Client Support Specialist - Bellville at Sanlam Group

The overall purpose of the role : Key Responsibilities:

• To support the Client Relations Managers in the delivery of client service excellence.  
• Preparation of new business documents, agenda packs, etc.
• Distribution of electronic benefit statements and updating share-point accordingly
  Actively behave in a manner required to establish, maintain, and advance business and stakeholder relationships.
• Establishes and develop relationships with internal and external stakeholders to maintain client satisfaction
• Assist clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists
• Provide support to clients on Client portal for all transactions (contributions, claims, statements and reporting
• Member app/web – actively promote members to make use of the app/web
  Preparation of meeting agendas and reports and follow-up of action items
• Effective handling and managing of telephone and email queries
• Perform to a high standard and be prepared to develop in the role
  Undertake additional training as required to fulfil the role
  Actively participate in internal forums, training, and social events
  Assistance with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system.

Qualification and Experience:

• Relevant tertiary financial/investment qualification
• Minimum of 5 years relevant experience in the Employee Benefits industry
• Good proficiency in Microsoft Office
• Needs to understand, write, and speak Afrikaans.

Knowledge and Skills:

• Knowledge of legislation applicable to the retirement fund industry
• Previous retirement fund experience will be advantageous.
• Certificate of Proficiency will be advantageous.
• Knowledge of internal workflow systems and Client Portal will be advantageous.
• Proficiency in MS Office (Word, Excel, and Outlook)