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Client Service Consultant Operations Specialist

2 months ago


Cape Town, Western Cape, South Africa Sanlam Full time

About Us

Sanlam is a leading financial services company that brings together 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.

Job Purpose

The Client Service Consultant Operations Specialist will contribute to the high standard of quality by efficiently verifying and allocating various instructions to the different teams, received by Sanlam.

Key Responsibilities

  • Verify instructions received in 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 and rectify the address on record where necessary.
  • Recon all incoming emails and faxes.

Technical Requirements

  • 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.
  • Ensure an understanding of all Sanlam's offerings and the ability to apply that understanding to daily outputs.

Protecting the Sanlam Brand and Building Relationships

  • Play a key role in fostering client-centric behavior for retention of clients.
  • Build and establish relationships with internal departments to enhance organizational effectiveness and efficiency.
  • Active participation in the business's continuous improvement by identifying and proposing solutions to process and service-related failures.
  • Actively display the Sanlam Culture.

Ad Hoc Tasks

  • Client service project involvement as required.
  • Resolving queries received from various stakeholders timeously.
  • Assist the Processing Floor where assistance is required.

Requirements

  • Matric / Grade 12.
  • 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.

Skills and Competencies

  • Growth mindset and resilience.
  • Performance-driven individual who thrives on challenges.
  • High adaptability and agility.
  • Strong focus on client needs with empathy and client-centricity.
  • Exceptional verbal and written communication skills.
  • Ability to handle complexity and high-pressure environments.
  • Analytical thinking, attention to detail, and problem-solving abilities.
  • Genuine passion for people and commitment to service excellence.
  • Dedication to building meaningful client relationships.
  • Willingness to work flexibly, including overtime, to meet client and business demands.
  • Strong commitment to honesty, integrity, and respect.
  • Positive, enthusiastic, can-do attitude.
  • Ability to thrive both independently and within a team environment.