Client Support Specialist - Alice Lane at Sanlam Group

What will you do?
Key Responsibilities: 

• To support the Client Relations Managers in the delivery of client service excellence.  
• Preparation of new business documents, agenda packs, etc.
• Distribution of electronic benefit statements and updating share-point accordingly
• Actively behave in a manner required to establish, maintain and advance business and stakeholder relationships
• Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
• Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists

What will you do? (continues)

• Provide support to clients on Client portal for all  transactions (contributions, claims, statements and reporting
• Member app/web – actively promote members to make use of the app/web
• Preparation of meeting agendas and reports and follow-up of action items
• Effective handling and managing of telephone and email queries
• Perform to a high standard and be prepared to develop in the role
• Undertake additional training as required to fulfil the role
• Actively participate in internal forums, training and social events
• Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system

Qualification & Experience

• Relevant tertiary financial/investment qualification
• Minimum of 5 years relevant experience in the Employee Benefits industry
• Good proficiency in Microsoft Office

Knowledge and Skills

• Knowledge of legislation applicable to the retirement fund industry
• Previous retirement fund experience will be advantageous
• Certificate of Proficiency will be advantageous
• Knowledge of internal workflow systems and Client Portal will be advantageous
• Proficiency in MS Office (Word, Excel and Outlook)

Personal Qualities

• Responsible with a high level of accountability
• Excellent interpersonal and communication (written, verbal and understanding) skills
• Client focus
• Professional profile
• Excellent report writing skills
• Effective time management skills

Personal Qualities

• Process orientated
• Self-motivated with a strong focus on delivery
• Conceptual thinking skills
• Must be able to work under pressure, Individually or as member or a team
• Team player
• Innovative thinker with good problem-solving skills
• Flexible
• Able to adapt to change