About this role
About the Role This role is responsible for all client contact (telephonic, e-mail and walk-in) within Sanlam's client services team. It offers an opportunity to start your career in financial services in a highly respected client services team. Talented graduates will find this role as the ideal start to a professional career. What You'll Do
- Ensuring that the highest level of client service is provided to all clients (internal, IFA's and investors)
- Assisting clients with investment administration queries
- Providing investment and product information to IFA's and investors
- Involved in ad-hoc client services projects What We're Looking For
- Matric / Grade 12 including Pure Mathematics
- A relevant financial degree / qualification
- Exceptional communication skills in English – Written and Verbal
- Client-focused mindset
- Strong problem-solving skills, adaptability and resilience
- Collaborative and proactive communicator Nice to Have
- Advantageous: 1 year experience in finance or investment industry advantageous