Edd Resolutions Consultant

3 weeks ago

Bellville, South Africa Sanlam Full time

Who 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
- People, teamwork and values
- A culture of diversity and commitment to growing our own timber
- Our robust, tested and proven pragmatic investment process and philosophy

Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager - both locally and internationally. Our active funds range are managed according to our pragmatic value investing style. Position description:
The EDD role currently sits in the new business onboarding team and is responsible for investigating and handling all due diligence cases in a manner that will enable the business to meet its requirements for AML standards and other regulatory requirements. Due diligence is conducted prior to transacting and during the course of the business relationship. The EDD consultant will also conduct screening of all high-risk clients identified through the onboarding process as well as those identified as part of batch screening. The main objective is to deliver high-quality and efficient data-capturing services to facilitate proper KYC and AML processes are adhered to through the investment instruction management of SCI investors.

**Minimum requirements**: Minimum of 2 years’ experience within the Financial Services environment or minimum two years in Client servicing role within SCI Relevant business degree (Essential) Excellent verbal and written communication skills (Essential) Knowledge and interest in finance and investment management. (Essential) Knowledge of SCI processes and policies Multilingual (Desirable) Relevant Tertiary qualification Experience in unit trust/investment industry (Beneficial) Anti-money laundering experience/ qualification and/or Compliance management qualification will be an advantage

**Competencies**: Strong verbal and written communication skills Numeric ability Client focused, friendly and empathetic manner Accuracy and attention to detail Self-Control Initiative Analytical Thinking Professionalism Administration Skills Adaptability Stress tolerance Ability to relate to others Ability to deal with complexity. Ability to prioritise and function positively under pressure Ability to function as part of a team Accept accountability and take responsibility for tasks done Computer literacy Long term orientation Flexibility dealing with shift work

**Knowledge and Skills**: Compliance monitoring Administration Ensures quality advice and training on compliance and accreditation Business processes Services knowledge
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. 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 ensure 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 Resolution Consultant

    3 weeks ago

    Bellville, South Africa Santam Full time

    About the Company 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...

  • Service Consultant

    5 days ago

    Bellville, South Africa Health Solutions Full time

    **Introduction** Momentum Health Solutions,an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in different segments and maximize lifetime client value. We build and maintain a culture of innovation, and create value through unique insights into how to achieve specific outcomes by...

  • Fpm Consultant

    3 weeks ago

    Bellville, South Africa Venncubed Full time

    It is an extraordinary time to be in business. As digital transformation continues to accelerate, Venn Cubed is at the center of this change—supporting our clients’ digital journeys and offering our professionals exciting career opportunities. Venn Cubed is seeking to appoint a mid-level FPM Consultant with 2+ years’ experience to join our dynamic...

  • Service Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa Health Solutions Full time

    IntroductionMomentum Health Solutions,an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in different segments and maximize lifetime client value. We build and maintain a culture of innovation, and create value through unique insights into how to achieve specific outcomes by using a...

  • Human Capital Consultant

    4 weeks ago

    Bellville, South Africa Health Solutions Full time

    **Introduction** Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using...

  • Client Services Consultant: Human Capital: Shared

    1 week ago

    Bellville, South Africa Sanlam Full time

    **Who are we?** Sanlam was established as a life insurance company in South Africa but has since transformed into a diversified financial services group that operates across the African continent, India, Malaysia and selected developed markets, with listings on the Johannesburg, A2X and Namibian stock exchanges. In 2018 the Group celebrated its centenary as...

  • Commercial Administrator

    2 weeks ago

    Bellville, South Africa Exceed Recruitment and Human Resource Consultants Full time

    **Reference**: 9328 CM **Consultant**: Christa Mostert Ensure rebate claims are submitted and paid according to agreed time lines Ensure IC is updated weekly as per the procedure Ensure recons are done with shipping lines according to time lines Once reconciled ensure its invoiced to the shipping line Follow up on payment of invoices and report any...

