Client Services Consultant Operations: Maintenance
2 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 Operations 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 Consultant Operations:
Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal requirements
- 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 the Workflow System is updated accurately with progress notes at all times
- Adhering to all relevant business processes
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 timeously 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
- Always living the Glacier Values
Adhoc Tasks
- Client service project involvement as required
- Resolving queries received from various stake holders timeously
- Assist the Processing Floor where assistance is required What will make you successful in this role?
Qualifications and Experience
- Matric / Grade 12 (Essential)
- Relevant tertiary qualification (Advantageous)
- Linked Investment Service Provider experience is a must
- Ability to fully converse in English
Competencies
- Being Resilient
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (working late)
- Ownership
- Decision making and accountability
- Strong verbal and written communication skills (English)
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 Qualification and Experience Grade 12 with 1 to 2 years related experience. Knowledge and Skills General Administrative Practices Risk, debt, MI and budgeting Logistical and events/meeting co-ordination Client relationship management Personal Attributes Interpersonal savvy - Contributing independently Decision quality - Contributing independently Action orientated - 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 Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collaborates - Contributing independently Being resilient - 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. T
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