Sanlam Graduate Opportunity: Client Service Consultant

Sanlam is currently having an exciting Graduate Opportunity: Client Service Consultant, based in Tygervalley, Western Cape

Closing date: 21 August 2024

Location: Tygervalley, Western Cape

What will you do?

Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base. Utilises IT system accurately and ensures that all queries are answered effectively.

Refers calls to appropriate departments only if unable to solve query appropriately. Deals with more complex queries, which often entail amendments to payments made. Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities.

What will make you successful in this role?

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 including Pure Mathematics 
•    A relevant financial degree / qualification
•    1 year experience in finance or investment industry advantegeous
•    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

To apply

Please submit your application by 21 August 2024.
 

Qualification and Experience

Degree or Diploma or Grade 12 with 3 to 5 years related experience.

Knowledge and Skills

• Customer Service
• Administration
• Quality, compliance and accreditation
• Team Support

CLICK HERE TO APPLY

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Sanlam Graduate Opportunity: Client Service Consultant Sanlam is currently having an exciting Graduate Opportunity: Client Service Consultant, based in Tygervalley, Western Cape Closing date: 21 August 2024 Location: Tygervalley, Western Cape What will you do? Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships …

The post Sanlam Graduate Opportunity: Client Service Consultant appeared first on Scholarly Africa.

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