Coronation Client Excellence Graduate 2026

Coronation Client Excellence Graduate 2026

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Coronation Client Excellence Graduate 2026

Deadline: 31 October 2025

Location: Western Cape, South Africa

Coronation Client Excellence Graduate

Coronation is currently accepting applications for Client Excellence Graduate programme.

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.

MORE OPPORTUNITIES:

Ideal Qualifications

  • A completed bachelor’s degree in accounting, finance, business science, economics, law, investment management or other commerce related fields, is required.
  • This is a graduate opportunity, previous working experience is not required.

Most Important Attribute

  • Client centricity
  • Learning agility
  • Integrity

Systems Knowledge

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

How to apply

To apply, visit Coronation careers portal.

Preference will be given to candidates from the under-represented designated groups.

Careers Office is on Social media platforms for more updates, follow our WhatsApp channel.

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