Website Sanlam
We’re a purpose-led financial services group headquartered in South Africa, operating across several selected global markets. With a legacy of over a century in the financial services industry, we offer a unique environment where innovation thrives and opportunities abound.
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.
