Sanlam Graduate Opportunity: Client Service Consultant (12 month Fixed Term Contract)

Finance April 18, 2024

0 2 minutes read

Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career.

Sanlam Graduate Opportunity: Client Service Consultant (12 month Fixed Term Contract)

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
•   3 years’ experience in finance or investment industry
•   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