Multi-Data Client Services Assistant at Sanlam Group

About the Job

What will you do?

• The main purpose of this job is to assist with the implementation of new clients as well as the servicing of clients (including existing clients). Also have the responsibility to resolve client queries via telephone and email (CRM). Support the Sales team and foster client growth. Understand client data, eg.
• Volume and value of transactions, fees generated, lapse/unpaid ratio’s, etc through proactive client management. Report system errors and give ideas/input for process enhancements.

What will make you successful in this role?

Key Responsibilities

• Successful onboarding and servicing of clients
• Implemented process enhancements
• Reported system errors
• Resolved client queries
• Transferred knowledge & skills
• Good CRM skills (Client Relation Management)
• Managed risks
• Supporting the Business Manager and sales consultants

Qualifications

• Grade 12 with Accounting background
• Appropriate Money Movement experience/knowledge
• Computer literacy (Excel & Word)
• Diploma / Degree will be advantageous

Experience, Knowledge and Skills

• 2- 3 years experience working in a similar environment with experience in Multi Data system knowledge, procedures and processes
• Multi Data system knowledge
• Understanding client needs
• Multi Data procedures and processes
• Bank and Financial industry knowledge
• Money movement knowledge

Competencies

• Building customer loyalty
• Building and maintaining relationships (CRM)
• Problem solving
• Communication
• Concern for accuracy
• Innovation Sanlam

Core Competencies

• Cultivates innovation
• Client focus (TCF)
• Drives results
• Collaborates
• Flexibility and adaptability