Client Care Assistant: Retail Affluent: Sanlam Trust: Bellville
SANLAM
Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms. What will you do? Outputs / Core Tasks: This position will be responsible for the following: Assist with all incoming calls in the Estate Retail Team and provide feedback with information on LegalEase. Capturing of Estates on LegalEase and utilise the functionality of LegalEase. Generate Intermediary reports and send to clients monthly. Customer care (receive of and personal interaction with existing and potential clients) at Sanlam Trust. Effective communication, listening, understanding and interpreting of meet clients’ requirements. Handling enquiries related to estates. Administrative responsibilities (managing e-mail, faxes, incoming and outgoing mail, record keeping). Time and priority management. Manage the archiving function. Banking, capturing of transactions and...
South Africa : Western Cape
2022-09-26
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