About this role
Role Overview
- To provide overall support to the Client Relations Manager and execute on the day-to-day tasks as required.
- Support the Client Relations Managers in the delivery of client service excellence by preparing new business documents, agenda packs, etc.
- Distributing electronic benefit statements and updating share-point accordingly.
- Establishing and developing relationships with internal and external stakeholders to maintain client satisfaction.
- Assisting clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists.
- Providing support to clients on Client portal for all transactions (contributions, claims, statements, and reporting).
- Preparing meeting agendas and reports and following-up on action items.
- Effectively handling and managing telephone and email queries.
- Undertaking additional training as required to fulfil the role.
- Actively participating in internal forums, training, and social events.
Requirements
- Relevant tertiary financial/investment qualification
- Minimum of 2-3 years experience in client services
- Minimum of 1-2 years relevant experience in the Employee Benefits industry
- Good proficiency in Microsoft Office
- Needs to understand, write, and speak fluent English
- 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.
Benefits
- The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.