Call Centre Agent Vacancy at Alexander Forbes - - South Africa

Alexander Forbes Financial Services is looking for a Call Centre Agent – Client Servicing Contact Centre to assume the role of a client servicing consultant within the call centre environment. Formal Qualifications • Minimum Matric / Grade 12 – with Mathematics • Possess, or studying towards Retirement Industry or Wealth Management Industry Qualifications and or relevant industry related qualifications. Required Experience • 1 – 2 years experience in a client servicing environment • Experience in the Retirement Fund or LISP Product Administration will be an added advenatage • Legislative Knowledge specific to Living Annuity Administration • Sound knowledge of Regulations in terms of Pension Fund Act, Income Tax Act & Long Term Insurance Act, including FSB & SARS directives • Kowledge of Compass system • Kowledge of Microsoft CRM • Kowledge of MS Excel for analysis & reporting • Can use Microsoft Word & Outlook effectively Main Purpose To increase number of clients, number of investment accounts and assets under management, in a range of products & portfolios catering for various investment needs, by providing excellent service, and doing so as efficiently as possible while managing risk. Key Performance Areas Client Services • Fielding and resolving client queries (non-advice related) • Every contact with a client is an opportunity to ensure that we have the most updated details of the client on our systems • Attend to daily mail, e-mails, faxes, tasks and walk-in clients CIC Telephone Lines • Ensure calls are answered within 3 rings • Use appropriate greetings and courtesies • Ensure adequate availability of FP’s prior to changing to an unavailable status Ensure appropriate CIC status’s are used correctly e.g. available, Admin, lunch, etc. Admin related tasks • Death claims – obtain and follow up on req’s • Recoding • Withdrawals – obtain and follow up with client • AFRF/Seamless – follow up with clients for return of DGP, then allocate to FP • Value / Statement requests • Tax certificate requests • Static contact details • All admin related tasks • Ensure correct labeling of documents attached to CRM • Retention requests to consultants/planners Behavioral competencies (Interpersonal and Intrapersonal) • Confident • Assertive • Ability to persuade and influence • Professional and mature business attitude • Client Service Orientation • Ability to manage expectations • Self awareness • Resilient • Responsible & accountable • Resourceful problem solver • Effective Communication • Results- Orientated • Ability to interact with Clients Technical • Strong knowledge of the AFCT Business • Strong knowledge of Client Services • Strong Business acumen • Excellent oral & written communication skills • Ability to multi-task Cognitive Competencies • Analytical Thinking • Problem Solving How to Apply Click here to apply online Apply Now

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Call Centre Agent Vacancy at Alexander Forbes - South Africa

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