Client Services Specialist (Bellville) at Sanlam Group

Key responsibilities

• Handling of enquiries from clients in person, over the phone and online.
• Work within designated timelines to provide superior customer service.  
• Answering both general and specific customer question about the annuity products and services.
• Processing client requests on the administration system.
• Investigate and resolve identified discrepancies or issues effectively to contribute towards excellent client service.  This will require continuous interaction across various business units.
• Creating and maintaining client records.
• Processing accounting requests.
• Validating and maintaining data accuracy.
• Reporting to Sanlam Corporate clients as per the administration service offering.

Qualifications and experience

• Minimum 2 years’ EB industry experience
• Minimum 2 years’ MIP system experience would be advantageous
• Related tertiary qualification would be advantageous

Knowledge and skills

• Good Excel skills.
• Good written and verbal communication skills
• Basic computer skills
• Retirement Fund knowledge would be advantageous

Behavioral competencies

• Client focused, continuous awareness to meet and exceed client expectations and requirements
• Great interpersonal skills
• Analytical mind set with the ability to analyse data to identify trends and potential issues 
• Attention to detail and the ability to package information in a simple and understandable format
• Ability to handle various data sources, to accurately consolidate data. 
• Ability to work across business units (operational as well as client facing teams) to support collaboration and ensure consistent and accurate data quality
• Good organisational and effective time management skills
• Ability to work under pressure and meet deadlines
• Self-motivated with a strong focus on delivery
• Ability to multitask effectively and adapt to changing priorities