VACANCY | CLIENT SERVICES TEAM LEADER | WATERFALL, JOHANNESBURG | PERMANENT
PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.
Responsibilities:
- Supervision of workload of the team and allocation to team members to optimize service provision and administrative support across the hours of the contact centre
- Monitor and evaluate consultants´ activities and team operations
- Resolving internal and external queries from financial advisors and clients
- Communicating information regarding instructions, processes and procedures to advisors and clients
- Proactively retaining and attracting business by providing excellent service to advisors and clients
- Maintaining Monthly Attendance Record
- Maintaining Key Performance Activities (KPA)
- Performing and maintaining corrective actions where necessary to increase staff performance
- Panel-admin training of new staff
- Handling and resolving escalations, second call resolutions, etc
- Drive bulk admin function communication (failed and unpaid annuities, advisor commission suspension, etc)
- Identify opportunities and implement actions to streamline business processes
- Servicing and maintaining direct client and/or financial advisor base for Life and Investment Products
- Quality assurance of correspondence sent by the consultants telephonically or by email
- Online Enrolments
- Back up to team members where necessary
- Provide support to the Client Services Manager in the development and implementation of technology and systems to ensure the most effective use of new technology and opportunities.
Minimum requirements:
- BCom in Economics/Finance/Financial Management or related (NQF Level 7)
- Financial Services experience
- 2+ years Leadership/management experience
- 2+ years LISP platforms experience or similar investment administration environment
- Experience in dealing with or building relationships with advisers
Skills:
- Professional and friendly telephone manners
- Good understanding of mathematical calculations
- Take initiative
- Excellent time management skills
- Ability to multi-task and have good organizational capacity
- Problem solving skills
- Can work independently and as part of a team
- Apply sound judgement in query resolution
- Outcomes based training ability
- Natural leadership skills
- Detailed systems observation, attention to detail and solving problems arising.
- Ability to do performance calculations and reconciliations
- Approachable and supportive
- High ability to mediate and resolve disputes
How to apply:
Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://bit.ly/3bD2iAk by no later than 24 July 2026.
By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
