Client Service Consultant: Communication Centre Fixed Term Contract (6 months) at Sanlam Group

What will you do?

• Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

What will make you successful in this role?
Job purpose 

• To be responsible for all client contact (telephonic, e-mail and walk-in). This role offers the opportunity to continue your career in financial services in a highly respected client services team. 

Key outcomes

• The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre Fixed Term Contract (6 Months)
• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Assisting clients with investment administration queries
• Providing investment and product information to IFA’s and investors
• Involved in ad-hoc client services projects
• Assist with benefit counselling

Qualifications and experience

• Matric / Grade 12 including Pure Mathematics 
• A relevant financial degree / qualification advantageous
• Experience in finance or investment industry advantageous
• Exceptional communication skills in English – Written and Verbal

Qualification and Experience

• Grade 12 with 3 to 4 years related experience.