Banking: Client Service Intern

Location: Tygervalley, Western Cape, South Africa

Company: Sanlam Group

Who are we?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs.  We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.  Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?

This role offers the intern the opportunity to get their career under way within a leading financial services provider by    being trained and gaining work experience in order to enter a job or    profession. 

  • Input of all instructions into the administration system and ensure constant update of the workflow system
  • Ensuring all instructions received comply with the business rules and legal regulations
  • Assist in the prevention of fraud and money laundering by adhering to legal and business requirements
  • Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
  • Imparting information to the relevant role players via telephonic contact / faxes / email etc.
  • Technical understanding of all Glacier’s offerings and ability to apply that understanding to daily outputs
  • Where necessary, daily quality assurance of all instructions processed
  • Ad-hoc client service project involvement
What will make you successful in this role?

Competencies

  • Collaboration
  • Interpersonal Skills/Relationship building
  • Customer Focus
  • Being resilient
  • Attention to detail
  • Planning and organising
  • Initiative/Innovation
  • Drive results

Attributes

  • Positive, enthusiastic attitude
  • Honesty, integrity and respect
  • Team player
Qualification and Experience
Degree or Diploma with 1 to 2 years related experience.
Personal Attributes
Plans and aligns – Stage 1
Communicates effectively – Stage 1
Action orientated – Stage 1
Optimises work processes – Stage 1
Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies
Being resilient – Stage 1
Customer focus – Stage 1
Collaborates – Stage 1
Cultivates innovation – Stage 1
Drives results – Stage 1
Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Please click on “Apply for job” below and follow the link to the online application form.
(View and apply for this and other vacancies online via freerecruit.co.za)

To apply for this job please visit careers.sanlamcloud.co.za.

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