{"id":38117,"date":"2017-11-08T14:24:10","date_gmt":"2017-11-08T12:24:10","guid":{"rendered":"https:\/\/joblistsouthafrica.com\/?p=38117"},"modified":"2017-11-08T14:24:10","modified_gmt":"2017-11-08T12:24:10","slug":"retail-client-services-consultant-internship-coronation-2017","status":"publish","type":"post","link":"https:\/\/joblistsouthafrica.com\/retail-client-services-consultant-internship-coronation-2017.html","title":{"rendered":"Retail Client Services Consultant Internship at Coronation 2017"},"content":{"rendered":"
Coronation was founded in Cape Town, South Africa in 1993 by a group of investment professionals who left an established institution to start a dedicated fund management business. With zero assets and zero clients, their objective was to build a world-class, investment-led and independent fund manager.<\/div>\n

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Today, Coronation is 25% employee-owned and a leading brand in the South African investment industry. We are solely focused on asset management and have a track record of delivering superior long-term returns to our clients over the past two decades.<\/p>\n

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An active investment manager with a long-term valuation-driven investment approach, Coronation currently manages R614 billion in client assets (as at end-September 2017).<\/div>\n
<\/div>\n

This is an excellent opportunity to gain invaluable experience at one of the most successful and admired fund management companies in South Africa.<\/p>\n

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As a Retail Client Services Consultant, you will be required to provide excellent\u00a0call centre<\/span>\u00a0support service to our clients with their investment related queries, telephonically, written and face to face.<\/p>\n
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This role also requires one to follow up with potential clients and leads.
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\nDuties & Responsibilities\u00a0<\/b><\/p>\n
<\/div>\n
1. Handle all inbound calls
\n2. Handle existing client queries relating to investments in unit trust, retirement and life products, both telephonically and written
\n3. Meeting with walk-in clients and prospective clients to explain the investment options and product information
\n4. Dealing with adviser queries and maintaining strong relationships with the IFA\u2019s
\n5. Handle outbound calls as required
\n6. Largely office-bound role
\n7. Maintenance of documentation iironAnti Money Laundering legislation and other static client data as required from time to time
\n8. Liaise with internal parties to ensure prompt client response, including intermediary account managers and premier client manager
\n9. Dealing with external Administrator to resolve client queries
\n10. Controlling, monitoring and supporting clients in the Coronation\u00a0Online<\/span>\u00a0Services secure website
\n11. Following up with potential clients and leads
\n12.\u00a0Update information<\/span>\u00a0on our CRM system
\n13. Recognising service delivery failures and managing the resolution of these
\n14. Following up on returned e-mails and post to maintain accurate client data records
\n15. Reporting on activities to manager
\n16. General query resolution
\n
\nIdeal\u00a0Qualifications:\u00a0<\/b><\/div>\n
<\/div>\n
1.\u00a0University<\/span>\u00a0graduate or equivalent (Commerce\/ Investment Management)<\/p>\n

Competencies & Personality Attributes\u00a0<\/b><\/div>\n

<\/div>\n
1. Must have an \u201cI can\u201d mentality \u2013 constantly looking for opportunities to exceed clients expectations
\n2. Must be a\u00a0detailed<\/span>\u00a0individual with a thorough understanding of retirement products and or unit trusts, supported by the relevant\u00a0qualifications<\/span>
\n3. Must have a proven track record of being client and service-orientated and able to work under pressure to meet deadlines.
\n4. Ambitious, highly energetic and keen to take on additional non-core responsibilities in a dynamic environment.
\n5. Must have initiative and the ability to act pro-actively.
\n6. Must be a self-starter, who thrives on a flat structure and a small team
\n7. Must be able to deal with clients and should have excellent communication skills (both verbal and written).
\n8. Must be able to work in a team environment, where each person is encouraged to be accountable for their actions<\/div>\n
<\/div>\n
Most Important Attribute Must be able to deal with clients and should have excellent communication skills (both verbal and written).
\n
\nSystems Knowledge\u00a0<\/b><\/p>\n
<\/div>\n
1. MS Office.
\n2. Knowledge of the Silica system would be an advantage
\n3. Workflow and\u00a0document<\/span>\u00a0system<\/p>\n
\u00a0<\/a><\/b><\/div>\n
CLICK HERE TO APPLY<\/a><\/b><\/div>\n
<\/div>\n
Please note that in order to meet objectives set in our Employment Equity plan, preference will be given to suitably qualified\u00a0candidates<\/span>\u00a0from designated groups.<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Coronation was founded in Cape Town, South Africa in 1993 by a group of investment professionals who left an established institution to start a dedicated fund management business. With zero…..<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_newsletter_tier_id":0,"footnotes":"","jetpack_publicize_message":"","jetpack_is_tweetstorm":false,"jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","enabled":false}}},"categories":[326],"tags":[],"jetpack_publicize_connections":[],"yoast_head":"\nRetail Client Services Consultant Internship at Coronation 2017 - Jobs in South Africa 2024<\/title>\n<meta name=\"description\" content=\"Coronation was founded in Cape Town, South Africa in 1993 by a group of investment professionals who left an established institution to start a dedicated\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/joblistsouthafrica.com\/retail-client-services-consultant-internship-coronation-2017.html\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Joblist South Africa\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/joblistsouthafrica.com\/retail-client-services-consultant-internship-coronation-2017.html\",\"url\":\"https:\/\/joblistsouthafrica.com\/retail-client-services-consultant-internship-coronation-2017.html\",\"name\":\"Retail Client Services Consultant Internship at Coronation 2017 - 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