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Client Services Specialist
3 months ago
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.
Key responsibilities⦁ Handling of enquiries from clients in person, over the phone and online.
⦁ Work within designated timelines to provide superior customer service.
⦁ Answering both general and specific customer question about the annuity products and services.
⦁ Processing client requests on the administration system.
⦁ Investigate and resolve identified discrepancies or issues effectively to contribute towards excellent client service. This will require continuous interaction across various business units.
⦁ Creating and maintaining client records.
⦁ Processing accounting requests.
⦁ Validating and maintaining data accuracy.
⦁ Reporting to Sanlam Corporate clients as per the administration service offering.
Qualifications and experience
⦁ Minimum 2 years' EB industry experience
⦁ Minimum 2 years' MIP system experience would be advantageous
⦁ Related tertiary qualification would be advantageous Knowledge and skills
⦁ Good Excel skills.
⦁ Good written and verbal communication skills
⦁ Basic computer skills
⦁ Retirement Fund knowledge would be advantageous Behavioral competencies
⦁ Client focused, continuous awareness to meet and exceed client expectations and requirements
⦁ Great interpersonal skills
⦁ Analytical mind set with the ability to analyse data to identify trends and potential issues
⦁ Attention to detail and the ability to package information in a simple and understandable format
⦁ Ability to handle various data sources, to accurately consolidate data.
⦁ Ability to work across business units (operational as well as client facing teams) to support collaboration and ensure consistent and accurate data quality
⦁ Good organisational and effective time management skills
⦁ Ability to work under pressure and meet deadlines
⦁ Self-motivated with a strong focus on delivery
⦁ Ability to multitask effectively and adapt to changing priorities
Turnaround time