Internship Client Service Intern
Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.
What will you do?
To The Client Service Intern will be responsible for all email client contact.
What will make you successful in this role?
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
Problem solving skills
Positive, enthusiastic attitude
Ability to thrive under pressure
Honesty, integrity and respect
Ability to adapt to change
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
Plans and aligns – Contributing dependently
Communicates effectively – Contributing dependently
Action orientated – Contributing dependently
Optimises work processes – Contributing dependently
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Being resilient – Contributing dependently
Customer focus – Contributing dependently
Collaborates – Contributing dependently
Cultivates innovation – Contributing dependently
Drives results – Contributing dependently
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.
How to ApplyCheck out this job from Sanlam https://www.linkedin.com/jobs/view/2931701517/
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