Client Services Assistant: Retail Affluent: Multi
1 week ago
Who 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 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
Experience, Knowledge & Skills
- Multi Data system knowlegde
- Understanding client needs
- Multi Data procedures and processes
- Bank and Financial industry knowledge
- Money movement knowlegde
Qualification and Experience Grade 12 with 3 to 4 years related experience. Knowledge and Skills Processing transactions and conduct simple calculations Record keeping; filing and maintenance of databases Maintain work standards and quality verification Data Collection and processing of transactions Procedures Knowledge Personal Attributes Plans and aligns - Contributing independently Interpersonal savvy - Contributing independently Communicates effectively - Contributing independently Optimises work processes - Contributing independently Build a successful career with us
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 time
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.
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