Client Services Assistant: Retail Affluent: Multi
2 weeks ago
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle
- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms. What will you do?
- Succesfull onboarding and servicing of clients
- Implemented process enhancements
- Reported system errors
- Resolved client queries
- Transferred knowledge & skills
- Good CRM skills (Client Relation Management)
- Managed risks
- Supporting the Business Manager and sales consultants
Qualifications:
- Grade 12 with Accounting background
- Appropriate Money Movement experience/knowledge
- Computer literacy (Excel & Word)
- Diploma / Degree will be advantageous
- Multi Data system knowlegde
- Understanding client needs
- Multi Data procedures and processes
- Bank and Financial industry knowledge
- Money movement knowlegde
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 independently Collaborates - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Turnaround timeThe 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.-
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent (SRA) cluster is responsible for Sanlam's retail business in South Africa. SRA provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life...
-
Estate Administrator Assistant: Retail Affluent:
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Multi Data Reconciliation Assistant: Collections
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Process Assistant: Retail Affluent: Srs: Nub:
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Client Care Assistant: Main Reception
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides strategic...
-
Client Care Representative: Intermediate
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Ccc: Client Care Representative: Call
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Ccc: Client Care Representative: General
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Client & Data Specialist
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides strategic...
-
Ccc: Client Care Representative: General
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Client Care Representative: Intermediate Funds
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Executive Personal Assistant
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Estate Administrator Assistant: Ert: Retail
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Client Care Assistant: Main Reception
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides strategic...
-
Client Experience Manager
2 weeks ago
Bellville, Western Cape, South Africa Metropolitan Retail Full timeIntroductionMetropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the...
-
Client Service Representative: Nurses On Wheels:
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...
-
Nub Process Assistant: Jg 5: Risk and Savings
2 weeks ago
Bellville, Western Cape, South Africa Sanlam Full timeWho are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...