Client Service Consultant Operations Specialist

4 weeks ago


Cape Town, Western Cape, South Africa Sanlam Full time
Job Title: Client Service Consultant Operations: Indexing

About the Role:

We are seeking a highly organized and detail-oriented Client Service Consultant Operations: Indexing to join our team at Sanlam. As a key member of our operations team, you will be responsible for efficiently verifying and allocating various instructions to the different teams, received by Glacier.

Key Responsibilities:

  • Verify instructions received in our various mailboxes and accurately direct them to the internal workflow system according to specific work types.
  • Index and scan documentation on the company's internal system within Service Level Agreement times.
  • Investigate causes of undelivered mail (post or email) and rectify the address on record where necessary.
  • Recon of all incoming emails and faxes.
  • Participate in training and development programs to enhance your skills and knowledge.
  • Contribute to the continuous improvement of our processes and services.

Requirements:

  • Matric / Grade 12 qualification.
  • Relevant tertiary qualification (advantageous).
  • Preference will be given to candidates with indexing experience.
  • 2 years' experience in finance or investment industry.
  • Ability to communicate fluently (verbal and written) in both Afrikaans and English.

What We Offer:

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.

How to Apply:

Please submit your application by the closing date of 25 October 2024. The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.



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