Client Support Specialist at Sanlam EB

🗏Job Type

Full Time

Job Title: Client Support Specialist
Location: Sandton
Perm/Contract: Permanent

Team overview

Manage and protect the relationship between the company and its clients
Maximise long-term revenue opportunities and strengthen clients' loyalty by becoming a trusted source
Liaise between Sanlam and its clients, co-ordinating the service experience
Role overview

Assist a team of Client Relationship Managers (CRM) in a number of key activities
Preparation of new business documents, agenda packs, membership certificates, joint forum reports and benefit statements
Framework set-up for meetings, internal and external reports and presentations

Follow up and monitoring of outstanding matters pertaining to the portfolio of a Client Relationship Manager with all internal and external stakeholders
Effective resolution of outstanding action points as requested from the Client Relationship Manager
Effective handling of telephone and e-mail queries
Assist walk-in clients
Key responsibilities:
To support the Client Relationship Managers in the delivery of client service excellence
Management of a portfolio of clients
Actively behave in a manner required to establish, maintain and advance business and stakeholder relationships
Prepare internal reports, including rating report, client contact list and CRM's year planner
Assist clients to meet their obligations in terms of Section 13A
Prepare meeting agendas and follow-up of action items
Undertake additional training as required to fulfill and develop in the role
Actively participate in internal forums, training and social events
Management and coordination of all stationery needs, administrative resources and new business requirements
What will make you successful in this role?

Qualification & experience

3 - 5 years Retirement Fund Administration experience
Proficient reading, writing and understanding in Afrikaans
Proficient in MS Excel, Word, Outlook
Knowledge and skills

Responsible with a high level of accountability
Excellent interpersonal and communication (written and verbal) skills
Client focus
Professional profile
Excellent report writing skills
Effective time management skills
Process orientated
Self-motivated with a strong focus on delivery
Conceptual thinking skills
Must be able to work under pressure, Individually or as member or a team
Team player
Innovative thinker with good problem-solving skills
Flexible
Able to adapt to change
Our aim is to help you 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 business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.

Turnaround times
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. 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.

Desired Skills

Employee Benefit kwowledge
Client servicing exposure
Excellent communication skills
Report writing skills
Flexable
Professional
Excellent time management
About The Employer

Who are we?

Sanlam is a leading financial services group, originally established as a life insurance company in 1918. The Sanlam Group conducts its business through Sanlam Limited, the corporate head office and four business clusters. The corporate head office is responsible for the Groups' centralised functions such as strategic direction, financial and risk management, marketing and communications, Group human resources and corporate social investment (CSI). The four business cluster include; Sanlam Personal Finance, Sanlam Investments, Sanlam Emerging Markets and Santam.
One of the largest businesses within the Sanlam Group, Sanlam Employee Benefits (SEB) specialises in the provision of risk, investment and administration services to institutions and retirement funds. Focused on meeting the unique needs of its diverse clients, SEB assists companies in creating and delivering customised employee benefits solutions, including the collection of premiums and communication to fund members.
What will you do?




Apply Here http://bit.ly/2G5KJHC

Job id : , #71344, 38 views,

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