|Location||Cape Town, South Africa|
|Date Posted||Jun 24, 2020|
To service Allan Gray investors, potential investors and financial advisers via our various servicing channels i.e. inbound calls, emails or walk-in interactions through:
Discussion and explanation of all funds and products offered by Allan Gray.
Assisting clients with process information and quotes.
Assisting clients with the tracking and follow up of transactions in progress.
Responding to queries regarding investment performance.
Clarifying and explaining Allan Gray’s investment approach and philosophy.
To ensure accurate record keeping through service related administrative tasks.
To assist with database updates and information maintenance.
To support a positive and responsive climate for client enquiry resolution.
To play a key role in the stewardship of positive client relationships and the retention of clients.
To build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.
To actively participate in the organisation’s continuous improvement by identifying and proposing solutions to process and service related failures.
Qualifications and Experience
Relevant business degree or studying towards one (Essential)
Excellent verbal and written communication skills (Essential)
Knowledge and interest in finance and investment management
Strong verbal and written communication skills
Client focussed, friendly and empathetic manner
High adaptability, vigour, resilience, agility
Accuracy and attention to detail
Ability to use initiative
Ability to problem-solve
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