03 February 2021

Coronation Client Excellence Graduate 2021

 Location: Cape Town

Closing Date: 03 May 2021

Description: Coronation is looking for Client Excellence Graduate who are hungry to learn with a natural ability of providing exceptional service to clients and the keenness to explore a career in personal investments.

Our 23-month internship opportunities offer solid learning prospects as well as support for furthering your educational goals. 

On top of a competitive starting salary, you will also be supported by various experienced mentors and peers throughout your development journey with us.

The successful graduates will be placed in either of the following contact center units:

  • Client Services
  • Validations

Duties and Responsibilities

Client Services:

  • Handle incoming calls and/or emails
  • Handle unit trust, retirement and life product queries
  • Liaise with clients regarding investment options and product information (Walk-in clients)
  • Deal with adviser queries
  • Deal with Link Investment Service Provider queries via email
  • Meet team service level targets and call/email handling quotas
  • Follow up on returned e-mails and post to maintain accurate client data records
  • Maintenance of relationships and commission arrangements with advisers
  • Maintenance of documentation with respect to Anti Money Laundering legislation and other static client data as required from time to time
  • Deal with Third Party Administrator to resolve client queries
  • Handle complaints, provide appropriate solutions and alternatives within the time limits and follow-up to ensure resolution
  • Support clients in the Coronation Online Services secure environment
  • Update information on our CRM system
  • Recognize service delivery failures and log errors with the correct parties
  • General query resolution
  • Navigate the workflow system

Validations:

  • Validation for retirement, local and foreign unit trust products
  • Advisor application processing for both retirement and unit trust products
  • Ensure that each broker is licensed to sell our products
  • Telephonic confirmation with clients of certain transactions
  • Management of documentation with respect to FICA & FAIS legislation and other static client data
  • Ensure our client and intermediaries comply with FICA and FAIS at all times
  • Management of internal relationships to ensure prompt client response
  • Constant liaising with administrator/admin support and internal client service consultants
  • Ensure clients investments are processed timeously and correctly
  • Follow up on outstanding requirements from clients and intermediaries
  • Ensure our Retirement clients comply with the Regulation 28
  • Manage the workflow system and update client information on the CRM system
  • Responsible to ensure that all client documentation is stored electronically
  • Coordination of Section 14 and Section 37 transfers
  • Follow up with all pending cases
  • General query resolution

Ideal Experience

  • This is a graduate opportunity

Ideal Qualifications

A completed Bachelor’s Degree in accounting, finance, business science, economics, law, investment management or related fields

Most Important Attribute

  • Client centric
  • Hungry to learn
  • Natural problem solver
  • Good communication skills
  • Responsible and accountable
  • Passionate about investments
  • Accuracy and attention to detail
  • Flexible with an “I can” mentality
  • Able to work independently as well as part of a team

Systems Knowledge

  • MS Office – Outlook, Excel and Word
  • Knowledge of the Salesforce system would be an advantage

For South African roles only - Please note that in order to meet objectives set in our Employment Equity plan, preference will be given to suitably qualified candidates from designated groups.