2014 Internships: Coronation Retail Client Services Consultant Graduate - Khabza Career Portal

2014 Internships: Coronation Retail Client Services Consultant Graduate

May 24, 2014 Khabza Graduate Programme

Location: Cape Town

Content

To provide excellent call centre support service to our clients with their investment related queries, both telephonically, written and face to face. This role also requires one to follow up on potential clients and leads.

Qualifications

Relevant tertiary financial qualification – e.g Bcom with Investments major, BBusSci, FAPM etc

Responsibilities

Handle existing client queries relating to investments in the unit trust and retirement and life product streams, both telephonically and written
Meeting with clients and prospective clients to explain the investment options
Largely office-bound role, but may be required to meet with clients offsite on occasion
Maintenance of relationships and commission arrangements with IFA’s.
Management of documentation iro Anti Money Laundering legislation and other static client data as required from time to time
Management of internal relationships to ensure prompt client response, including intermediary account managers and premier client manager
Managing Third Party Administrator / admin support relations
Controlling, monitoring and supporting clients in the Coronation Online Services secure environment
Following up with potential clients and leads
Maintenance of Saleslogix
Recognizing service delivery failures and managing the resolution of these
Following up on returned e-mails and post to maintain accurate client data records
Reporting on activities to manager
Must have an “I can” mentality – constantly looking for opportunities to exceed clients expectations
Must be a detailed individual with a thorough understanding of financial instruments, supported by the relevant qualifications

Competencies

Must be a ‘student of the market’ as well as have an understanding of products
Ambitious, highly energetic and keen to take on additional responsibilities in a dynamic environment.
Must have initiative and the ability to act pro-actively.
Must be a self starter.
Should have excellent communication skills (both verbal and written).
Must be able to work in a team environment, where each person is encouraged to be accountable for their actions
Must have excellent communication skills (both verbal and written).
Ability to build outstanding relationships.
Ability to think “on your feet”