Job Description

Client Service Consultant

Who is IDM

Are you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be.

The work we do and the way we do it make a real, lasting difference to the lives of those we reach.

As an award-winning industry leader in financial advice and solutions, IDM is positioned to operate in a largely underserved market and will continue to grow. We have big plans for our future, and that could include you!

The people who thrive here genuinely care about making a difference, are self-motivated and driven, creative thinkers and collaborators, and are hungry to learn and grow.

If you’re keen to gain diverse work experience and personal and professional growth within a supportive and vibrant culture, then send your application through! We can’t wait to hear from you.

What you can expect from your first year at IDM:

• Communication with clients you are helping on an ongoing basis (no face-to-face Client Service/Sales).
• Exposure to the biggest Financial Service Providers, including the big 5 banks
• Acquisition of expert knowledge of the National Consumer Act and Consumer rights.
• Opportunity to gain additional recognized qualifications and further study in the Financial Industry
• Operating from a professional office environment, equipped with everything you need for success
• Connection and networking with young, dynamic, and innovative co-workers.
• Possibility for amazing rewards and recognition
• Company benefits – Medical Aid, Retirement Annuity, Bursaries like a half day off on your birthday, subsidised lunches, and more.

Key Responsibilities:

• Resolving client queries dealing with:
• Debt counselling;
• Additional financial services/products;
• The National Credit Act;
• Short/non-payment queries;
• Payment and debit order queries;
• Balances;
• Credit reports.
• Effective referral of clients to other products/services such as insurance (life, credit, funeral), bank accounts, credit monitoring tools, and other products
• Driving towards achieving client retention, PDA collection, admin fee collection, query resolution turnaround times;
• Educating and referring clients to the Company self-service client portal;

Key Requirements

• 1 year Client Service Experience
• Diploma/Degree in Financial Services Industry advantageous
• Excellent Communications skills verbal and written
• Excellent Problem solving skills
• Criminal Clear