Client Service Consultant Operations: Indexing

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**: Indexing will contribute to the high standard of quality by efficiently verifying and allocating various instructions to the different teams, received by Glacier.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations: Indexing

Verifying of Instructions received in our various mailboxes
Accurately verifying and directing the various instructions received from internal and external parties on the internal workflow system according to specific work types
Indexing and scanning of documentation on the company’s internal system within Service Level Agreement times
Technical care
Training will be a combination of online, classroom and self-study which must all be attended
Complete and pass all assignments and assessments within the agreed timeframe
Protecting the Glacier Brand and building relationships
Play a key role in fostering client centric behaviour for 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
Actively displaying the Glacier Culture
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)
1 years’ experience in finance or investment industry
Ability to communicate fluently (verbal and written) in both Afrikaans and English
Competencies
Client Focus
Cultivates innovation
Collaborates
Drives results
Being Resilient
Accuracy
Ability to work under pressure
Communication Skills (English and Afrikaans)
Flexibility (overtime)
Decision making and accountability
Computer Skills (MS Office)
Attributes
Positive, enthusiastic attitude
Teamwork
Ability to thrive under pressure
Honesty, integrity and respect
Ability to adapt to change
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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