Job Description: Manage the day to day activities of client service delivery through effective people and service management in order to foster client centricity, increased productivity and enable operational excellence. Job Responsibilities: Manage the adherence and compliance to company polices, instructions and relevant legislation within all the client service functions Ensure client information is accurately and timeously captured on the relevant system. Monitor and manage the achievement of service level agreements to ensure excellence in the client services function. Check and approve the relevant documentation to support the client service process in line with business and risk management practices. Develop tactical plans to enhance or improve the client experience within the Branch. Coach and guide the Client Services team to effectively utilise client service interactions to improve client retention and repeat business activities. Job Requirements: FAIS related qualification or Regulatory Exam (preferred) 2 years’ management experience (preferred) Understanding of the relevant legislation (General Code of Conduct for Authorised Financial Services Providers and Representatives, Financial Advisory and Intermediary Services (FAIS), Protection of Personal Information Act (POPI), Long Term Insurance Act, Treat Customers Fairly (TCF, etc.) 3-4 years’ experience managing a sales or service environment in the financial services industry Diploma in business management Ability to speak African languages or multi-lingual (preferred)
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