Job Advert Summary
Who we are:
PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Account.
PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared.
Purpose of the job:
To ensure that a high level of Client Services is provided to the clients and financial intermediary that interacts with PPS Investments. The Client Service Consultant will be responsible for all incoming client queries in the form of written as well as telephonic interactions and other omni channels.
Minimum Requirements
Ideal experience:
- 1-2 years’ experience within financial services industry; investments /LISP/ Asset Management environment
- Knowledge on FICA/FAIS and FATCA legislation requirements and TCF outcomes
- Knowledge and experience in client services / contact centre environments
Ideal qualifications:
- Bachelor’s degree or Diploma in Commerce related field essential.
Competencies and ideal personality attributes:
- Client Centricity
- Communication skills (written and verbal)
- Business writing skills
- Building and maintaining relationships
- Planning and organizing
- Attention to detail
- Resilience
- Team success
- Results driven
- Business acumen
Systems knowledge:
- MS Office – intermediate level of MS Work & Excel
- Sales Logix or another comparable CRM application is an advantage
Duties and Responsibilities
Service Delivery
- Provide client services to Clients /Intermediaries / PPS Insurance distribution channels and broader distribution force relating to and within the financial services /LISP/Asset Management environment.
- Handle all client queries and/or complaints (telephonic /written /social media) and resolve issues to completion in a timely manner.
- Applying technical knowledge and understanding to secure an end-to-end finalization of client requests.
- Working across organizational boundaries to obtain outstanding information and clarify instructions received to improve client experience.
- Evaluate problems regarding service issues and enquiries to determine their importance and urgency.
- Performing investigations where necessary to facilitate problem resolution timeously.
- Responsible for ensuring that service excellence to Clients /Intermediaries remains within best business practice and standards.
- Responsible for managing reputational risk and ensuring compliance with regulatory requirements, procedures and service standards.
- Promotion of PPS Investments technology offering.
- Remain updated and informed on legislative and industry changes.
- Responding to all enquiries in a professional and timely manner.
- Liaising with operations support to provide best client experience.
- Technical understanding of all PPS Investments offerings and the ability to apply that understanding to daily outputs.
Relationship Building and Communication
- Collaborate effectively across business units to achieve business results.
- Take up and resolve administrative and service issues that hinder good service delivery.
- You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your employment application with PPS including any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.
- Based on the nature of our business, honesty and integrity are inherent requirements for our roles.
- All appointments are made in line with the Company's Employment Equity targets.