Client Service Intern
1 week ago
Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier. What will you do?
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Key outcomes
- Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
- Providing investment and product information to IFA’s and investors
- Involved in ad-hoc client services projects
- Assisting with the accurate submission of recognition of transfers.
Qualifications and experience
- Matric / Grade 12
- Microsoft CRM experience advantageous
- The relevant financial qualification preferred
- Ability to communicate fluently (verbal and written) in both Afrikaans and English
- Willingness to work shifts
Competencies
- Client focused
- Collaborates
- Drive Results
- Cultivate Innovation
- Be Resilient
- Problem solving skills
- Adaptability
- Interpersonal Skills
- Computer Literacy
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ability to adapt to change
Qualification and Experience BCom Graduate with no related experience Knowledge and Skills Processing transactions and conduct simple calculations Data collection and analysis Record keeping, filing and maintenance of databases Maintain work standards and quality verification Personal Attributes Plans and aligns - Contributing dependently Communicates effectively - 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 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 dependently Customer focus - Contributing dependently Collaborates - Contributing dependently Cultivates innovation - Contributing dependently Drives results - Contributing dependently 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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