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Client Excellence Graduate 2026

Client Excellence Graduate 2026

Coronation Fund ManagersZA
30+ days ago
Job description

Job title : Client Excellence Graduate 2026

Job Location : Western Cape,

Deadline : October 31, 2025

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Job Description

  • Start your career with purpose, learning and excellence.
  • We are looking for service-oriented, curious graduates who are eager to learn and are ready to develop a meaningful career in the financial services industry.
  • If you are currently completing or have recently completed a degree in accounting, finance, business science, economics, law, investment management or other commerce related fields, we invite you to become a part of a company that is invested in supporting the professional development of young talent.

    • What makes us different?

  • A nurturing culture
  • Mentorship and ongoing support
  • Fully funded training and studies
  • A team that values your potential
  • Our Client Excellence Graduate Programme is designed to prepare you for long-term success. During the 23 months contract, you will be placed in either our Client Services or Validations team where your professional growth will be nourished and supported by experienced professionals.
  • Learn more about how each team adds value to Coronation below.

    • Duties and Responsibilities

    Client Services

  • Client Services is the voice and heart of the personal investments business, ensuring every interaction with investors, advisers, and walk-in clients reflects Coronation’s commitment to exceptional service. The team builds trust by resolving queries, guiding clients through product options, and maintaining accurate data, all of which contribute to long-term client satisfaction and loyalty.
  • Respond to calls, emails, and walk-in queries.
  • Handle unit trust, retirement, and life product enquiries.
  • Provide product and investment info to clients and advisers.
  • Support clients using Coronation Online Services.
  • Resolve complaints within agreed timelines.
  • Liaise with advisers, LISPs, and Third-Party Administrators.
  • Maintain accurate client and adviser records.
  • Manage FICA, FAIS, and static client data compliance.
  • Log service issues and escalate where needed.
  • Meet call, email, and service level targets.
  • Use the workflow system to manage and track queries.
  • Resolve general service-related queries.

    • Validations

  • The Validations team safeguards the integrity of our client data and investment transactions. By ensuring compliance with financial sector regulations and business controls, this team plays a key role in reducing risk, maintaining regulatory standards, and ensuring that our clients’ investments are processed accurately and on time.
  • Validate transactions for retirement and unit trust products.
  • Process adviser applications and check licensing.
  • Confirm selected transactions with clients telephonically.
  • Ensure compliance with FICA, FAIS, and Regulation 28.
  • Work with internal teams to resolve complex cases.
  • Process investments accurately and on time.
  • Maintain digital records of all client documents.
  • Update client and adviser data on the workflow system.
  • Resolve validation and compliance queries.

    • Ideal Experience

  • This is a graduate opportunity, previous working experience is not required

    • Ideal Qualifications

  • A completed bachelor’s degree in accounting, finance, business science, economics, law, investment management or other commerce related fields, is required
  • Most Important Attribute
  • Client centricity
  • Learning agility
  • Integrity

    • Systems Knowledge

  • Basic digital literacy will be beneficial
  • MS Office exposure will be beneficial

    • Closing Date

  • 2025 / 10 / 31

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