Sanlam vacation Programme 2024
Client Support Specialist Sandton
Job Details Overview
- Sandton
- Financial Services
- Permanent
- Sanlam
- Sanlam Corporate
- Matric / Grade 12
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.
Position Description
To manage and protect the relationship between the company and its clients.
To maximize long-term revenue opportunities by becoming a trusted source to clients and strengthen their loyalty.
Liaison between Sanlam and its clients, coordinating the service experience
You will assist a team of Client Relationship Managers in a number of key activities:
- Preparation of new business documents / agenda packs, joint forum packs 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 external and internal stakeholders
- Effective resolution of outstanding action points as requested from the Client Relationship Managers
- Effective handling of telephone queries and emails
- You will be given responsibility from the outset and encouraged/supported to develop in all areas of our service offering.
Key Responsibilities
To support the Client Relationship Managers in the delivery of client excellence. Assisting with the following duties:
- Preparation of new business documents / agenda packs, joint forum packs and benefit statements
- Management of a portfolio of clients
- Establish, maintain and advance business and stakeholder relations
- Facilitation of meetings and training sessions on behalf of the team
- Preparation required for internal and external reports
- Assist clients to meet their obligations in terms of Section 13A
- Preparing meeting agendas and following up on action items
- Effective handling of telephone queries and emails
- Work to a high standard and be prepared to develop in the role
- Undertake additional training as required to fulfil role
- Actively participate in internal forums, training and client social events
Minimum Requirements
- 3 – 5 years Retirement Fund Administration experience
- Proficient reading, writing and understanding in Afrikaans
- Profiency in MS Excel, Word, Outlook
Competencies
- Prior experience working in an office environment
- Confident, energetic and an ambitious self-starter
- Excellent communication and influencing skills
- Well-developed report writing skills
- The ability to manage various tasks for effective output
- Able to work fast and accurately under pressure
- Innovative thinker with good problem-solving skills
- Client focused with good interpersonal skills
- Flexible and able to adapt to change