Client Service Consultant Operations Specialist

4 weeks ago


Cape Town, Western Cape, South Africa Sanlam Full time

About the Role

We are seeking a highly skilled Client Service Consultant Operations: Indexing 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 Responsibilities

  • Verify and allocate client instructions received through various channels, ensuring timely and accurate processing.
  • Index and scan documentation on our internal system, meeting Service Level Agreement times.
  • Investigate and resolve issues related to undelivered mail, updating addresses as necessary.
  • Recon all incoming emails and faxes, ensuring seamless communication.

Technical Requirements

  • Complete online, classroom, and self-study training, passing all assignments and assessments within the agreed timeframe.
  • Develop a thorough understanding of Glacier's offerings and apply this knowledge to daily tasks.

Protecting the Glacier Brand and Building Relationships

  • Foster client-centric behavior to retain clients.
  • Establish relationships with internal departments to enhance organizational effectiveness and efficiency.
  • Contribute to the business's continuous improvement by identifying and proposing solutions to process and service-related failures.

Ad Hoc Tasks

  • Participate in client service projects as required.
  • Resolve queries from various stakeholders in a timely manner.
  • Assist the Processing Floor as needed.

Requirements

  • Matric/Grade 12 qualification.
  • Relevant tertiary qualification (advantageous).
  • Preference given to candidates with indexing experience.
  • 2 years' experience in the finance or investment industry.
  • Fluent communication skills in Afrikaans and English.

About Us

At Sanlam, we pride ourselves on building strong, lasting relationships with our employees. We offer opportunities for growth and development, and our five business clusters provide a diverse range of career paths.



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