Client Services Consultant Operations: Alterations
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. Job Purpose
The Client Service Consultant will be responsible for the capturing of investment related instructions received from various stakeholders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as always providing excellent client services to all stakeholders. Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations: Alterations (Switches):
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 always updated accurately with progress notes
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 - non-negotiable
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
Qualifications and Experience
Matric / Grade 12 (Essential)
Relevant tertiary qualification (Advantageous)
Linked Investment Service Provider (LISP) experience in a processing role of at least 2 years is compulsory
Ability to fully converse in English
Ability to converse in Afrikaans (Advantageous)
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
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
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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