Retail Client Services Consultant Internship

Internships Coronation in Accounting / Finance Email Job
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Job Detail

  • Offered Salary 1000
  • Career Level Student
  • Experience Fresh
  • Gender Male
  • Industry Finance
  • Qualifications Diploma

Job Description

CFM SA Retail Client Services Consultant Internship

Job Code: COR190624-2
Duration: 23 months contract
Location: Claremont, Cape Town

Job Description

The successful candidates will become part of the company’s Client Service Consultant team in Coronation’s contact center facility in Cape Town. This is a good opportunity to gain a foothold in the investment world. It also allows participants to make a significant impact on and nurture strong relations with clients.

The Retail Client Services Consultant Interns will be primarily responsible for serving as front liners who will answer investment-related enquiries (e.g. life product, retirement and unit trust streams coming from retail clients). This will include but not limited to:

Responsibilities

  • Handling large volumes of incoming emails
  • Working with clients’ reinvestment options
  • Managing adviser queries via email
  • Achieve team SLA and email handling metrics
  • Correctly navigate workflow system
  • handling complaints and providing appropriate resolutions or alternatives in a timely manner
  • Updating customer data in CRM

Minimum Requirements:

  • Preferably a graduate with strong Investment or Accounting knowledge/subjects or
  • A professional with at least 3-5 years of relevant working experience and minimum Matric qualification
  • Knowledgeable in Microsoft Office applications such as Word, Outlook and Excel
  • Preferable with experience using Salesforce

How to Apply

  1. Click the link to view a PDF copy of the CFM SA Retail Client Services Consultant Internship 2020 advert.
  2. Click here to register an account and apply. CLICK HEREUse the designated job code COR190624-2 to easily pull up the account.

Application Deadline

The deadline for submission of applications is on 31 March 2020.