Client Support Specialist

2 days ago


Pretoria, Gauteng, South Africa Sanlam Group Full time
Job title : Client Support Specialist - CenturionJob Location : Gauteng, PretoriaDeadline : April 26, 2025Quick Recommended Links
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The overall purpose of the role:

Key Responsibilities:

  • To support the Client Relations Managers in the delivery of client service excellence.
  • Preparation of new business documents, agenda packs, etc.
  • Distribution of electronic benefit statements and updating share-point accordingly
  • Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships. Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction.
  • Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
  • Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting

Responsibilities continues:

  • Member app/web – actively promote members to make use of the app/web
  • Preparation of meeting agendas and reports and follow-up of action items
  • Effective handling and managing of telephone and email queries
  • Perform to a high standard and be prepared to develop in the role
  • Undertake additional training as required to fulfil the role
  • Actively participate in internal forums, training, and social events
  • Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system.

Qualification and Experience:

  • Relevant tertiary financial/investment qualification
  • Minimum of 2-3 years experience in client services
  • Minimum of 1-2 years relevant experience in the Employee Benefits industry
  • Good proficiency in Microsoft Office
  • Needs to understand, write, and speak fluent English.

Knowledge and Skills

  • Knowledge of legislation applicable to the retirement fund industry
  • Previous retirement fund experience will be advantageous.
  • Certificate of Proficiency will be advantageous.
  • Knowledge of internal workflow systems and Client Portal will be advantageous.
  • Proficiency in MS Office (Word, Excel, and Outlook)
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