About Discovery
Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
About Invest
Launched in 2007, Discovery Invest offers the full range of investment products for any client need, providing access to our top performing range of Discovery funds as well as a wide selection of leading local and international fund managers. Recently, Discovery Invest launched a unique offshore offering to enable South African investors unparalleled ease in accessing international investment opportunities. Discovery Invest is seeking to leverage the shared-value model to promote financial health and freedom for millions of South Africans. Through unique behavioural incentives and benefits, we reward clients for positive investment behaviour with extra investment returns. Discovery Invest is the only shared value investment platform in the country maximizing client outcomes before and after retirement. It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships.
Key Purpose
The main purpose of this role is to process all servicing transactions received in the Servicing team.
Responsibilities
• Be able to process all functions within Invest servicing team.
• Knowledge of all Discovery Invest products.
• Strong administrative and communication skills.
• Analytical.
• Ability to communicate with management regarding areas in the process or business that need special attention and providing relevant trends and evidence to substantiate.
• Assisting when needed with queries though telephone and e-mail.
• Make sure that feedback is given where it was supposed to and then also that nothing is unattended.
• Assisting with adhoc tasks given by management
• Relationship building with financial advisors and internal and external colleagues /clients.
Preferred skills
•
Questioning techniques
• Customer service orientation
• Conflict handling
• Good communication skills
• Relationship building skills.
• Results orientation
• Assertiveness
• Positive attitude
• Commitment
• Time management skills
Education and Experience
• Matric
• A minimum 2-year administrative experience in the LISP industry
• 1-year inbound telephone experience
• Knowledge and understanding of Long-Term Insurance Legislation
• Knowledge and understanding of the Lisp industry Experience using the following systems is an added advantage:
• Paradigm
• Compass
• Frontline
EMPLOYMENT EQUITY
The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.