The primary purpose of this role is to provide exceptional service across different product types all on LISP platform. In this role you will be responsible to service internal and external clients, and manage client service by maximising business efficiency and minimising business risk.
Responsibilities
Accountable for the screening and processing of instructions in accordance with the latest checklists and procedure guides.
Accountable for all the processes and procedures specific to the role.
Communicate accurate, in depth information on time as and when required through MS CRM, telephone, and email that is specific and case related to clients and within the different areas.
Ensure adherence to applicable procedure in terms of filing (both electronic and manual)
Adhere to company policy and procedure in terms confidentiality and record keeping/ storage of electronic data
Ensure that the CRM system is updated 100% with detailed comments.
Compile daily work on hand report.
Take ownership of client queries and respond to client within 24hrs.
Ensure accurate resolution to client query within or on the promised date by applying knowledge or requesting necessary resources.
Adhering to procedures, relevant legislation, and checklists and controls, in part to
Adhere to training requirement including keeping up with changes in legislation
Provide support to team members when required
Requirements
Degree or Diploma in Accounting, Finance, Investment or Equivalent
Must reside in Gauteng
Must have no prior work experience or have 6 months or less internship/work experience
Employment Echo
