Client Support Specialist (WC - Bellville) at Sanlam Group

What will you do?
Key Responsibilities:    

• To support the Client Relations Managers in the delivery of client service excellence.  
• Actively behave in a manner required to establish, maintain and advance business and stakeholder relationships
• Effectively manage client expectations (at fund and member level)
• Monitor SLA’s to prevent/limit breaches
• Arrange appointments with clients and other relevant stakeholders/parties
• Prepare meeting agendas, minutes, feedback and follow-up of action items
• Facilitate timeous client reporting 
• Effective handling of telephonic and email queries
• Effective handling of complaints
• Assist clients to meet their legislative obligations 
• Assist clients to meet their obligations in terms of business requirements
• STeP (assist and support employers)
• Jump (drive employers to submit exits via the portal)
• My retirement app – actively promote members to make use of the member app
• Facilitate the distribution of member benefit statements, where applicable
• Facilitate the distribution of member projection statements, where applicable
• Preparation of new business documents, agenda packs, etc., where applicable
• Perform to a high standard and be prepared to develop in the role
• Undertake additional training, as required, to fulfill the role
• Actively participate in internal forums, training and social events
• Assist with requests for the team which must be processed via the internal SRS system

What will make you successful in this role?

Qualification & experience 

• Relevant tertiary financial/investment qualification
• Certificate of Proficiency will be advantageous
• Minimum of 5 - 7 years relevant experience in the Employee Benefits industry
• Experience operating at a Team Leader level 

Knowledge and skills

• Knowledge of legislation applicable to the retirement fund industry
• Understand the retirement fund administration value chain
• Proficiency in MS Office (Word, Excel, Powerpoint and Outlook)

Personal qualities

• Responsible with a high level of accountability
• Excellent interpersonal and communication (written and verbal) skills
• Client focus
• Professional profile
• Excellent report writing skills
• Effective time management skills
• Process orientated
• Self-motivated with a strong focus on delivery
• Conceptual thinking skills 
• Must be able to work under pressure
• Team player
• Innovative thinker with good problem-solving skills
• Flexible 
• Able to adapt to chang