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. Job purpose To be responsible for all client contact (telephonic, written, walk-in), ensuring clear, professional and effective communication across all channels. Key outcomes Ensuring 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 Assist with benefit counselling Qualifications and experience Matric / Grade 12 including Pure Mathematics A relevant financial degree / qualification advantageous 3 years’ experience in finance or investment industry Exceptional communication skills written and verbal, with a strong ability to manage both telephonic and written client interactions effectively Attributes Positive, enthusiastic attitude Teamwork Ability to thrive under pressure Honesty, integrity and respect Ability to adapt to change Knowledge and skills Customer Service Administration Quality, compliance and accreditation Team Support 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. #J-18808-Ljbffr