  • Human Capital Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa Health Solutions Full time

    IntroductionMomentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a...

  • Regulatory Specialist

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    Who 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 -...

  • Client Services Consultant: Human Capital: Shared

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?Sanlam was established as a life insurance company in South Africa but has since transformed into a diversified financial services group that operates across the African continent, India, Malaysia and selected developed markets, with listings on the Johannesburg, A2X and Namibian stock exchanges. In 2018 the Group celebrated its centenary as well...

  • Client Service Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    The overall purpose of the roleThe incumbent is responsible for providing excellent client services to a portfolio of clients by efficiently managing human capital queries, any claims and all other medical scheme, gap and medical insurance related queries. Key ResponsibilitiesProvide an effective and efficient administrative channel between clients and...

  • Sales Team Leader

    1 week ago

    Bellville, South Africa Call Centre Staffing Full time

    Western Cape, Bellville **Responsibilities** - Set goals with team members. - Motivation and coaching. - Resolve people-related problems e.g. conflict of interest, absenteeism and disciplinary matters. - Vesting and training of new Consultants in the contact centre. - Drive the achievement of project and campaign targets. - Escalate call resolution and...

  • Client Service Consultant

    1 week ago

    Bellville, South Africa Sanlam Full time

    The overall purpose of the role The incumbent is responsible for providing excellent client services to a portfolio of clients by efficiently managing human capital queries, any claims and all other medical scheme, gap and medical insurance related queries. Key Responsibilities Provide an effective and efficient administrative channel between clients and...

  • Commercial Administrator

    2 weeks ago

    Bellville, South Africa Exceed Recruitment and Human Resource Consultants Full time

    **Reference**: 9328 CM **Consultant**:Christa Mostert - Ensure rebate claims are submitted and paid according to agreed time lines - Ensure IC is updated weekly as per the procedure - Ensure recons are done with shipping lines according to time lines - Once reconciled ensure its invoiced to the shipping line - Follow up on payment of invoices and report...

  • Service Providers Practice Consultant

    7 days ago

    Bellville, South Africa HRInsync Full time

    **Company** Top Medical Aid company in SA striving to be #1! **Purpose** To provide optimal, "Personally Yours" support to the healthcare providers on the network, expand the network and promote the Scheme. **Responsibilities** - Proactive Management for short paid claims and Overcharged Claims - Increase referrals to top-ranked specialists - Compile,...

  • Healthcare Consultant

    3 weeks ago

    Bellville, South Africa Sanlam Full time

    Who are we? Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health andinvestment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sectorby providing an awesome client experience and comprehensive solutions that enable the financial resilienceand prosperity of those...

  • Associate Healthcare Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those...

  • Sales Team Leader

    1 week ago

    Bellville, South Africa Call Centre Staffing Full time

    **Responsibilities** - Set goals with team members. - Motivation and coaching. - Resolve people-related problems e.g. conflict of interest, absenteeism and disciplinary matters. - Vesting and training of new Consultants in the contact centre. - Drive the achievement of project and campaign targets. - Escalate call resolution and provision of project and...

  • Sales Team Leader

    2 weeks ago

    Bellville, Western Cape, South Africa Call Centre Staffing Full time

    Western Cape, BellvilleResponsibilities Set goals with team members. Motivation and coaching. Resolve peoplerelated problems e.g. conflict of interest, absenteeism and disciplinary matters. Vesting and training of new Consultants in the contact centre. Drive the achievement of project and campaign targets. Escalate call resolution and provision of project...

  • Service Providers Practice Consultant

    2 weeks ago

    Bellville, Western Cape, South Africa HRInsync Full time

    CompanyTop Medical Aid company in SA striving to be #1PurposeTo provide optimal, "Personally Yours" support to the healthcare providers on the network, expand the network and promote the Scheme.Responsibilities Proactive Management for short paid claims and Overcharged Claims Increase referrals to topranked specialists Compile, share and regularly update Q &...