Description

To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing solutions including directing customers to the correct channel in adherence to procedural, productivity and quality standards. The incumbent is individually accountable for achieving results through own efforts.

Responsibilities

•  Initiates processes via mixed media (Email /Web chat / In-Bound Calls).
•  Manages processed initiated including : Enquiries, Change requests, Money in, New Business Servicing.
•  Deals with first line queries.
•  Deals with first line escalations.
•  Processing New Business (processing new applications & new business compliance).
•  Assist in onboarding of new Financial Advisors.
•  Switchboard and Reception duties.
•  Logging of maintenance calls.
•  Reporting: Open Work reports, New Business Risk Report, New Business non-compliance report.

Requirements

•  Matriculation Certificate (Matric) (Required).
•  Business Reporting. Microsoft Excel. New Business Processing. Reception Duties.
•  Tertiary Qualification Advantageous.