Coronation: Client Excellence Graduate Internships 2023-2025
Coronation Fund Managers: Client Excellence Graduate Internships 2023-2025 has become available in Western Cape for unemployed graduates in possession of the below qualifications. If interested, kindly check the below requirements. STREAK OF LUCK!
Coronation Fund Managers invites unemployed graduates to apply for a 23-month Graduate / Internship Programme 2023-2025.
Company: Coronation Fund Managers
Job Type: Graduate Internship
Location: Cape Town, Western Cape, South Africa
Closing Date: 13 June 2023
Coronation is looking for graduates 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-months internship opportunity offers 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.
Duties and Responsibilities:
Client Services:
- Handle incoming calls and/or emails
- Handle unit trust, retirement, and life product queries
- Liaise with clients re investment options and product information (Walk-in clients)
- Deal with adviser queries via email
- 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 in respect of 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 in respect of 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 Qualifications:
- A completed Bachelor’s Degree in;-
- Accounting,
- Finance,
- Business Science,
- Economics,
- Law,
- Investment Management
- Or related fields
Ideal Experience:
- This is a graduate opportunity
Skills, Knowledge and Competencies:
- Good communication skills: fluent in 2 South African languages (Afrikaans, highly advantageous)
- Client centric
- Hungry to learn
- Natural problem solver
- 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
- MS Office – Outlook, Excel and Word
- Knowledge of the Salesforce system would be an advantage
How to Apply for Coronation: Client Excellence Graduate Internships 2023-2025
CLICK HERE TO APPLY ONLINE FOR CLIENT EXCELLENCE GRADUATE PROGRAMME
Share the opportunity and never pay for any job / internship / learnership / traineeship / in-service training / bursary opportunities whatsoever – it merely takes you to apply for employment not your money.
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