Client Service Officer (12 Months Contract) - - South Africa

We are looking for Client Service Officer who will be responsible for the following: Keep abreast with all the products serviced by the Broker and ensure understanding to assist our clients optimally. Trading and Investing in JSE Equities / JSE Derivative products / OTC products as per clients’ instructions. These products cover stocks, futures, warrants, commodities and OTC products like Contracts for Difference. Providing clients information on how to trade and invest in these products Selling of the Stock Market and OST as the broker of choice Respond to queries timeously and efficiently (telephonically/JIRA) Liaise and instruct the transfer secretary in respect of Share Withdrawals and all other Share Certificates to be added to the clients’ portfolio on behalf of the client. Adhere to all policies and procedures. Closure of accounts as per clients’ request. Preserve relationships between the various desk we service Achieving an 90% rating on service evaluations. Evaluations cover: o Providing correct and accurate information o Effective problem solving o Thoroughness and attention to detail o Cross-selling and educating clients of products offered by OST o Solutions provided to clients o Escalations of query o Compliments and/or complaints o Misdeals/losses o Rating of relationships gained or sustained amongst peers, internal and external organisations, and management · Cost to budget · Learning and improving · Client Satisfaction · Successfully handling client queries · Idea generation · Operational losses/errors · Compliance deviations · Multi-skill Officer will also need to cross sell products across the client brand brand Will also serve as a primary contact for Traders and Investors who use OST and for those wanting to learn more about the Stock Market and OST’s Offerings. Knowledge Thorough knowledge of the FICA acts and FICA requirements. Fair knowledge of the Broker Business. Rules and regulations and the understanding of the following products: JSE Equities SAFEX – Index futures, Currency futures, SSF’s, Commodities futures OTC products – Contract for Differences Warrants Instalments Cover Calls Qualifications Matric A tertiary qualification or studying towards a tertiary qualification. FAIS Accredited or studying towards FAIS accreditation Experience Minimum 3 years client service experience within a Broker environment. Good verbal communication, pays attention to detail Methodical, diplomatic Able to handle pressure/conflict Results and service-orientated team player able to retain optimism despite setbacks Self-motivated Apply Now

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Client Service Officer (12 Months Contract) - South Africa

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