Sanlam Investments East Africa (SIEA) is a leading fund manager in the region and has a strong record of accomplishment in service delivery and performance, with over KShs 230 billion (approximately US$ 2.3 billion) in assets under management. SIEA is part of the Sanlam Group, a leading financial services group with operations in more than 30 African countries.
Reporting to the Senior Client Service Officer, the successful candidate will provide essential front-office support and handle key customer service tasks within the financial sector.
Key Responsibilities
Ensure a professional welcome for clients and visitors, manage incoming calls efficiently, and assist with key front‑office functions.
Assist with basic client enquiries on unit trusts, fund information, statements, and KYC requirements.
Offer administrative assistance and handle meeting room coordination.
Support the preparation of proposals and client documentation.
Assist the team with travel planning and booking tasks when required.
Maintain the reception area and support general office operations.
Adhere to Company policies including internal and external policies, risk, compliance, and regulatory standards.
Any other responsibilities as documented in performance objectives and as may be assigned and communicated from time to time.
Minimum Requirements
Bachelor's Degree.
At least 1 year experience or internship in a similar role in the financial sector.
Strong communication and interpersonal skills.
Professional appearance and customer‑service orientation.
Good organisational skills and attention to detail.
Proficiency in MS Office (Word, Excel, Outlook).
Interest in investments, asset management, or unit trusts is an added advantage.
How to Apply
Interested and qualified candidates should apply online through the provided application link to the official application form on forms.office.com.
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