Job Summary
Sanlam is looking to employ a Client Service Internship.
Duties And Responsibilities
What will make you successful in this role?
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Key outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant: Email Team
• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Providing investment and product information to IFA’s and investors
• Involved in ad-hoc client services projects
• Assisting with the accurate submission of recognition of transfers.
Qualifications and experience
• Matric / Grade 12
• Microsoft CRM experience advantageous
• The relevant financial qualification preferred
• Ability to communicate fluently (verbal and written) in both Afrikaans and English
• Willingness to work shifts
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
Qualifications And Experience
Qualification and Experience
BCom Graduate with no related experience
Knowledge and Skills
Processing transactions and conduct simple calculations
Data collection and analysis
Record keeping, filing and maintenance of databases
Maintain work standards and quality verification
Personal Attributes
Plans and aligns – Contributing dependently
Communicates effectively – Contributing dependently
Action orientated – Contributing dependently
Optimises work processes – Contributing dependently.
How To Apply
To apply click on the view more information button below.
