Client Care Representative: Intermediate Funds at Sanlam Group

What will make you successful in this role?

Output/Core Tasks:

• Process fund exit and related correspondence requests received via various channels.
• Focus mainly on the following events (Primary events) 
• Fund maturities and retirements (full proceeds)
• Fund terminations
• Request Fund quotes
• Process requests within the appropriate SLA’s and LAD.
• Servicing of client’s policy needs and requirements.
• Immediate resolution of service requests in a quality manner to ensure client satisfaction.
• Communicates completion of cases to clients/funds/management by telephone or in writing.
• Handles requests for urgent call backs to clients when required.
• Communicates completion of cases to clients/management by telephone and/or in writing

Role Requirements:

Qualifications:

• Matric/Grade 12
• Relevant business degree/diploma from a well-recognised institution will be an advantage. 

Knowledge and Experience: 

• A Minimum of 2 years’ experience administering Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans
• Exposure to Financial Intelligence Centre Act 38 of 2001/Party Due Diligence/Risk levels/ from a termination perspective 

Competencies:

• Client Service orientation
• Decision making and problem-solving skills
• Interpretation and reasoning skills
• Analytical abilities
• Interpersonal sensitivity
• Ability to work under pressure
• Good communication skills in English 

Knowledge and Skills

• Customer Service
• Team Support
• Administration
• Quality, compliance and accreditation