Client Service Consultant: Email Team at Sanlam Group

What will make you successful in this role?
Job purpose 

• To be responsible for all client contact (e-mail, telephonic, and walk-in).

Key outcomes

• The following outcomes will be expected to be achieved by the Client Services Consultant: Email Team 
• 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
• Assisting the Call Centre with telephonic enquiries when required
• Involved in ad-hoc client services projects

Qualifications and experience

• Matric / Grade 12
• The relevant financial qualification preferred
• 3 Years finance or investment industry experience essential
• Microsoft CRM experience essential
• Ability to communicate fluently (verbal and written) in both Afrikaans and English
• Willingness to work shifts

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability
• Interpersonal Skills
• Computer Literacy

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to adapt to change

Qualification and Experience

• Degree or Diploma or Grade 12 with 3 to 5 years related experience.

Knowledge and Skills

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