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24 Feb 2022

Internship Client Service Intern

Sheila Western Cape

Job Description

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?

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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
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

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.

Core Competencies

Being resilient – Contributing dependently

Customer focus – Contributing dependently

Collaborates – Contributing dependently

Cultivates innovation – Contributing dependently

Drives results – Contributing dependently

Turnaround time

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 Apply

Check out this job from Sanlam https://www.linkedin.com/jobs/view/2931701517/

Job Categories: WordPress. Job Types: Internship. Job Tags: Client Service Intern.

Job expires in 82 years.

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