Discovery Invest operates on a shared-value model that promotes financial health and rewards clients for positive investment behaviour. It is the only shared-value investment platform in South Africa focused on maximizing client outcomes before and after retirement.

Key Purpose

To provide exceptional customer service during the onboarding of new investment applications while ensuring efficient and timeous execution according to Service Level Agreements (SLAs).

Key Responsibilities

As a Servicing Administrator Intern, you will:

• Check that all required documents are received (application forms, valid bank statements, signed quotes).
• Ensure compliance checks are completed.
• Capture New Business (NB) applications.
• Issue NB quotes.
• Capture system issues on Quality Centre (e.g., rate matching to NB quote).
• Request outstanding information via phone or email.
• Follow up on outstanding requirements.
• Maintain SLAs within processing pools.
• Capture, Quality Assure and activate new investments.
• Issue relevant policy schedules.
• Assist with client queries.
• Amend and update QA error reports.
• Make recommendations for system improvements.
• Test system functionality after enhancements.
• Achieve a minimum monthly assessment target of 90%.

Minimum Requirements

• Relevant Degree qualification.
• Quality assurance skills in a LISP environment.
• Strong communication skills (written and verbal).
• Knowledge of investment or financial products.
• Customer service orientation.
• Results-driven mindset.
• Good time management skills.
• Ability to multitask and switch roles within the team.
• Strong product knowledge.

Why Apply for This Internship?

• Gain practical experience in investment administration.
• Work within a leading financial services organisation.
• Develop strong compliance, quality assurance, and customer service skills.
• Build a solid foundation in financial products and investment services.
• Improve employability in the financial sector.

This opportunity is ideal for graduates interested in finance, investments, administration, and customer service within a reputable corporate environment.