Sanlam: Client Service Consultant - Communication Centre

Job purpose : To be responsible for all client contact (telephonic, e-mail and walk-in). This role offers the opportunity to continue your career in financial services in a highly respected client services team. 

Key Outcomes / Responsibilities:

The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:

• 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.
• 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
• Assist with benefit counselling

Requirements:

• Matric / Grade 12 with Pure Mathematics 
• A relevant financial degree / qualification will be advantageous
• Experience in finance or investment industry advantageous
• Exceptional communication skills in English – Written and Verbal