PSG Client Services Consultant (LISP) 2026: Permanent Investment Services Opportunity in Waterfall, Johannesburg
PSG Financial Services is recruiting a Client Services Consultant (LISP) for a permanent position in Waterfall, Johannesburg, Gauteng. The successful candidate will provide client-service support to direct clients, financial advisers and internal stakeholders using the integrated PSG Wealth investment platform.
The position, reference POS02676, requires a Financial or Business degree at NQF Level 7, relevant Investments/Wealth industry experience and at least two years’ experience as a consultant in a Life/LISP Call Centre or Client Services environment. Applications close on 25 September 2026.
Opportunity Overview
| Detail | Information |
|---|---|
| Organisation | PSG Financial Services |
| Position | Client Services Consultant (LISP) |
| Reference number | POS02676 |
| Category | Administration and Operations |
| Employment type | Permanent |
| Location | Waterfall, Johannesburg, Gauteng |
| Office/location listed | Waterfall Magwa Crescent |
| Reports to | Team Leader |
| Qualification | Financial/Business degree, NQF Level 7 |
| Industry experience | Financial Services – Investments/Wealth |
| Required experience | Minimum 2 years in Life/LISP Call Centre/Client Services |
| Posted | 31 August 2026 |
| Closing date | 25 September 2026 |
| Salary | Not specified in the official advert |
| Application destination | PSG Careers |
About the Opportunity
The Client Services Consultant will be responsible for delivering a high level of service to clients, potential clients, financial advisers and internal stakeholders connected to the PSG Wealth investment platform.
The position reports to a Team Leader and combines client communication, investment-product support, instruction processing, administration, query resolution and relationship management.
A key objective is to ensure that client and adviser instructions are handled accurately and efficiently while meeting PSG’s service-level goals.
The Consultant will also take ownership of instructions that are in progress, helping ensure that documentation is complete and suitable for administrators to process through the administration system.
PSG states that employment equity is an important part of creating an inclusive workforce. Preference is given to applicants from designated groups in support of the company’s employment-equity goals, and people with disabilities are encouraged to apply.
Who Can Apply?
Applicants must have a:
Financial or Business degree at NQF Level 7.
Candidates also need relevant experience within the financial-services industry, specifically Investments/Wealth.
PSG additionally requires a:
Minimum of two years’ experience as a consultant in a Life/LISP Call Centre or Client Services environment.
Candidates should have a professional and friendly telephone manner as well as demonstrated knowledge of and interest in finance and investment management.
This means the vacancy is aimed at candidates with existing investment or wealth client-services experience rather than applicants seeking their first financial-services position.
Key Responsibilities
The Client Services Consultant will service PSG Wealth clients, potential clients and financial advisers.
Support will be provided both telephonically and through written correspondence.
The successful candidate will deal with instructions, outstanding requirements and queries relating to PSG Wealth products while working within established service-level goals.
Responsibilities include:
- Servicing PSG Wealth clients.
- Assisting potential clients.
- Supporting financial advisers.
- Responding to instructions and queries.
- Following up on outstanding requirements.
- Monitoring instructions that are already in progress.
- Resolving internal and external queries.
- Maintaining accurate records.
- Supporting database updates.
- Performing service-related administrative work.
The Consultant must provide accurate information while maintaining a professional client experience.
Client and Adviser Support
An important part of the position involves taking ownership of client and adviser instructions.
The Consultant will follow instructions through to the point where they are ready to be processed by administrators in the administration system.
This includes checking the quality and completeness of the appropriate documentation.
The successful candidate will also assist clients and advisers with queries relating to:
- Instructions.
- Processes.
- Procedures.
- Quotes.
- Web systems.
- PSG Wealth products.
- Fund performance.
The role therefore requires candidates who can combine strong financial-services knowledge with clear communication.
Investment and LISP Client Services
The position specifically requires experience within a Life/LISP Call Centre or Client Services environment.
LISP-related client servicing can involve detailed investment instructions and administrative processes, making accuracy and attention to detail particularly important.
PSG requires the successful candidate to have knowledge and interest in finance and investment management, alongside relevant Investments/Wealth industry experience.
Candidates should also possess numerical ability and analytical-thinking skills.
These requirements make the opportunity particularly relevant to professionals who already have experience supporting clients or financial advisers within investment-platform environments.
Client Retention and Relationship Management
The Client Services Consultant is expected to help PSG retain and attract business through high-quality service.
This includes creating a positive and responsive environment for resolving client enquiries.
