Client Excellence Graduate 2027 at Coronation — Exciting Int

Client Excellence Graduate 2027

Kickstart your career with purpose, learning, and excellence. The Client Excellence Graduate 2027 program is an exciting opportunity for high-achieving graduates who are eager to learn and 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 join us at Coronation. We are a reputable company invested in the development of young talent in the industry.

What Makes Us Different?

• A nurturing culture
• Mentorship and ongoing support
• Fully funded training and further postgraduate studies
• A team that values your potential

The Client Excellence Graduate Programme is designed to prepare you for long-term success. During the 23-month contract, you will work in the client servicing part of the business, focusing on retail clients.

Program Duties and Responsibilities

You will have the opportunity to work in two key teams: Client Services and Validations.

Client Services

The Client Services team is the voice and heart of personal investments business, ensuring each interaction reflects our commitment to exceptional service. The team builds trust by:

• Responding to calls, emails, and walk-in queries
• Handling unit trust, retirement, and life product enquiries
• Providing product and investment information to clients and advisers
• Supporting clients using Coronation Online Services
• Resolving complaints within agreed timelines
• Liaising with advisers, LISPs, and Third-Party Administrators
• Maintaining accurate client and adviser records
• Managing FICA, FAIS, and static client data compliance
• Logging service issues and escalating when necessary
• Meeting call, email, and service level targets
• Using the workflow system to manage and track queries
• Resolving general service-related queries

Validations

The Validations team safeguards the integrity of our client data and investment transactions. This team helps ensure compliance with financial sector regulations and business controls by:

• Validating transactions for retirement and unit trust products
• Processing adviser applications and checking licensing
• Confirming selected transactions with clients telephonically
• Ensuring compliance with FICA, FAIS, and Regulation 28
• Working with internal teams to resolve complex cases
• Processing investments accurately and on time
• Maintaining digital records of all client documents
• Updating client and adviser data on the workflow system
• Resolving validation and compliance queries

Ideal Experience and Qualifications

This is a graduate opportunity, and previous working experience is not required. The ideal candidate should have:

• A completed bachelor’s degree in accounting, finance, business science, economics, law, investment management, or other commerce-related fields

Key Attributes

• Client centricity
• Learning agility
• Integrity

Systems Knowledge

Basic digital literacy and MS Office exposure will be beneficial for this role.

To learn more about the role and responsibilities, download the job specification here (PDF, 246.16 kb).

How to Apply

Applications close on 31 January 2027. Apply before the closing date to avoid missing this opportunity.