Overview
Agent: Deceased Client Support; Pipeline Jobs in Cape Town, South Africa at Capitec Bank Ltd.
Position: Agent: Deceased Client Support (Pipeline)
Agent:
Deceased Client Support (Pipeline) Purpose Statement
To ensure the efficient, compliant, and compassionate administration of deceased estates by managing the end‑to‑end estate process in line with legislative requirements, company policy, and service standards, while supporting executors, beneficiaries, and internal stakeholders during a sensitive time.
Experience
- 2-3 years’ experience in deceased estates, liaising with Executors, beneficiaries and the Master of the High Court
- Client service experience and/or function relevant experience
Qualifications (Minimum)
- Grade 12 National Certificate / Vocational
Qualifications (Ideal or Preferred)
- Certification in Law
- Bachelor’s Degree in Labour Law
Knowledge
- Comprehensive understanding of client interaction and relationship management practices and principles
- Understanding of client management information, systems and tools.
- Understanding of conflict management principles
Skills
- Analytical Skills
- Attention to Detail
- Change Management Skills
- Interpersonal & Relationship management Skills
Capitec is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals.
Capitec Bank is an authorised financial services provider (FSP 46669) and registered credit provider (NCRCP
13). Capitec Bank Limited Reg. No: 1980/003695/06
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Title: Agent: Deceased Client Support; Pipeline
Company: Capitec Bank Ltd.
Location: Cape Town, South Africa
Category: