P
Client Services Consultant (LISP) | Waterfall at PSG Konsult Ltd
PSG Konsult Ltd
October 3, 2026
Full-time
On-site
Description:
Deliver an exceptional level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform. This position will report to a Team Leader.
Responsibilities:
To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals
Assist and follow-up with clients/advisers of instructions in progress - take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
Resolving internal and external queries from financial advisers and clients
Proactively retain and attract business by providing excellent service to advisers and clients
Support a positive and responsive climate for client enquiry resolution
Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
Ensure accurate record keeping through service-related administrative tasks
Assist with database updates and information maintenance
Actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service-related failures
Minimise operational errors and losses
Apply TCF principles in daily tasks
Minimum requirements:
Financial/Business degree (NQF Level 7)
Relevant experience within the Financial Services industry (Investments/Wealth)
Minimum of 2 years' experience as a consultant in a Life/LISP Call Centre/Client Services environment
Professional and friendly telephone manner
Knowledge and interest in finance and investment management
Skills/ Competencies:
Business writing and speaking skills in English
Strong verbal and written communication skills
Numeric ability
Client focused, friendly and empathetic manner
Accuracy and attention to detail
Analytical thinking
Administration skills
Adaptability
Deliver an exceptional level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform. This position will report to a Team Leader.
Responsibilities:
To service all PSG Wealth clients, potential clients and financial advisers with all instructions and queries (including outstanding requirements) for all PSG Wealth products telephonically and via written correspondence within the service levels goals
Assist and follow-up with clients/advisers of instructions in progress - take ownership of the conclusion of an instruction for processing by administrators into the administration system, including the quality and completeness of the appropriate documents
Assist client and advisers with queries on instructions, processes, procedures, quotes, systems (web), and facts about all PSG Wealth products and fund performance
Resolving internal and external queries from financial advisers and clients
Proactively retain and attract business by providing excellent service to advisers and clients
Support a positive and responsive climate for client enquiry resolution
Build and establish relationships at all levels with internal departments to enhance organisational effectiveness and efficiency
Ensure accurate record keeping through service-related administrative tasks
Assist with database updates and information maintenance
Actively participate in the organisation´s continuous improvement by identifying and proposing solutions to system, process and service-related failures
Minimise operational errors and losses
Apply TCF principles in daily tasks
Minimum requirements:
Financial/Business degree (NQF Level 7)
Relevant experience within the Financial Services industry (Investments/Wealth)
Minimum of 2 years' experience as a consultant in a Life/LISP Call Centre/Client Services environment
Professional and friendly telephone manner
Knowledge and interest in finance and investment management
Skills/ Competencies:
Business writing and speaking skills in English
Strong verbal and written communication skills
Numeric ability
Client focused, friendly and empathetic manner
Accuracy and attention to detail
Analytical thinking
Administration skills
Adaptability