Linked Investment Client Services Specialist

2 weeks ago

Johannesburg, Gauteng, 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 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?

  • To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
    Key outcomes
  • The following outcomes will be expected to be achieved by Linked Investment Client Services Specialist
  • Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis.
  • Compliance and

Risk Management:
Fulfil all activities in adherence to relevant control and compliance requirements, and quality standards

  • Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, etc. to manage the holding/active client's experience on the call.
  • Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long-Term Insurance Act)
  • Capture or authorize the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA.

Qualifications and experience

  • Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent
years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry

Competencies

  • Client Focus
  • Cultivates Innovation
  • Collaborates
  • Drives Results
  • Being Resilient
  • Adhering to Principles and Values
  • Excellent Writing and Reporting Skills
  • Highly Analytical
  • Adapting and Responding to Change

Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to work under pressure
  • Honesty, integrity and respect
  • Selfstarter and self confidence

What will make you successful in this role?

Qualification and Experience

  • Grade 12 or Diploma with 3 to 4 years related experience.
    Knowledge and Skills


 General Administrative Practices
  • Risk, debt, MI and budgeting
  • Logistical and events/meeting coordination
  • Client relationship management
    Personal Attributes


 Interpersonal savvy
  • Contributing independently
  • Decision quality
  • Contributing independently
  • Action orientated
  • Contributing independently
  • Optimises work processes
  • Contributing independently

Build a successful career with us

  • We'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


 Cultivates innovation
  • Contributing independently
  • Customer focus
  • Contributing independently
  • Drives results
  • Contributing independently
  • Collaborates
  • Contributing independently
  • Being resilient
  • Contributing independently

Turnaround timeOur commitment to transformation**The 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.

  • Linked Investment Client Services Specialist

    2 weeks ago

    Johannesburg, Gauteng, 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...

  • Administrator Linked Investments

    2 weeks ago

    Johannesburg, Gauteng, 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...

  • Administrator Linked Investments

    2 weeks ago

    Johannesburg, Gauteng, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryLinked...

  • Administrator Linked Investments

    2 weeks ago

    Johannesburg, Gauteng, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo deliver...

  • Linked Investment Lisp Administrator: Operations

    2 weeks ago

    Johannesburg, Gauteng, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryMinimum 3...

  • Investment Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa PPS Recruitment Full time

    Job Advert Summary:Minimum Requirements:Ideal experience: At least 3 to 5 years' experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business Discretionary Fund Manager's and/or multi management experience would be advantageousIdeal qualifications: Bachelor's degree in commerce or related...

  • Investment Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa PPS Recruitment Full time

    Job Advert Summary:Minimum Requirements:Formal Qualification: Bachelor's degree in commerce or related field essential. CFP and/or investments related honours degree an advantage. RE5.Experience: At least 3 to 5 years' experience within the IFA, investment or linked product markets, preferably working at a LISP or retail asset management business....

  • Investment Reporting Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa SET Recruitment Consultants Full time

    Investment Reporting SpecialistReputable Asset Mgt firm seeks analytical indiv. Pivotal role to collect and analyse investment reporting information. Great career opportunity.Main Responsibilities: Verify investment data and maintain accuracy of data. Analyse performance of investment accounts. Measure and monitor performance. Calculate and analyse reporting...

  • Investment Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa Recruitment Matters Africa Full time

    Our client is looking for a Investment Specialist. The Investment Specialist will support a range of project types relating to portfolio companies, including operational efficiency, environmental & social sustainability and optimal reporting.Responsibilities: Manage the identification and evaluation of relevant technical assistance ("TA") projects for the...

  • Client Service Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa S&P Global Full time

    The Role: Client Service SpecialistDuties and Responsibilities - "Your Role"The Trading Analytics team strive to deliver a best-in-class experience in product support, relationship management and customer communications.The client service team build and support strong relationships with customers in top-tier financial institutions on both the buy-side and...

  • Specialist: Investment Product

    2 weeks ago

    Johannesburg, Gauteng, South Africa Moving Heads Personnel Full time

    Provide support to the investment product team in delivering the strategic deliverables, development and ongoing management of products, technical knowledge of the investment landscape to produce insights required for the servicing of stakeholders. Product development and lifecycle management, including product positioning and differentiation; and...

  • Client Services and Relationship Manager

    2 weeks ago

    Johannesburg, Gauteng, South Africa CF Consulting Full time

    Summary of the positionTo provide professional, cradle-to-grave corporate fiduciary and related corporate services, to an allocated portfolio of corporate clients, in a multi-skilled specialist and strong administrative team. Case-by-case manage or coordinate other client service managers and administrators. Build and maintain strong service relationships to...

  • Principal Investment Consultant

    2 weeks ago

    Johannesburg, Gauteng, South Africa TalentCru Full time

    Are you ready to take your career to the next level? We are seeking an experienced and dynamic Principal Investment Consultant to join our elite investment consulting team. In this role, you'll leverage your deep knowledge of best practices to provide top-tier investment consulting services to our diverse range of institutional clients. Your expertise will...

  • Principal Investment Consultant

    2 weeks ago

    Johannesburg, Gauteng, South Africa Adcorp Holdings Full time

    SynopsisAre you ready to take your career to the next level? We are seeking an experienced and dynamic Principal Investment Consultant to join our elite investment consulting team. In this role, you'll leverage your deep knowledge of best practices to provide top-tier investment consulting services to our diverse range of institutional clients. Your...

  • Client Service Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa FirstRand Full time

    Job DescriptionHello Future Client Service Specialist (Exchange Control)Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.As part of our team in FNB Commercial Forex, you will be surrounded by unique talents, diverse minds, and an...

  • Investment Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa Omega Recruitment Full time

    Are you an experienced investment professional? Do you have 10 years' work experience in corporate finance or development finance in food & agribusiness? Do you enjoy originating, structuring, and negotiating high-impact transactions in the African financial market? If yes, then read further...My client's Agribusiness Food Water team is currently looking for...

  • Corporate Social Investments Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa TalentWorx Consulting Full time

    JOB TITLESocial Investment SpecialistREPORTING LINEHead of Social ImpactPRINCIPAL OBJECTIVE OF POSITIONTo drive social investment strategy, manage strategic programmes and mentor social investment analysts to achieve the highest standard of social investment possible.KEY PERFORMANCE AREAS, ACTIVITIES AND INDICATORSKey Performance AreasActivitiesClient...

  • Investment Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa Engineered Sourcing Full time

    Focusing on project financial analysis and derived thereof on determining whether a project is bankable or not. Perform financial due diligence and analysis on prospective projects andrecommend an investment decision Develop an investment and funding policy aligned to the company strategy and an investment criterion for evaluating the best repayment outcome...

  • Client Service Consultant

    2 weeks ago

    Johannesburg, Gauteng, 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 Location: Johannesburg, Gauteng, South Africa Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly...

  • Client Service Specialist

    2 weeks ago

    Johannesburg, Gauteng, South Africa Nedbank Full time

    Job Requisition Details REQ# Locations: Johannesburg, Gauteng/ Durban, KZNClosing Date: 19 April 2024- Talent Acquisition: Bongiwe Mchunu- Job Family- Sales and Services Career Stream Call Centre (Service) Leadership Pipeline Manage Self: TechnicalJob Purpose We are looking for a Client Service Specialist to provide client service support by managing /...