Client Service Consultant Operations Specialist

2 months 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.

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