Client Service Consultant Communication Centre

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 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?Responsible for inbound/outbound telephonic communication with client base.
Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base.
Utilises IT system accurately and ensures that all queries are answered effectively.
Refers calls to appropriate departments only if unable to solve query appropriately.
Deals with more complex queries, which often entail amendments to payments made.
Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities.

What will make you successful in this role?Job purpose To be responsible for all client contact (telephonic, e-mail and walk-in).This role offers the opportunity to continue your career in financial services in a highly respected client services team.

Key outcomes The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:

  • Ensuring that the highest level of client service is provided to all clients (internal, IFA's and investors)
  • Assisting clients with investment administration queries
  • Providing investment and product information to IFA's and investors
  • Involved in ad-hoc client services projects
  • Assist with benefit counselling Qualifications and experience
  • Matric / Grade 12 including Pure Mathematics
  • A relevant financial degree / qualification advantageous
  • 3 years' experience in finance or investment industry
  • Exceptional communication skills in English – Written and Verbal Competencies
  • Client focused
  • Collaborates
  • Drive Results
  • Cultivate Innovation
  • Be Resilient
  • Problem solving skills
  • Adaptability
  • Communication skills – Written and Verbal (English) Attributes
  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to thrive under pressure
  • Honesty, integrity and respect
  • Ability to adapt to change To apply Please submit your application by 6 June 2024.Qualification and ExperienceDegree or Diploma or Grade 12 with 3 to 5 years related experience.

Knowledge and SkillsCustomer ServiceAdministrationQuality, compliance and accreditationTeam SupportPersonal AttributesCommunicates effectively - Contributing independentlyAction orientated - Contributing independentlySituational adaptability - Contributing independentlyOptimises work processes - Contributing independentlyBuild 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 CompetenciesCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independentlyDrives results - Contributing independentlyTurnaround 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.

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