Sanlam

Client Service Consultant – Graduate Opportunity

Sanlam

full-time

Posted on:

Location Type: Office

Location: Cape Town • South Africa

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Job Level

Entry Level

About the role

  • To be responsible for all client contact (telephonic, e-mail and walk-in)
  • 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

Requirements

  • Matric / Grade 12 including Pure Mathematics
  • A relevant financial degree / qualification
  • 1 year experience in finance or investment industry advantageous
  • Client focused
  • Problem solving skills
  • Adaptability
Benefits
  • Exceptional communication skills in English – Written and Verbal
  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to thrive under pressure
  • Honesty, integrity and respect
  • Ability to adapt to change

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment administrationfinancial analysis
Soft skills
client focusedproblem solvingadaptability
Certifications
MatricGrade 12financial degree