Client Services Consultant (8 months contract) at Sanlam Group

What will you do?

• 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
• 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
• Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
• 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
• 1 - 2 years Call Centre or Customer Service Experience 

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

What will make you successful in this role?

Qualification and Experience

• Grade 12 or Diploma with 3 to 4 years related experience.