Retail Client Services

Job Description

To engage and establish long-lasting relationships with clients and financial advisers in delivering an excellent experience, focused on building trust and confidence. We are focused on generating long-term wealth for our investors. We understand that even the most intelligent investment philosophy means nothing without quality minds to execute it, clients to benefit from it, and highly professional and smart people to service those clients. Our steadfast commitment to long-term investing extends to our people. This is why we aim to recruit and invest in individuals who are motivated and enthusiastic about achieving their long-term career goals at our firm.

Responsibilities

To service Allan Gray investors, potential investors and financial advisers via our various servicing channels i.e. inbound calls, emails or walk-in interactions through:
Discussion and explanation of all funds and products offered by Allan Gray.
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 Allan Gray’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.

Responsibilities + Skills

Strong verbal and written communication skillsClient focussed, friendly and empathetic mannerHigh adaptability, vigour, resilience, agilityAccuracy and attention to detailAnalytical Thinking

Education

Relevant business degree or studying towards one (Essential)Excellent verbal and written communication skills (Essential)Knowledge and interest in finance and investment managementMultilingual (Advantageous)

Experience

Ability to use initiativeAbility to problem-solveAbility to deal with complexityAbility to prioritise and function positively under pressureAbility to function as part of a teamAccept accountability and take responsibility for tasks doneComputer literacy

Job Summary

  • Published on: Monday, 30th December 2019
  • Designation: Consultant | Retail Client Services | Client Service Centre
  • industry: Miscellaneous
  • Vacancy:
  • Employment Status: Full-time
  • Job Location: Brampton, ON
  • Salary: on a call
  • Gender:
  • Application Deadline: Monday, 30th December 2019

About the Company

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