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Coronation: Client Excellence Internship

Job Description:

Start your career with one of the leading Asset Management firms in 2021! 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 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

Duties and Responsibilities:

• 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
• 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 iro 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

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

Closing date: 2021/09/14