Client Service Consultant Operations: Maintenance

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?

The Client Service Consultant Operations - Maintenance will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.

Key Outcomes

The following outcomes will be expected to be achieved by the Client Service Consultant Operations - Maintenance:

Verifying of Instructions received from various stakeholders

Ensuring all instructions received comply with product rules, business rules and legal regulations Liaising with all relevant internal and external role players . intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received Inform the relevant role players via telephonic contact / email etc. in order to keep them updated on the progress of instructions received Ensure that Workflow system is updated at all times with progress

Capturing of Instructions


• Capture all valid instructions received timeously and accurately on our processing system

Reporting


• Ensure that you report suspicious activities timeously to the relevant Departments

• Reporting of service failures timeously to the relevant Support Manager

Technical Care


• Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe

• Pass all your In-House Product and Process Assessments

• Ensure that you have a technical understanding of all Glacier's offerings and the ability to apply that understanding to daily outputs

Protecting the Glacier Brand and Building Relationships

Play a key role in fostering positive client relationships and the retention of clients Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency Active participation in the business's continuous improvement by identifying and proposing solutions to process and service-related failures

Adhoc Tasks


• Client service project involvement as required

• Resolving queries received from various stake holders timeously

• Assist the Processing Floor where assistance is required

Competencies

Being Resilient Driving Results Cultivates Innovation Customer Focus Attention to Detail Accuracy Flexibility (overtime) Ownership Decision making and accountability

Qualifications and Experience

Matric / Grade 12 (Essential) with Pure Mathematics Relevant tertiary qualification (Advantageous) Linked Investment Service Provider experience (Advantageous) Strong verbal and written communication skills in English and Afrikaans

Attributes

Honesty, integrity and respect Positive enthusiastic can-do attitude Ability to work under pressure and long hours

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.

Turnaround time

The 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.

Should you not hear from us within 30 days after closing date, please assume that your application has been unsuccessful.

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