Summary
Overview
Work History
Education
Skills
Identitydocument
Personal Information
References
Timeline
Generic
Palisa Tlale

Palisa Tlale

Summary

Highly motivated with 5 years of experience in client services and related positions. Deliver exceptional client service while building and maintaining relationships. Identifying root cause as well as finding solutions to any issues that arise . Proven proficiency in investment products as well as a comprehensive understanding of how funds and the market works.

Overview

9
9
years of professional experience

Work History

Client Services

Nedgroup Investments
11.2022 - Current
  • Providing client service to financial advisors through various communication channels
  • Ensure financial advisors receive the right service or product
  • Provide technical support in terms of Collective Investment schemes and Retirement products
  • Adhere to daily schedule to ensure targets are met
  • Escalate any unresolved queries as well as managing client queries
  • Investigating and solving client issues
  • Ensure that correspondence with clients is done within the agreed Service Level Agreement (SLA)
  • Prevent losses that may occur by being vigilant and paying attention to detail
  • Ensure to remain up to date with all changes to systems, processes, and products in order to provide exceptional service.

Service Recovery Specialist

Sygnia Investment Services
04.2021 - 10.2022
  • Investigating and dealing with errors, escalations with financial impact and service failures across different products
  • Financial reconstructions - Processing detailed calculations to ensure client is not negatively impacted as a result of the error
  • Correcting client accounts based on the financial reconstructions
  • Dealing with client and advisor favors
  • Analysis of root causes for errors, escalations and service failures
  • Identifying mitigating actions to be taken to prevent re-occurrences
  • Monthly reporting of errors, escalations and service failure trends
  • Identifying inefficiencies in work processes and improvement recommendations
  • Managing relationships with different business support teams
  • Involvement in ad-hoc projects within the business.

Youth Minister

Johannesburg Church of Christ
04.2019 - 03.2021
  • Managing relationships with the people that are in our ministry
  • Providing solutions to difficult situations that arise
  • Training potential leaders, delegate responsibility and helping with individual growth
  • Assigning tasks to the trainees to perform in a given period of time
  • Providing support to people in need within the ministry
  • Organizing events such as a Career Day with a recruitment expert and training facilitator
  • Planning fun events/activities to ensure that there is connection and unity within the ministry
  • Assisting in planning yearly events within the different churches.

Operations Consultant

Allan Gray
03.2017 - 03.2019
  • Processing new business transactions within the Retail Division
  • Processing existing business transactions such as Investments, Switches, Debit Orders, Section 14 transfers, Compulsory Transfers, Living Annuities, etc
  • Amendments to existing client information
  • Attending to client queries on time and diligently
  • Resolving any issues and problems faced by the customer
  • Assisting with complaints and still maintaining clients trust
  • Maintaining records of all interactions with clients
  • Liaising with multiple Financial Advisors and Direct Investors with regards to their investments
  • Rectifying errors accurately and timeously
  • Supporting team members and making the Team Coordinators job easier
  • Ensuring work is processed within required turnout times and relevant cut-offs
  • Providing high excellence in service quality
  • Receiving top performer awards
  • Maintaining a low error rate with the work I produced
  • Working on projects that impacted not only my team but the department as well
  • Working on projects that introduce innovative ways to be more efficient, client centric and highly effective in the work I did.

Customer Relations Officer

Abacus Maths
01.2016 - 01.2017
  • Dealing with clients' accounts, invoices, recurring invoices and credit notes
  • Calculating salaries and payrolls
  • Bank reconciliation and unknown deposits
  • Communicating with our clients as well as administrative duties
  • Dealing with unsatisfied clients and resolving the issues that come up
  • Leading meetings with sales reps- focusing on their plan for the day, targets and how to achieve those goals
  • Running interviews with potential employees and seeing whether they are a fit for our company
  • Being the bridge between our Directors and employees
  • Looking out for the interests of our employees and ensuring that their needs are met.

Education

Pretoria High School for Girls

BSc in Actuarial Sciences -

University of Pretoria

Skills

Client Services

Identitydocument

9007310795089

Personal Information

  • Citizenship: South African
  • Date of Birth: 07/31/90
  • Driving License: Yes

References

  • Majdie Gamieldien, Client Servies Manager- Nedgroup Investments, 081 711 2792
  • Ricardo Caswell, Team Leader- Sygnia Investments, 079 446 8480
  • Zamalinda Xulu, Leader of the Tshwane Church of Christ, 082 568 7680
  • Bonolo Mosoane, Team Leader Allan Gray, 079 191 606

Timeline

Client Services

Nedgroup Investments
11.2022 - Current

Service Recovery Specialist

Sygnia Investment Services
04.2021 - 10.2022

Youth Minister

Johannesburg Church of Christ
04.2019 - 03.2021

Operations Consultant

Allan Gray
03.2017 - 03.2019

Customer Relations Officer

Abacus Maths
01.2016 - 01.2017

Pretoria High School for Girls

BSc in Actuarial Sciences -

University of Pretoria
Palisa Tlale