The successful candidate must establish relationships with different internal departments to improve organisational efficiency and effectiveness.
Client service is therefore not treated solely as a reactive function. The role also requires the Consultant to take ownership, follow up on unresolved matters and help ensure that clients and advisers receive effective support.
Administration and Continuous Improvement
Accurate record keeping forms another important component of the vacancy.
The successful candidate will complete service-related administrative activities and assist with database updates and information maintenance.
PSG also expects the employee to contribute to continuous improvement.
This includes identifying failures relating to:
- Systems.
- Processes.
- Services.
Where problems are identified, the Consultant should propose appropriate solutions.
The role also requires the successful candidate to help minimise operational errors and losses.
PSG’s TCF principles must be applied during daily activities.
Skills and Competencies
PSG requires candidates with strong business writing and English-speaking skills.
Other competencies include:
- Strong verbal communication.
- Strong written communication.
- Numeric ability.
- Client-focused approach.
- Friendly and empathetic manner.
- Accuracy.
- Attention to detail.
- Analytical thinking.
- Administration skills.
- Adaptability.
The combination of technical investment knowledge and interpersonal ability is particularly important because the role involves regular communication with both clients and financial advisers.
Salary, Stipend or Funding Coverage
The official PSG Financial Services vacancy does not specify a salary or remuneration package.
No salary estimate should therefore be added to the vacancy.
The position is confirmed as permanent, but additional employment benefits are not specified in the supplied official advert.
Documents Required
The official advert supplied does not specify a complete list of application documents.
Candidates should follow the document requirements presented on PSG’s recruitment system when completing their applications.
As an editorial recommendation, applicants should ensure their CV clearly demonstrates their NQF Level 7 Financial/Business qualification, Investments/Wealth experience and required Life/LISP client-services experience.
How to Apply
Candidates interested in the position must apply through the PSG Careers process.
To apply:
- Visit the official PSG website or vacancies portal.
- Search for Client Services Consultant (LISP) | Waterfall, Johannesburg, Gauteng | Permanent.
- Confirm reference number POS02676.
- Review the qualification and experience requirements.
- Complete the online application.
- Provide all information and documents requested by PSG.
- Review the application carefully.
- Submit it no later than 25 September 2026.
Official PSG website:
Apply through the Official PSG Website
PSG vacancy browsing page:
Candidates should apply directly through PSG Financial Services and should not send applications to Reign Gigs.
By submitting an application, candidates give PSG Financial Services implicit consent to store and process their personal information.
Closing Date
Applications close on 25 September 2026.
Interested candidates should submit complete applications before the deadline.
PSG also states that candidates who are not contacted within two weeks of their application should accept that their application was unsuccessful.
Application Tips
Make your Life/LISP client-services experience easy to identify. PSG specifically requires at least two years’ experience as a consultant in this environment, so generic customer-service experience alone should not be presented as equivalent.
Clearly show your Investments/Wealth industry exposure, including genuine experience working with investment products, client instructions, advisers or investment platforms.
Highlight examples of taking ownership of client queries or instructions from initial contact through resolution. This aligns closely with the responsibilities described by PSG.
Finally, demonstrate both accuracy and communication ability. This role involves financial information and documentation as well as direct interaction with clients and financial advisers.
Frequently Asked Questions
Where is the PSG Client Services Consultant position based?
The vacancy is based in Waterfall, Johannesburg, Gauteng, with the location listed as Waterfall Magwa Crescent.
What qualification is required?
Candidates need a Financial or Business degree at NQF Level 7.
How much experience is required?
Applicants need at least two years’ experience as a consultant in a Life/LISP Call Centre or Client Services environment, together with relevant Investments/Wealth financial-services experience.
Is this a permanent position?
Yes. PSG lists the position type as permanent.
When do applications close?
Applications close on 25 September 2026.
Official Source
Organisation: PSG Financial Services
Position: Client Services Consultant (LISP) | Waterfall, Johannesburg, Gauteng | Permanent
Reference: POS02676
Posted: 31 August 2026
Closing date: 25 September 2026
Official PSG website:
Source checked: 14 September 2026
Conclusion
Financial-services professionals with an NQF Level 7 Financial or Business degree, relevant Investments/Wealth experience and at least two years of Life/LISP client-services experience can consider the permanent PSG Client Services Consultant vacancy in Waterfall, Johannesburg. The role provides direct exposure to PSG Wealth clients, financial advisers, investment instructions, query resolution and investment-platform administration. Applications for reference POS02676 close on 25 September 2026.
Keywords
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