Agent: Deceased Client Support (Pipeline) at Capitec Bank

Purpose Statement

• To ensure the efficient, compliant, and compassionate administration of deceased estates by managing the end‑to‑end estate process in line with legislative requirements, company policy, and service standards, while supporting executors, beneficiaries, and internal stakeholders during a sensitive time.

Experience

Minimum/Ideal:

• 2-3 years’ experience in deceased estates, laiasing with Executors, beneficiaries and the Master of the High Court
• Client service experience and/or function relevant experience

Qualifications (Minimum)

• Grade 12 National Certificate / Vocational

Qualifications (Ideal or Preferred)

• Certification in Law
• Bachelor's Degree in Labour Law

Knowledge

Minimum/Ideal:

• Comprehensive understanding of client interaction and relationship management practices and principles
• Understanding of client management  information, systems and tools. 
• Understanding of conflict management principles

Skills

• Analytical Skills
• Attention to Detail
• Change Management Skills
• Interpersonal & Relationship management Skills
• Problem solving skills
• Project Management Skills (Methodolgy Specific)