The overall purpose of the role<\/p>\n
\tTo provide overall support to the Client Relations Manager and execute on the day-to-day tasks as required.<\/p>\n
Key responsibilities<\/p>\n
To support the Client Relations Managers in the delivery of client service excellence by:<\/p>\n
\tPreparation of new business documents, agenda packs, etc.
\n\tDistribution of electronic benefit statements and updating share-point accordingly
\n\tActively behaving 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.
\n\tAssisting clients to meet their obligations in terms of Section 13A by working through monthly unconfirmed lists\u00a0
\n\tProviding support to clients on Client portal for all transactions (contributions, claims, statements and reporting
\n\tMaking us of member app\/web \u2013\u00a0 to actively promote members to make use of the app\/web
\n\tPreparing meeting agendas and reports and follow-up of action items
\n\tEffective handling and managing of telephone and email queries\u00a0
\n\tPerforming to a high standard and being prepared to develop in the role
\n\tUndertaking additional training as required to fulfil the role
\n\tActively participating in internal forums, training, and social events\u00a0
\n\tAssisting\u00a0 with requests for additional telephone lines, laptops, etc. which must be processed via the internal SRS system.<\/p>\n
Qualification and Experience<\/p>\n
\tRelevant tertiary financial\/investment qualification
\n\tMinimum of 2-3 years experience in client services
\n\tMinimum of 1-2 years relevant experience in the Employee Benefits industry
\n\tGood proficiency in Microsoft Office
\n\tNeeds to understand, write, and speak fluent English<\/p>\n
Knowledge and Skills<\/p>\n
\tKnowledge of legislation applicable to the retirement fund industry
\n\tPrevious retirement fund experience will be advantageous.
\n\tCertificate of Proficiency will be advantageous.
\n\tKnowledge of internal workflow systems and Client Portal will be advantageous.
\n\tProficiency in MS Office (Word, Excel, and Outlook)<\/p>\n
Personal Qualities<\/p>\n
\tFlexible and Adaptable\u00a0– Rebounding from setbacks and adversity when facing difficult situations.
\n\tCourage\u00a0– Stepping up to address difficult issues, saying what needs to be said.
\n\tManages Complexity\u00a0– Demonstrated ability and proven record to make complex decisions.
\n\tEnsures Accountability\u00a0– Holding self and others accountable to meet commitments.
\n\tPlans and Aligns\u00a0– Planning and prioritizing work to meet commitments aligned to organizational goals.<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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