Client Service Consultant Operations: New Business

2 weeks ago

Tygervalley, South Africa Sanlam Full time

Who are we?
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle
- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms. What will you do?
The Client Service Consultant Operations - New Business 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 New Business Consultant Operations:
Verifying of Instructions received from various stakeholders
Ensuring all instructions received comply with the business rules and legal regulations
Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
Ensure that Workflow system is always updated with progress thereof.
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 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.
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.
Ad-hoc tasks
Client service project involvement as and when required.
Resolving queries received from various stakeholders timeously.
Assist the Operations department where assistance is required. Qualifications Matric / Grade 12 (Essential) with Maths. Relevant tertiary qualification (Advantageous) Linked Investment Service Provider experience (Advantageous) Ability to fully converse in English Ability to read and understand Afrikaans Competencies Resilience Driving Results Cultivates Innovation Customer Focus Attention to Detail Accuracy Flexibility (overtime) Ownership Decision making and accountability Numerical reasoning Strong verbal and written communication skills Attributes Honesty, integrity and respect Positive enthusiastic can-do attitude Ability to work under pressure and long hours Ability to co-operate and thrive both within an independent and team environment 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 business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development. Turnaround time
Glacier is committed to excellence and striving towards Employment Equity.
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.

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