Client Services Consultant: Comm Centre at Sanlam Group

Job purpose

To be responsible for all client contact (telephonic, e-mail and walk-in). This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career.

Key outcomes

The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:

• 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

Qualifications And Experience

• Matric / Grade 12
• A relevant financial degree / qualification
• 3 years’ experience in finance or investment industry
• Microsoft CRM is advantageous
• Exceptional communication skills in English – Written and Verbal

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability
• Communication skills – Written and Verbal (English)

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.