Manani Motaung
Client Service Consultant
Fourways
Summary
Dynamic Client Service Consultant with PSG Wealth, adept at enhancing customer satisfaction through effective problem-solving and proactive communication. Skilled in payment processing and client support, I consistently resolve inquiries and minimize operational errors, ensuring compliance and efficiency. Committed to fostering positive client relationships and delivering exceptional service.
Experienced with managing client relationships and resolving issues. Utilizes effective communication to ensure client satisfaction. Track record of problem-solving in dynamic environments.
Overview
12
12
years of professional experience
Work History
Client Service Consultant
PSG Wealth
06.2016 - Current
- To service all clients, potential clients and advisers for wealth products telephonically and via written correspondence within the service levels agreements
- Assisted clients with inquiries, providing accurate information and resolving issues to ensure customer satisfaction.
- Coordinated scheduling of client consultations, ensuring efficient use of available resources and timely follow-ups.
- Responded to customer concerns with friendly, knowledgeable service, and resolved issues quickly to deliver prompt service.
- Assist and follow up with clients and advisers regarding instruction progress
- Assist clients and advisers with queries, processes, procedures and systems
- Proactively retain and attract business by providing excellent service both to clients and advisers
- Support a positive and responsive climate for client enquiry resolution
- Minimize operational error and losses
- Apply TCF principles daily
ETF Administrator
AOS
03.2013 - 06.2016
- Capturing of ETFSA ,SATRIX,NFN,DBX, ITRANSACT- new business applications
- Ensure all investments are FICA compliant before processing of applications
- Requesting FICA documents • from clients
- Drafting of letters, emails and phone clients to acknowledge queries
and request signed and outstanding documents - Processing debit order amendment applications
- Working on the monthly debit order rejection file-Canceling of debit orders
- Identified data discrepancies through careful analysis, promptly
researching issues for quick resolutions - Processing of CDSP Transfer applications-transfer of shares to
other investment companies - Processing user registrations-activating client online access.
Liaised directly with customers to meet needs and maintain satsifaction
Education
High School Diploma -
Westridge High School
Roodepoort 04.2001 -
Skills
Outlook
Microsoft package
Telephone etiquette
Internet skills
Payment processing
Customer support
Follow-up skills
Client support
Problem-solving
Time management
Problem-solving abilities
Timeline
Client Service Consultant
PSG Wealth
06.2016 - Current
ETF Administrator
AOS
03.2013 - 06.2016
High School Diploma -
Westridge High School
04.2001 -
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