Retail Client Services Consultant Internship at Coronation 2017

1. Handle all inbound calls
2. Handle existing client queries relating to investments in unit trust, retirement and life products, both telephonically and written
3. Meeting with walk-in clients and prospective clients to explain the investment options and product information
4. Dealing with adviser queries and maintaining strong relationships with the IFA’s
5. Handle outbound calls as required
6. Largely office-bound role
7. Maintenance of documentation iironAnti Money Laundering legislation and other static client data as required from time to time
8. Liaise with internal parties to ensure prompt client response, including intermediary account managers and premier client manager
9. Dealing with external Administrator to resolve client queries
10. Controlling, monitoring and supporting clients in the Coronation Online Services secure website
11. Following up with potential clients and leads
12. Update information on our CRM system
13. Recognising service delivery failures and managing the resolution of these
14. Following up on returned e-mails and post to maintain accurate client data records
15. Reporting on activities to manager
16. General query resolution

Ideal Qualifications: 

1. University graduate or equivalent (Commerce/ Investment Management)

Competencies & Personality Attributes 

1. Must have an “I can” mentality – constantly looking for opportunities to exceed clients expectations
2. Must be a detailed individual with a thorough understanding of retirement products and or unit trusts, supported by the relevant qualifications
3. Must have a proven track record of being client and service-orientated and able to work under pressure to meet deadlines.
4. Ambitious, highly energetic and keen to take on additional non-core responsibilities in a dynamic environment.
5. Must have initiative and the ability to act pro-actively.
6. Must be a self-starter, who thrives on a flat structure and a small team
7. Must be able to deal with clients and should have excellent communication skills (both verbal and written).
8. Must be able to work in a team environment, where each person is encouraged to be accountable for their actions

Most Important Attribute Must be able to deal with clients and should have excellent communication skills (both verbal and written).

Systems Knowledge