Customer Service Representative

Reference: CM 6845

Consultant: Christa Mostert

Description:

• 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.

Qualifications:

• 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 exceedhr@exceed.co.za.
• 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.