Customer Service Officer vacancy at Absa
DEADLINE: January 25, 2025
Job Summary
The purpose of the Virtual Distribution Customer Service Consultant is to assist with the following activities:
- To support the retention and re-intermediation processes of a Virtual Advisor and AIFA, by actively referring clients on the Exit campaign where the adviser is no longer with the services of Absa.
- Conclude broker notes on behalf of Virtual Advisers in effort to maintain and retain income for Virtual distribution and to reduce the orphan book.
- To support and promote the retention of maturing investment policies by reminding and following up with advisers on the re-investment of these funds.
- To assist and support business with new and adhoc initiatives as and when required.
Job Description
The purpose of the Virtual Distribution Customer Service Consultant is to assist with the following activities:
- To support the retention and re-intermediation processes of a Virtual Advisor and AIFA, by actively referring clients on the Exit campaign where the adviser is no longer with the services of Absa.
- Conclude broker notes on behalf of Virtual Advisers in effort to maintain and retain income for Virtual distribution and to reduce the orphan book.
- To support and promote the retention of maturing investment policies by reminding and following up with advisers on the re-investment of these funds.
- To assist and support business with new and adhoc initiatives as and when required.
Education
- Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (Required)
