Client Service Consultant: Investment Administration

2 weeks ago

Cape Town, Western Cape, South Africa Sanlam Limited Full time
Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert: Create Alert
Select how often (in days) to receive an alert:

Client Service Consultant:

Investment Administration Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs.

We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service.

We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth.

Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions.

While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

What will you do?Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files.

Routines are generally prescribed and supervision is readily available.
What will make you successful in this role?Job purpose
To contribute to the processing, maintenance and management of tasks within the Investment Administration team.
Key Outcomes
The following outcomes will be expected to be achieved by the

Client Services Consultant:

  • Investment corrections (adjustments) and investigations
  • Backdated profit and loss cost calculations
  • Returned income payments and debit order rejections
  • Exception control reports & QMF's (Query Management Facility)
  • Systems user-acceptance testing
  • General query resolution
  • Ad hoc projects
Qualifications and experience

  • Matric/ Grade 12
  • Excel skills on advanced level would be to your advantage
  • At least 2 years' relevant experience within the Collective Investment Schemes
  • A relevant financial qualification would be to your advantage
  • Industry/LISP/Financial Services Industry would be to your advantage
  • Mathematical Skills
  • Analytical, logical & conceptual thinking
  • Collaboration
  • Being Resilient
  • Driving Results
  • Cultivates Innovation
  • Customer Focus
  • Attention to detail and accuracy
  • Problem solving skills
  • Ability to work under pressure
Attributes

  • Honesty, integrity and respect
  • Positive enthusiastic can-do attitude
  • Teamwork
  • Performance driven
  • Ability to co-operate and thrive both within an independent and team environment
To apply
Please submit your application by 14 June 2024.

Qualification and Experience Grade 12 with 1 to 2 years related experience.
Knowledge and Skills Processing transactions and conduct simple calculations
Data collection and analysis
Record keeping, filing and maintenance of databases
Maintain work standards and quality verification
Personal Attributes Plans and aligns - Contributing dependently
Communicates effectively - Contributing dependently
Action orientated - Contributing dependently
Optimises work processes - Contributing dependently
Build a successful career with usWe're all about building strong, lasting relationships with our employees.

We know that you have hopes for your future – your career, your personal development and of achieving great things.

We pride ourselves in helping our employees to realise their worth.

Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies Being resilient - Contributing dependently
Customer focus - Contributing dependently
Collaborates - Contributing dependently
Cultivates innovation - Contributing dependently
Drives results - Contributing dependently
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

The Group's Employment Equity plan and targets will be considered as part of the selection process.
#J-18808-Ljbffr

  • Client Service Consultant: Investment Administration

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs.We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service.We offer a comprehensive...

  • Client Service Consultant: Investment Administration

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Investment Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Allan Gray Proprietary Limited Full time

    Career Opportunities: Investment Service Consultant | Retail Client Services (8031)Short DescriptionThe Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job SummaryWhy should you consider Allan Gray? At Allan Gray, you will spend your days doing meaningful and engaging work...

  • Investment Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa WTW Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver...

  • Investment Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Allan Gray Full time

    Job Title: Investment Service Consultant | Retail Client ServicesShort Description:The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experienceJob Summary:Why should you consider Allan Gray? At Allan Gray, you will spend your days doing meaningful and engaging work with smart,...

  • Investment Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Istituto Marangoni Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice to...

  • Investment Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa SET Recruitment Consultants Full time

    Investment Service ConsultantMarket RelatedCape TownCALLING ALL GRADUATES WITH A PASSION FOR INVESTMENTS, FINANCE AND NUMBERS.Kick-start your career with a leading Financial Service Company. You will be reporting to the team leader and will be responsible for engaging andestablishing long-lasting client relationships by delivering a superior...

  • Investment Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa WTW Full time

    **The RoleThe asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice...

  • Investment Consultant

    4 weeks ago

    Cape Town, Western Cape, South Africa WTW Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice...

  • Investment Consultant

    4 weeks ago

    Cape Town, Western Cape, South Africa Willis Towers Watson Full time

    Job DescriptionThe RoleThe asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to...

  • Investment Consultant

    2 months ago

    Cape Town, Western Cape, South Africa Willis Towers Watson Full time

    Job DescriptionThe RoleThe asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to...

  • Investment Consultant

    2 months ago

    Cape Town, Western Cape, South Africa WTW Full time

    The Role The asset consulting division of WTW, a leading global professional services company, requires an investment consultant, based in our Cape Town offices, to contribute to Towers Watson's Investment consulting activities. You will be expected, over time, to manage a portfolio of (smaller) clients and assist more senior consultants to deliver advice...

  • Investment Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa RPO Recruitment Full time

    One of Africa's largest privately owned investment management companies is seeking a graduate to join their team of professionals as an Investment Service Consultant.As an Investment Service Consultant, you will be responsible for providing financial advice and investment recommendations to clients. You will work closely with clients to understand their...

  • Client Services Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    Who we are? Sanlam Investment Group: The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively...

  • Client Services Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job DescriptionNedgroup Investments: is a renowned global investment firm expanding its footprint in Europe. A part of Nedbank Group Ltd, Nedgroup Investments collaborates with top fund managers to ensure consistent long-term outperformance for clients. The focus is on delivering a superior investment experience.We're seeking a dynamic and articulate Client...

  • Client Investment Administrator

    2 weeks ago

    Cape Town, Western Cape, South Africa StaffCentral Consulting Full time

    Job Duties/Responsibilities will include:Daily unitisation/ valuation of external manager instrumentsDaily reporting of unit prices to clients and consultantsDaily processing of client cash flows (including recording the cash flows and modelling the client product range)Processing paymentsSending investment/ disinvesment instructions to the external...

  • Client Services Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job Classification Job Family Sales and Service Career Stream Sales Leadership Pipeline Manage Self: Technical (MST)Job Purpose- Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is...

  • Associate Investment Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa RisCura Full time

    Applications Close 27 June 2024Reports To: Head of ConsultingApplication Criteria: Preferably B.Com or equivalent with a focus on investment studies / finance / similar. Open to other tertiary qualifications depending on experience and evidence of investment-related knowledge, adaptability and interests.Purpose of Job:This is a client-facing position.These...

  • Graduate Investment Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa RPO Recruitment Full time

    RPO's client, Africa's largest privately owned investment management company, is seeking a recent graduate to join their team as an investment service consultant. As an Investment Service Consultant, you will be responsible for providing financial advice and investment recommendations to clients. You will work closely with clients to understand their...

  • Investment Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Willis Towers Watson Full time

    Investment Consultant Cape Town, ZAJuly 03, 2023The RoleThe asset consulting division of WTW, a leading global professional services company, requires an investment consultant to contribute to Towers Watson's Investment consulting activities.Your primary responsibilities will be: Responsibility for a portfolio of institutional clients, providing all aspects...