

Dynamic Financial and Customer Service Administrator capable of effectively appraising customers' assets while also teaching them on various financial and investment products to construct complete financial plans that help them achieve their financial goals. I'm looking to join an ambitious financial institution to improve client happiness and support smart financial planning. A confident, dependable, and enthusiastic individual with previous customer service experience. I enjoy aiding clients, consumers, and individuals in resolving any concerns that may arise. I'm a good communicator. Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results. Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.
PRAGMA support systems (External and Internal)
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
FOX (Finance Documents)
Customer service
Good communication skills
Complaint resolution
Customer relations
Excellent written and oral communication
Complaint handling
Problem resolution
Telephone etiquette
Call center experience
Regulatory compliance
Problem-solving
Data entry
Product knowledge
Documentation
Spreadsheets
Credit adjustments
Reference:
HolGoun:
Kevin Francis - Admin Manager
Cell: 071 679 3373
Nedbank:
Ingrid Collin - Admin Manager
Cell: 072 620 3952
P.S. Fourie Primary School:
Mr. Royce Coglin - School Principal
Cell: 076 355 8345
Min. Ferdinand Hanekam
Cell: 083 745 1315