Internship: Servicing Administrator

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

To provide exceptional customer service when onboarding applications, execute timeously and efficiently according to SLA. Provide high standards of customer service.

Objectives of this role

To check all relevant required documents are received eg correct application forms, valid bank statement, signed quote

Responsibilities

• To check all relevant required documents is received eg correct application
• forms, valid bank statement, signed quote
• Ability to ensure compliance check is completed
• To capture NB applications
• To capture on Quality centre any possible fix or system issues such as match the
• rates to NB quote
• Request outstanding information either telephonically or email
• To issues NB quotes
• Follow up on outstanding requirements
• Maintain SLA within processing pools
• Make recommendations for improvements to the system used in the department
• and testing system functionality after enhancements are made to the system
• Required to have excellent written and verbal communications skills
• Ability to switch roles and perform multiple tasks within the team
• Amend and update QA errors report when necessary
• To Capture, Quality Assure and activate new investments, issue the relevant
• policy schedules, and assist with queries relating to the process
• Strong product knowledge
• Monthly assessment needs to meet minimum target of 90%

Education and Experience

• Degree
• Quality assurance skills in lisp environment
• Communication skills
• Investment or financial Products
• Customer Service Orientation
• Results orientation
• Time Management

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.