Client Relations 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?**
- Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.**What will make you successful in this role?**
- Job purpose- To provide a high quality of complaints resolution and written communication to clients in line with Glacier standards and legislation such as the Treating Customers Fairly (TCF) guidelines.- Key outcomes- The following outcomes will be expected to be achieved by the Client Relations Consultant:
- Complaints resolution to meet client’s needs and problems in line with TCF outcomes
- Produce written correspondence about technical product information, work processes and procedures to clients & intermediaries.
- Ensure that all communication mediums contain comprehensive first time solutions to client complaints and queries
- Gather, analyse, investigate and interpret all information received by various stakeholders before a solution is presented
- Do independent & thorough root cause investigations
- Determine systemic issues & the impact on other clients
- Ensure that systemic issues are taken up with the responsible stakeholders
- Challenge feedback from stakeholders, business rules and processes in order to develop a creative solution
- Consult with role players such as the internal and external adjudicators on specific client complaints
- Compile a report on a monthly/quarterly basis for client & intermediary complaints received
- Qualifications and experience- Matric / Grade 12
- The relevant financial/communications or legal qualification or
- At least 3 years’ experience in a Lisp or Life Insurance environment where written complaints and technical enquiries were handled
- Competencies- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Analytical skills (Critical thinking, problem solving, research)
- Exceptional communication skills, written and verbal, in English and Afrikaans
- Planning, prioritising and organisational
- Negotiation/influencing skills
- Attributes- Assertive
- Honesty, integrity and respect
- Teamwork
- Can-do attitude
- Performance driven
- To apply-
**Qualification and Experience**
- Grade 12 with 3 to 4 years related experience.**Knowledge and Skills**
- Financial advice and support- Assist with production target achievement- Compliance- Partnership and network building**Personal Attributes**
- Business insight - Contributing independently- Communicates effectively - Contributing independently- Action orientated - Contributing independently- Plans and aligns - 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- Drives results - Contributing independently- Collaborates - Contributing independently- Being resilient - Contributing independently**Turnaround time**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.
-
Client Relations Consultant
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Client Service Consultant: Niche
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Client Service Consultant Stockbroking(Gi)
7 days ago
Tygervalley, 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...
-
Client Service Consultant: Email Team
4 weeks ago
Tygervalley, 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...
-
Insurance Consultant
4 weeks ago
Tygervalley, South Africa Santam Full timeWho are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...
-
Business Consultant: Business Change
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho 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...
-
SAP Fi Consultant 12+ Months
6 days ago
Tygervalley, South Africa Full Circle Resourcing Full timeOur client is seeking an experienced SAP FI Consultant. **POSITION**: Contract role until December 2024. **REQUIREMENTS**: - A minimum of 7 years of SAP consulting experience with at least 5 years in Finance. - Minimum 2 end to end implementations; - Accounting knowledge required; - Some business travel may be required. **#isanqa #isanqajobs #SAPFI...
-
SAP Fi Functional Consultant
6 days ago
Tygervalley, South Africa Full Circle Resourcing Full timeOur client is seeking an experienced SAP FI Functional Consultant. **POSITION**: Contract role until December 2024. **REQUIREMENTS**: - 6- 8 years of experience in a similar role. - Some business travel may be required. **THE ROLE**: - Analyse impacts of changes to COA / CC / PC on FIN. - Align on approach for RICEFW's and 3rd party impacts. - Analyse,...
-
Actuarial Consultant
7 days ago
Tygervalley, South Africa Sanlam Full timeWho 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...
-
IT Service Desk Consultant 1
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho we are? Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients. **We take particular pride in**: - Sanlam’s longevity and innovation -...
-
Sales Support Administrator
7 days ago
Tygervalley, South Africa SA Home Loans Full time**KEY RESPONSIBILITIES**: - Ensure all client, consultant and agent relationships are maintained. **Effective Sales Support to Sales Consultants** - Administration **Effective Client Liaison** - Assist with client matters **Adhoc duties** - Relieve the Switchboard when necessary. Assist with existing client matters where these cannot be referred to...
-
Office Manager
4 weeks ago
Tygervalley, South Africa Exceed Recruitment and Human Resource Consultants Full time**Reference**: 9219 MLR **Consultant**: Michelle le Roux Being the face of the business in the front of house Answer phone calls and greet guests Arrange and manage travel, accommodation and transport for staff members locally and internationally Schedule meetings and manage calendars for the Managing Director and professional team on request Organise...
-
Internal Sales
4 weeks ago
Tygervalley, South Africa Adzuna ZA B C2 Full timeREQUIREMENTSMatric, relevant qualification advantageousPrevious sales experience is preferred but not essentialHospitality background will be advantageousExcellent communication and interpersonal skillsAbility to work under pressure and prioritise tasksOutstanding analytical, organizational, and time management skillsExceptional customer service...
-
Office Manager
4 weeks ago
Tygervalley, South Africa Exceed Recruitment and Human Resource Consultants Full time**Reference**: 9219 MLR **Consultant**:Michelle le Roux - Being the face of the business in the front of house - Answer phone calls and greet guests - Arrange and manage travel, accommodation and transport for staff members locally and internationally - Schedule meetings and manage calendars for the Managing Director and professional team on request -...
-
Tygervalley, South Africa Sanlam Full timeWho 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...
-
New Business Helpdesk Consultant
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Senior Actuarial Specialist
5 days ago
Tygervalley, South Africa Sanlam Full timeSanlam Corporate Investments is a leading provider of investment and retirement fund solutions for Corporates and Retirement Funds. The team specialises in pre - and post-retirement investment solutions, including annuities, smoothed bonus portfolios, pooled and tailored investment solutions. Sanlam Corporate Investments is passionate about developing...
-
HR Business Partner
3 weeks ago
Tygervalley, South Africa PSG Konsult Full timeCompany industry: Financial Services Job location: Bellville Career level: Intermediate Employment status: Full Time Qualification: Diploma / Degree Years of experience: 3 years PSG's commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In...
