Client Service Consultant Operations Specialist

2 weeks ago

Cape Town, Western Cape, South Africa Sanlam Full time

About the Role

We are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.

Key Responsibilities

  • Verify instructions received from various stakeholders, ensuring compliance with business rules and legal regulations.
  • Liaise with relevant role players to obtain outstanding information or clarify instructions.
  • Inform stakeholders via telephonic contact or email on the progress of instructions.
  • Update the workflow system with progress.
  • Capture valid instructions timeously and accurately on our processing system.
  • Report suspicious activities and service failures to relevant departments.
  • Participate in training sessions and complete assignments within agreed timeframes.
  • Pass in-house product and process assessments.
  • Liaise with Compliance/Legal on complex FICA and business requirements.
  • Play a key role in fostering positive client relationships and retention.
  • Build relationships with internal departments to enhance organisational effectiveness and efficiency.
  • Participate in continuous improvement by identifying and proposing solutions to process and service-related failures.

Requirements

  • Recent graduates with under 2 years of work experience.
  • Relevant tertiary qualification.
  • Linked Investment Service Provider experience (advantageous).

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.

About Sanlam

We're a leading financial services company that prides ourselves on building strong, lasting relationships with our employees. We offer many opportunities for growth and development through our five business clusters.

  • Client Service Consultant Operations Specialist

    1 week ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant Operations Specialist to join our team at Sanlam. As a key member of our operations team, you will play a critical role in ensuring the efficient processing of client instructions and maintaining the highest level of quality in our services.Key ResponsibilitiesVerify and allocate client...

  • Client Service Consultant Operations Specialist

    6 days ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleThe Client Service Consultant Operations will be responsible for capturing investment-related instructions accurately and timeously, contributing to the high standard of quality and service delivery by Glacier. This role requires excellent client services to all stakeholders at all times.Key ResponsibilitiesVerify instructions received from...

  • Client Service Consultant Operations Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About UsSanlam 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...

  • Client Service Consultant Operations Specialist

    6 days ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...

  • Client Service Consultant Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...

  • Client Service Consultant Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...

  • Client Service Consultant Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Client Service Consultant Operations to join our team at Sanlam. As a key member of our operations team, you will be responsible for capturing investment-related instructions accurately and timeously, ensuring high-quality service delivery and providing excellent client services to all stakeholders.Key...

  • Client Operations Specialist

    7 days ago

    Cape Town, Western Cape, South Africa TalentCru Full time

    Job Title: Client Operations SpecialistAre you passionate about investments and seeking a rewarding career in fiduciary asset management? Do you have strong communication and interpersonal skills? Are you highly organized and adaptable, with a strong ethical base? If so, this position might be for you.About the RoleThe Client Operations Specialist will...

  • Travel Consultant

    6 days ago

    Cape Town, Western Cape, South Africa Zeebra Junction Specialist Recruitment Full time

    Job Title: Travel ConsultantZeebra Junction Specialist Recruitment is seeking a highly experienced Travel Consultant to join our team. As a key member of our sales team, you will be responsible for designing and selling unique and high-quality African travel itineraries to discerning clients.Key Responsibilities:Communicate with clients to understand their...

  • Senior Travel Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Zeebra Junction Specialist Recruitment Full time

    {"title": "Senior Travel Consultant", "content": "Job SummaryZeebra Junction Specialist Recruitment is seeking a highly experienced Senior Travel Consultant to join our team. As a key member of our sales team, you will be responsible for designing and selling unique African travel itineraries to discerning clients.Key ResponsibilitiesCommunicate with clients...

  • Client Operations Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa TalentCru Full time

    About the RoleTalentCru is seeking a highly skilled and detail-oriented Client Operations Specialist to join our team. As a key member of our operations team, you will be responsible for providing administrative support and ensuring smooth operational processes for client accounts.Key ResponsibilitiesClient Onboarding and Account ManagementComplete client...

  • Client Service Consultant

    3 weeks ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    About Rory Mackie & AssociatesWe are seeking a highly skilled Client Service Consultant to join our dynamic and resilient client-focused team. As a Client Service Consultant, you will play a critical role in delivering superior service to our clients, ensuring their complete satisfaction with our company and service.Key Responsibilities:Portfolio Servicing...

  • Senior Travel Consultant

    1 week ago

    Cape Town, Western Cape, South Africa Zeebra Junction Specialist Recruitment Full time

    Key ResponsibilitiesWe are seeking a highly experienced Senior Travel Consultant to design and sell unique African travel itineraries to discerning clients. As a key member of our sales team, you will be responsible for communicating with clients to understand their travel preferences and managing bookings and relationships with suppliers, partners, and...

  • Investment Client Service Specialist

    6 days ago

    Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    Client Service SpecialistAt Rory Mackie & Associates, we are seeking a highly skilled Client Service Specialist to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide timely and effective responses to client...

  • Client Services Specialist

    2 weeks ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job SummaryWe are seeking a highly skilled and experienced Client Services Specialist to join our team at Nedbank. The successful candidate will be responsible for building and maintaining strong relationships with investors and financial planners, providing exceptional service experiences and delivering long-term value to our clients.Key...

  • Client Services Consultant: Glacier International

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    About UsSanlam 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...

  • Client Services Specialist

    1 week ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job SummaryWe are seeking a skilled Client Services Consultant to join our team in Cape Town. As a key member of our team, you will be responsible for delivering exceptional service experiences to investors and financial planners.Key ResponsibilitiesProvide client services via various communication channels, ensuring timely and effective resolution of...

  • Safari Operations Specialist

    11 hours ago

    Cape Town, Western Cape, South Africa ABC Worldwide Full time

    Job Title: Safari Operations ConsultantJoin ABC Worldwide, a leading safari operator, as a Safari Operations Consultant. In this role, you will be responsible for managing the administrative and operational tasks of the sales process, working closely with East Africa Specialists to ensure seamless client experiences.Responsibilities:Manage the sales process...

  • Client Services Specialist

    1 week ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job SummaryWe are seeking a skilled Client Services Consultant to join our team in Cape Town. As a key member of our team, you will be responsible for delivering exceptional service experiences to investors and financial planners.Key ResponsibilitiesProvide client services via various communication channels, ensuring timely and effective resolution of...

  • Snr Sales Operations Consultant

    6 days ago

    Cape Town, Western Cape, South Africa ABC Worldwide Full time

    Job Title: Snr Sales Ops ConsultantAt ABC Worldwide, we are seeking a highly skilled and experienced Snr Sales Ops Consultant to join our team. As a key member of our sales operations team, you will play a critical role in ensuring the smooth operation of our sales processes and providing exceptional customer service to our clients.Key...