Graduate Opportunity: Client Service Consultant

3 weeks ago


Cape Town, South Africa Sanlam Limited Full time

Location: Cape Town, Western Cape, ZA 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 vene ; 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? Job Purpose Responsible for all client contact (telephonic, e‑mail and walk‑in). This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career. Key Outcomes 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 Qualifications and Experience Matric / Grade 12 including Pure Mathematics 1 year experience in finance or investment industry advantageous Exceptional communication skills in English – Written and Verbal Client focusedોસ્ટ> Drive Results Be Resilient륙 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 Qualification and Experience Grade 12 with 1 to 2 years related experience. Knowledge and Skills Customer Service Administration Quality, compliance and accreditation Team Support Personal Attributes Communicates effectively - Contributing independently Action orientated - Contributing independently Situational adaptability - 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 Collaborates - Contributing independentlyíticas> Being resilient - Contributing independently Drives results - Contributing independently 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 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


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