Client Services Consultant Operations
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 validation and 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 Services Consultant Operations - Validations and Processing:
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
Qualifications and Experience
Matric / Grade 12
Relevant tertiary qualification (Advantageous) Linked Investment Service Provider experience in a validations and processing role of at least 3 to 5 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
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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