Client Service Consultant Gi
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 following outcomes will be expected to be achieved by the Client Services Consultant (GI):
Verifying of Instructions received from various stakeholders
To update client instructions into the administration system and ensuring the constant update of the workflow system
To ensure that all client instructions received comply with Business Rules and Bermudian legal regulations
To assist in preventing fraud and money laundering by adhering to Bermudian legal and business requirements
To perform risk ratings and due diligence on all clients, including Offshore Trusts and companies.
To liaise with the relevant role players e.g. intermediaries/ clients/broker consultants and obtain any outstanding information/ documentation or to clarify instructions received
To liaise with Offshore administrators to ensure that all the client’ instructions are finalised
To co-ordinate the new business account opening procedures with the administrator and offshore stockbrokers
To attend queries related to investments in the Glacier International product set
Reporting
Ensure that you report suspicious activities timeously to the relevant Departments
Reporting of service failures to the relevant Senior Consultant and then escalated to Client Services Manager.
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
Qualifications and experience
Matric/ Grade 12
1 to 2 years’ experience in the Offshore Investments environment is essential
A tertiary qualification will be an advantage
Proven track record in providing excellent client service
Excel intermediate level
Strong verbal and written communication skills (English)
Competencies
Being Resilient
Drives Results
Cultivates Innovation
Collaborates
Client Focus
Attention to Detail
Accuracy
Flexibility (overtime)
Ownership
Decision making and accountability
Attributes
Positive, can do attitude
Self-motivated
Honesty, integrity and respect
Ability to perform under pressure and adapt to change
Resilience and Tenacity
Assertive and confident
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.
-
Client Service Consultant Stockbroking(Gi)
1 week ago
Tygervalley, South Africa Sanlam Full time**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...
-
Offshore Specialist Gi
4 weeks ago
Tygervalley, South Africa Sanlam Full time**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...
-
Client Service Consultant: Life Investments
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWhat will you do? **The Client Service Consultant**: Life Investments will be responsible for the administration and coordination of the investment process. This will be achieved by actively contributing to the high standard of quality and service delivery by effectively verifying and efficiently processing instructions received by Glacier. Providing...
-
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Client Service Consultant: Niche
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Client Relations Consultant
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Client Service Consultant: Email Team
4 weeks ago
Tygervalley, South Africa Sanlam Full time**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...
-
Client Relationship Consultant: Niche
15 hours ago
Tygervalley, South Africa Sanlam Full time**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...
-
Client Service Officer
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho 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 -...
-
Business Support Specialist Gi
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Insurance Consultant
4 weeks ago
Tygervalley, South Africa Santam Full timeWho are we? 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 centred...
-
IT Service Desk Consultant 1
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho 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 -...
-
Financial Consultant
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Client Solutions Specialist
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho are we? Sanlam Specialised Finance (SanFin) is responsible for creation of shared value for Sanlam, its shareholders, policy holders, and societies with in which it operates by managing financial risk, developing financial products, and balance sheet optimisation, pursuing investments and financing opportunities in assets, sectors, markets,...
-
SAP Fi Consultant 12+ Months
7 days ago
Tygervalley, South Africa Full Circle Resourcing Full timeOur client is seeking an experienced SAP FI Consultant. **POSITION**: Contract role until December 2024. **REQUIREMENTS**: - A minimum of 7 years of SAP consulting experience with at least 5 years in Finance. - Minimum 2 end to end implementations; - Accounting knowledge required; - Some business travel may be required. **#isanqa #isanqajobs #SAPFI...
-
Business Consultant: Business Change
4 weeks ago
Tygervalley, South Africa Sanlam Full timeWho 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...
-
Sales Consultant
4 weeks ago
Tygervalley, South Africa Global Talent Solutions Full timeSales Consultant Tygervalley **Requirements**: Matric is a must 1-5 Years Sales Experience Ideally someone from the Telecoms or Retail industry Must have a car and drivers’ licence Must have excellent Communication skills, be fluent in English / Afrikaans Must be a team player and be able to work well under pressure. Self-motivated and a real go...
-
SAP Fi Functional Consultant
7 days ago
Tygervalley, South Africa Full Circle Resourcing Full timeOur client is seeking an experienced SAP FI Functional Consultant. **POSITION**: Contract role until December 2024. **REQUIREMENTS**: - 6- 8 years of experience in a similar role. - Some business travel may be required. **THE ROLE**: - Analyse impacts of changes to COA / CC / PC on FIN. - Align on approach for RICEFW's and 3rd party impacts. - Analyse,...
