{"id":36948,"date":"2026-06-02T12:00:53","date_gmt":"2026-06-02T12:00:53","guid":{"rendered":"https:\/\/jobs.dataaxisnode.com\/southafrica\/job\/ccc-client-care-rep-intermediate-funds-sanlam-financial-adviser-independent-solutions-pretoria-lynnwood-branch\/"},"modified":"2026-06-02T12:02:11","modified_gmt":"2026-06-02T12:02:11","slug":"ccc-client-care-rep-intermediate-funds-sanlam-financial-adviser-independent-solutions-pretoria-lynnwood-branch","status":"publish","type":"job_listing","link":"https:\/\/jobs.dataaxisnode.com\/southafrica\/job\/ccc-client-care-rep-intermediate-funds-sanlam-financial-adviser-independent-solutions-pretoria-lynnwood-branch\/","title":{"rendered":"CCC: Client Care Rep: Intermediate Funds \n\n\n            \n\n            \n            Sanlam Financial Adviser: Independent Solutions (Pretoria Lynnwood) \n\n\n            \n\n            \n            Branch Manager &#8211; Sammy Marks \n\n\n            \n\n            \n            Branch Consultant\/Financial Advisor &#8211; Kwa Mashu \n\n\n            \n\n            \n            Branch Consultant &#8211; Port Shepstone \n\n\n            \n\n            \n            Machine Learning Engineer \n\n\n            \n\n            \n            Associate SAP Human Capital Solutions Architect (Sanlam Head Office in Bellville) \n\n\n            \n\n            \n            Senior C# Developer : PDD \n\n\n            \n\n            \n            Financial Planner : Blue Ocean Port Elizabeth"},"content":{"rendered":"<p>Job Purpose<\/p>\n<p>\tExits on fund plans.\u00a0<\/p>\n<p>Output\/Core Tasks:<\/p>\n<p>\tProcess fund exit and related correspondence requests received via various channels.<br \/>\n\tFocus mainly on the following events (Primary events)\u00a0<br \/>\n\tFund maturities and retirements (full proceeds)<br \/>\n\tFund terminations<br \/>\n\tRequest Fund quotes<br \/>\n\tProcess requests within the appropriate SLA\u2019s and LAD.<br \/>\n\tServicing of client\u2019s policy needs and requirements.<br \/>\n\tImmediate resolution of service requests in a quality manner to ensure client satisfaction.<br \/>\n\tCommunicates completion of cases to clients\/funds\/management by telephone or in writing.<br \/>\n\tHandles requests for urgent call backs to clients when required.<br \/>\n\tCommunicates completion of cases to clients\/management by telephone and\/or in writing<\/p>\n<p>What will make you successful in this role?<\/p>\n<p>Role Requirements:<\/p>\n<p>Qualifications:<\/p>\n<p>\tMatric\/Grade 12<br \/>\n\tRelevant business degree\/diploma from a well-recognised institution will be an advantage.\u00a0<\/p>\n<p>Knowledge and Experience:\u00a0<\/p>\n<p>\tA Minimum of 2 years\u2019 experience administering Cash withdrawals, Maturity Claims, Enquiry on Payments Out, National Credit Act Loans<br \/>\n\tExposure to Financial Intelligence Centre Act 38 of 2001\/Party Due Diligence\/Risk levels\/ from a termination perspective\u00a0<\/p>\n<p>Competencies:<\/p>\n<p>\tClient Service orientation<br \/>\n\tDecision making and problem-solving skills<br \/>\n\tInterpretation and reasoning skills<br \/>\n\tAnalytical abilities<br \/>\n\tInterpersonal sensitivity<br \/>\n\tAbility to work under pressure<br \/>\n\tGood communication skills in English\u00a0<\/p>\n<p>Closing Date: 7 June 2026<\/p>\n<p>go to method of application \u00bb<\/p>\n<p>Apply via company website (  ) or<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"author":2,"featured_media":0,"template":"","meta":{"_promoted":"","_job_location":"","_application":"","_company_name":"Sanlam Group","_company_website":"","_company_tagline":"","_company_twitter":"","_company_video":"","_filled":0,"_featured":0,"_remote_position":0,"_job_salary":"","_job_salary_currency":"","_job_salary_unit":""},"job_listing_region":[15],"job-types":[12],"class_list":{"0":"post-36948","1":"job_listing","2":"type-job_listing","3":"status-publish","4":"hentry","5":"job_listing_region-western-cape","7":"job-type-full-time"},"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings\/36948","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-listings"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/types\/job_listing"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/users\/2"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/media?parent=36948"}],"wp:term":[{"taxonomy":"job_listing_region","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job_listing_region?post=36948"},{"taxonomy":"job_listing_type","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/southafrica\/wp-json\/wp\/v2\/job-types?post=36948"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}