Client Service Consultant Life Investments
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?
**The Client Service Consultant**: Life Investments will be responsible for the administration and coordination of the investment process. This will be achieved by actively contributing to the high standard of quality and service delivery by effectively verifying and efficiently processing instructions received by Glacier. Providing excellent client services to internal and external parties.
Key outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant: Life Investments.
- Ensuring all prescribed documents has been received before issuing/adjusting policies or policy records.
- The verification and accurate record keeping of all client instructions through service-related tasks via the administration system and workflow system
- Communicate business and or regulatory requirements clearly and accurately to the intermediary and other role-players to ensure accurate, efficient processing of transactions and following up on outstanding information.
- Receiving and completion of re-issue requests/cancellations
- Investigation and resolution of service-related complaints
- Build and establish effective relationships with internal teams to enhance organisational effectiveness and efficiency
- To play a key role in the stewardship of positive client relationships and the retention of clients
- Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures. What will make you successful in this role?
Qualifications and experience
- Matric / Grade 12 (Essential)
- Relevant tertiary qualification (Advantageous)
- Life Investment (Legacy and Epsilon) experience
- New Business products, processes, rules and policy records of Legacy Savings & Investments
- Multilingual (Advantageous)
Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Attention to Detail
- Adaptability
- Ownership
- Strong verbal and written communication skills (English and Afrikaans)
Attributes
- Honesty, integrity and respect
- Positive enthusiastic can-do attitude
- Ability to work under pressure
- Ability to co-operate and thrive both within an independent and team environment Qualification and Experience Grade 12 with 1 to 2 years related experience. Knowledge and Skills Processing transactions and conduct simple calculations Record keeping; filing and maintenance of databases Maintain work standards and quality verification Data Collection and processing of transactions Procedures Knowledge Personal Attributes Plans and aligns - Contributing independently Interpersonal savvy - Contributing independently Communicates effectively - 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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Core Competencies Being resilient - Contributing independently Collaborates - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Turnaround time
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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