CSG Recruit: Retail Client Services Consultant


Have you always aspired to have a career in a top tier financial services organisation? Are you a top student with a degree in finance / economics? Then I have the opportunity for you!

Duties & Responsibilities

  • Discussion and explanation of all funds and products offered by the organisaiton
  • Assisting clients with process information and quotes
  • Assisting clients with the tracking and follow up of transactions in progress
  • Responding to queries regarding investment performance.
  • Clarifying and explaining the organisation’s investment approach and philosophy.
  • To ensure accurate record keeping through service related administrative tasks.
  • To assist with database updates and information maintenance.
  • To support a positive and responsive climate for client enquiry resolution.
  • To play a key role in the stewardship of positive client relationships and the retention of clients.
  • To build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency.
  • To actively participate in the organisation’s continuous improvement by identifying and proposing solutions to process and service related failures.

Desired Experience & Qualification

  • Relevant business degree or studying towards one (Essential)
  • Excellent verbal and written communication skills (Essential)
  • Knowledge and interest in finance and investment management
  • Multilingual (Advantageous)
  • MUST HAVE excellent transcripts (minimum 65%)  please submit your transcripts.