Employee Benefits, Client Services, Financial Services, Customer Service, Customer Experience, Business Acumen, Contact Centers, Customer Retention, Graduate Recruitment, Communication
Job description
Client Service Consultants
Who is IDM
The work we do and the way we do it make a real, lasting difference to the lives of those we reach.
As an award-winning industry leader in financial advice and solutions, IDM is positioned to operate in a largely underserved market and will continue to grow. We have big plans for our future, and that could include you!
The people who thrive here genuinely care about making a difference, are self-motivated and driven, creative thinkers and collaborators, and are hungry to learn and grow.
If youre keen to gain diverse work experience and personal and professional growth within a supportive and vibrant culture, then send your application through! We cant wait to hear from you.
What you can expect from your first year at IDM:
- Communication with clients you are helping on an ongoing basis (no face-to-face Client Service/Sales).
- Exposure to the biggest Financial Service Providers, including the big 5 banks
- Acquisition of expert knowledge of the National Consumer Act and Consumer rights.
- Opportunity to gain additional recognized qualifications and further study in the Financial Industry
- Operating from a professional office environment, equipped with everything you need for success
- Connection and networking with young, dynamic, and innovative co-workers.
- Possibility for amazing rewards and recognition
- Company benefits Medical Aid, Retirements Annuity, Bursaries, half day off on your birthday, subsidised lunches, and more.
- Resolving client queries dealing with:
- Debt counselling;
- Additional financial services/products;
- The National Credit Act;
- Short/non-payment queries;
- Payment and debit order queries;
- Balances;
- Credit reports.
- Effective referral of clients to other products/services such as insurance (life, credit, funeral), bank accounts, credit monitoring tools, and other products
- Driving towards achieving client retention, PDA collection, admin fee collection, query resolution turnaround times;
- Educating and referring clients to the Company self-service client portal;
- Grade 12 Additional tertiary or related qualifications will be advantageous
- 1 year of customer service experience in a contact centre (Preferably Financial Services);
- Criminal clear
- Excellent verbal and written communication skills;
- Excellent listener;
- Excellent time management;
- Analytical;
- Problem solver;
- Urgency to attend to client queries and resolve them;
- Ability to work well in a team environment;
- Financial acumen;
- High levels of honesty, accountability and integrity
