Client Service Consultant:operations New Business

2 weeks ago

Tygervalley, South Africa Sanlam Full time

**Who 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 financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

**Job purpose**
- 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 regulations
- 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 Workflow system is updated at all times with progress

**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 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
- Liaise with Compliance / Legal on cases where FICA and Business requirements are complex and report back to the Team and document the scenario and outcome

**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
- Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures

**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- Relevant tertiary qualification and/or relevant work experience (Essential)
- Linked Investment Service Provider experience (Advantageous)
- Ability to fully converse in English
- Competencies- Being Resilient
- Driving Results
- Cultivates Innovation
- Customer Focus
- Attention to Detail
- Accuracy
- Flexibility (overtime)
- 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 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.**Turnaround time**Our commitment to transformation**
- 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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