Closing Date: 31 October 2025
Location: Claremont, Western Cape, South Africa
Details
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Reference Number: COR250806-1
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Job Title: Client Excellence Graduate 2026
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Job Type: Graduate Programme
Job Description
Start your career with purpose, learning, and excellence.
We are looking for service-oriented, curious graduates who are eager to learn and 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, this programme is designed for you.
What makes this programme different?
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A nurturing culture
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Mentorship and ongoing support
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Fully funded training and studies
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A team that values your potential
This 23-month graduate programme offers placement in either the Client Services or Validations team, supported by experienced professionals.
Duties and Responsibilities
Client Services
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Respond to calls, emails, and walk-in queries.
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Handle unit trust, retirement, and life product enquiries.
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Provide product and investment information to clients and advisers.
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Support clients using Coronation Online Services.
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Resolve complaints within agreed timelines.
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Maintain accurate client and adviser records.
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Ensure compliance with FICA, FAIS, and regulatory requirements.
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Log service issues and escalate where necessary.
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Meet service level targets.
Validations
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Validate transactions for retirement and unit trust products.
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Process adviser applications and verify licensing.
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Confirm selected transactions with clients telephonically.
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Ensure compliance with FICA, FAIS, and Regulation 28.
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Work with internal teams to resolve complex cases.
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Process investments accurately and timeously.
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Maintain digital records of all client documents.
Minimum Requirements
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South African citizen
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A completed bachelor’s degree in Accounting, Finance, Business Science, Economics, Law, Investment Management, or other commerce-related fields
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No prior work experience required (graduate opportunity)
Ideal Attributes
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Client centricity
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Learning agility
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Integrity
Systems Knowledge
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Basic digital literacy
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Exposure to MS Office will be advantageous