full-time"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/22702","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=22702"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=22702"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=22702"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}