Customer Service Consultant, Cape Town

We are looking for someone that has experience in administration for adviser firms.
The roll will be capturing application forms liaising with providers and clients.

Characteristics and skills needed at RFAdvice:
• Goal-driven
• Team player
• Well-spoken
• Logical thinker
• Integrity/honesty
• Effective listening skills
• Strong attention to detail
• Putting your hand up first
• Excellent prioritising skills
• Always willing to learn more
• Ability to uphold high standards of quality
• Good interpersonal skills to connect with clients and staff

The role will require, but will not be limited to, the following:
• Working in and with a team
• Meeting deadlines with no exceptions
• Exceptional service delivery at all times
• Experience with Microsoft Office and Microsoft Excel
• Experience with Adobe Acrobat 
• Building positive and productive relationships with clients
• Communicating with product providers on behalf of clients
• Administration of all financial product transactions on behalf of clients
• Being tech-savvy and the ability to adopt current systems and new ones with ease