Client Care Representative: Intermediate Funds

5 months ago

Bellville, South Africa Sanlam Full time

**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?**
- The Sanlam Retail Affluent (SRA) cluster is responsible for Sanlam’s retail business in South Africa. SPF 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 insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.
- As a company we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.**What will make you successful in this role?**

**Output/Core Tasks**:

- Process fund exit and related correspondence requests received via various channels.
- Focus mainly on the following events (Primary events)
- Fund maturities and retirements (full proceeds)
- Fund terminations
- Request Fund quotes- Process requests within the appropriate and LAD.
- Servicing of client policy needs and requirements.
- Immediate resolution of service requests in a quality manner to ensure client satisfaction.
- Communicates completion of cases to clients/funds/management by telephone or in writing.
- Handles requests for urgent call backs to clients when required.
- Communicates completion of cases to clients/management by telephone and/or in writing**Role Requirements**:
**Qualifications**:

- Matric/Grade 12- Relevant business degree/diploma from a well-recognised institution will be an advantage.**Knowledge and Experience**:

- A Minimum of 2 years experience administering Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans- Exposure to Financial Intelligence Centre Act 38 of 2001/Party Due Diligence/Risk levels/ from a termination perspective**Competencies**:

- Client Service orientation- Decision making and problem-solving skills- Interpretation and reasoning skills- Analytical abilities- Interpersonal sensitivity- Ability to work under pressure- Good communication skills in English**Knowledge and Skills**
- Customer Service- Team Support- Administration- Quality, compliance and accreditation**Personal Attributes**
- Communicates effectively - Contributing dependently- Decision quality - Contributing dependently- Action orientated - Contributing dependently- Optimises work processes - Contributing dependently**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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Core Competencies**
- Cultivates innovation - Contributing dependently- Customer focus - Contributing dependently- Collaborates - Contributing dependently- Being resilient - Contributing dependently- Drives results - Contributing dependently**Turnaround time**

**Appointments will be made in line with the companys transformation plan.**Our commitment to transformation**

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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