Customer Service Representative

  • Full time
  • Anywhere

Reference: CM 6845

Consultant: Christa Mostert


  • Facilitate the surrender of customer retirement annuities held with South African based insurance companies.
  • Facilitate the surrender of all other customer held policies with South African based insurance companies.
  • Facilitate the transfer of customer section 14 funds and/or Preservation fund solutions and/or transfer of pension to new retirement annuity.
  • Obtain final values for financial products (e.g., policies).
  • Facilitate the FICA compliance requirements with the customer, identification, and verification of the client in terms of natural person as primary customer.
  • Facilitate the opening of the relevant bank account for the customer and process on the Bidvest Bank API system
  • Facilitate and obtain the required asset and liability documentation from the customer to enable us to apply for the relevant Tax Clearance Status Pin
  • Obtain sign-off from Financial Consultant/s (FC) on the processes to commence that will enable the group Group to meet their service outcome obligations as agreed to with customer/s.
  • Establish good customer report and maintain a professional relationship end-to-end.
  • Provide clear, accurate and consistent communication, enabling customers to respond with information, feedback, documentation, etc. in a prompt fashion.
  • Guide and assist customers with the completion of their Personal Data Form (PDF) or similar.
  • Regularly follow-up with customers to reduce service turn-around time.
  • Keep customers informed on progress.
  • Facilitate and obtain the required Tax Residency Certificate from the customer. The certificate of tax residency
    from the foreign revenue authority or a letter from the authority that indicated that the customer is regarded as a tax resident in that country is required by SARS to withdraw from a Retirement Annuity Fund.


  • Minimum requirement: Grade 12 or equivalent.
  • Exposure to or theoretical knowledge of FAIS & FICA legislation required.
  • Minimum 2 years’ experience in a reasonably complex process-orientated environment, preferably within Financial Services industry recommended.
  • Tertiary qualification in Financial Services would be a definite advantage.
  • Knowledge and experience with sales techniques/strategies to meet customer/business needs and objectives.
  • Proven ability to be self-motivated and work autonomously, while also working successfully within a team.
  • Proven organisational skills including the ability to prioritise work to ensure deadlines are consistently achieved.
  • Strong attention to detail and follow through.
  • Excellent telephone manner and confident on the phone.
  • High degree of initiative and motivation.
  • Demonstrated inclusive, collaborative and engaging approach; including the ability to consult, facilitate, negotiate and influence a broad range of people at all levels in a medium sized corporate environment.
  • An ability to work under pressure in a rapidly changing environment.
  • Solid stakeholder management skills and ability to develop trusted and enduring relationships with customers.
  • Sophisticated communications skills, both verbal and written (English and Afrikaans) with excellent grammar and spelling.
  • Ability to write clearly, courteously and professionally as well as heightened e-mail etiquette.

How to Apply:

  • Email your comprehensive CV to
  • If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered to avoid duplicity on our system.
  • We reserve the right to only conduct interviews with candidates of choice.
  • Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.

To apply for this job email your details to