Job Description: Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints. Job Responsibilities: Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance. Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure. Ensure refunds are processed in line with policies and procedures to ensure validity and prevent fraud. Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Help manage clients by carrying out standard activities and providing support to others. Provide feedback to customers within turnaround times. Job Requirements: 2-3 years' financial services experience (Essential) Grade 12/ SAQA Accredited Equivalent (Essential); Regulatory exam 1 (Advantageous)