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Coronation Fund Managers: Internships 2023

1 month ago

Cape Town, Saudi Arabia Coronation Fund Managers Full time
Coronation Fund Managers: Internship Programme 2023

 

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 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