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Walk-in Centre Agent

Alexander Forbes - East London, Eastern Cape

Closing date yi 14 ka June 2024

Customer Service Contract Company Facebook Schedule

Regrettably, this position has been removed.


  • Interact with clients face to face, via email and/or telephonically to provide and process information in response to queries and requests.
  • Provide the highest level of customer service to all clients taking full responsibility and accountability for the timely resolution of queries and requests.

  • Matric/ Grade 12 - Essential
  • 2 years of solid experience in a client servicing environment dealing with clients face to face
  • Finance or investment industry experience will be an added advantage
Skills & Competencies
  • Ability to communicate effectively with clients and employees
  • Skill in handling complaints
  • Ability to communicate fluently (verbal and written) in both English, Afrikaans and two African language
  • The consultant should be an effective communicator and troubleshooter, enthusiastic, self-motivated, adaptable, able to complete assigned tasks, and must possess a strong sense of responsibility.
  • The ability to be diplomatic is essential because this is a customer service position.

Ensure client satisfaction 100% of the time:

  • First impressions matter and it is your job as a walk-in center consultant to be courteous to clients and create a good first impression.
  • Ensuring all services meet the customer’s needs
  • Liaise with administrators should you need to resolve the query on FCR
  • Ensure internal telephone calls are answered in an efficient manner, ensuring a professional approach at all times


  • Accurate capturing of walk-in center member records as per call center capturing standards
  • Ensure all documentation scanned and captured onto CRM
  • Ensure all documentation sent via email to the administrator using the fund distribution list (soft copy)
  • Ensure all documentation handed to back office within 8hrs (hard copies) via internal mail
  • Ensure 100% logging onto CRM
  • Ensure greeting and closure of contact are used according to the protocol document
  • Ensure not on Non ACD status
  • Ensure available on CIC for 7hrs
  • Quality of service delivery and communication provided to internal and external clients
  • Escalations to team leader/ manager to be Validated
  • Ensures all unnecessary paper work is filed away
  • Ensure average handling time should not exceed 15 minutes
  • Build and establish relationships at all levels with internal
  • departments, so as to ensure that timeous resolutions are
  • found to any problems that might arise
  • Database updates and information maintenance
Additional Information
  • While we have tried to ensure the accuracy of the information, Salary Magazine cannot accept any responsibility or liability for any errors or omissions.
  • You should always check with the Job Center or employers directly to confirm the details are still accurate before applying.
  • If you need further help with this job or any other, please feel free to ask.
  • Best of luck with your job application!
Ref No
  • PC3192