Client Support Specialist
2 weeks ago
Sanlam Corporate is a leading provider of risk, investment, and administration services to institutions and retirement funds. Our vision is to be the preferred partner for the Corporate and Public Sector by delivering exceptional client experiences and comprehensive solutions that drive financial resilience and prosperity.
Job SummaryWe are seeking a highly skilled Client Support Specialist to join our team. The successful candidate will be responsible for supporting Client Relations Managers in delivering client service excellence, preparing new business documents, and establishing relationships with internal and external stakeholders.
Key Responsibilities- Support Client Relations Managers in delivering client service excellence
- Prepare new business documents, agenda packs, and other materials
- Distribute electronic benefit statements and update SharePoint accordingly
- Establish and develop relationships with internal and external stakeholders to maintain client satisfaction
- Assist clients in meeting their obligations in terms of Section 13A
- Provide support to clients on the Client Portal for all transactions
- Prepare meeting agendas and reports and follow up on action items
- Effectively handle and manage telephone and email queries
- Relevant tertiary financial/investment qualification
- Minimum of 5 years relevant experience in the Employee Benefits industry
- Good proficiency in Microsoft Office
- Ability to understand, write, and speak Afrikaans
- Flexible and adaptable
- Courageous in addressing difficult issues
- Able to manage complexity and make decisions
- Accountable for meeting commitments
- Plans and aligns work to meet commitments aligned to organizational goals
- Cultivates innovation in delivering customer-centric solutions
- Drives results and meets deadlines
- Collaborates with others to meet shared objectives
- Resilient in the face of adversity
Sanlam Corporate offers a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive remuneration package.
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