Location: Cape Town, South Africa
Closing Date: 16 June 2023
Coronation Fund Managers: Internship Programme 2023
Coronation is looking for graduates who are hungry to learn with a natural ability to provide exceptional service to clients and the keenness to explore a career in personal investments.
Our 23 months Internship Programme 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.
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 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
Requirements:
A completed Bachelor’s Degree in:
- Accounting,
- Finance,
- Business science,
- Economics,
- Law,
- Investment Management
- or related fields
Skills and Competencies:
- Good communication skills: fluent in 2 South African languages
- 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
How to Apply
Apply Online for the Coronation Fund Managers: Internship Programme 2023
