Client Service Consultant
3 weeks ago
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? The role requires strong communication, problem solving, and adaptability skills. 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 Job Purpose To be responsible for all client contact (telephonic, e-mail and walk-in). Qualifications And Experience Matric / Grade 12 including Pure Mathematics. A relevant financial degree / qualification advantageous. Experience in finance or investment industry advantageous. Exceptional communication skills in English – Written and Verbal. Attributes Positive, enthusiastic attitude Teamwork Ability to thrive under pressure Honesty, integrity and respect Ability to adapt to change Core Competencies Client focused Collaborates Drive Results Cultivate Innovation Be Resilient Problem solving skills 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. Our commitment to transformation The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment 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
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Client Service Consultant
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Cape Town, South Africa KAAP Service Full timeKAAP Customer Service offers an excellent team of Customer Service Experts for your customers. As the first point of contact, we answer and assist with your customers' queries in a friendly, binding and professional manner. Close and courteous communication is what persistently gives your clients the feeling that they are not just in good, but the best...
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Client Service Consultant
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Cape Town, South Africa Aon Full time**Job Summary**: Aon South Africa has an exciting opportunity for a Client Service Consultant at our Cape Town Office. The role of the Client Service Consultant is to communicate and remain in contact with the insured client regarding service/complaints/queries. This position complies with our Employment Equity policies. **Key...
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Client Service Consultant
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Cape Town, South Africa Aon Corporation Full timePosting Description: **Client Service Consultant - Cape Town** Ready for the next challenge? We are hiring! Aon South Africa is recruiting a Client Service Consultant in our Personal Lines division, based on a hybrid basis at our offices in Cape Town. The role of the client service consultant is to communicate with and remain in contact with the insured...
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Cape Town, South Africa Allan Gray Full timeJob Title Investment Service Consultant | Retail Client Services Description The Investment Service Consultant role is a permanent position suitable for recent graduates with less than 2 years of work experience. Job Summary At Allan Gray, you will spend your days doing meaningful and engaging work with smart, inspiring colleagues. Our steadfast commitment...
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Senior Client Service Consultant
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Client Services Consultant 1
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Client Services Consultant 1
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