Client Service Consultant Operations Specialist

4 weeks ago

Cape Town, Western Cape, South Africa Sanlam Full time

About Us

Glacier by Sanlam is a leading provider of investment solutions, bringing together experts and respected financial services companies to meet clients' needs. Our focus is on delivering high-quality services through specialist teams, partnering with acclaimed financial intermediaries, and offering superior products and solutions.

Job Purpose

The 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 will also provide 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 about 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 the relevant departments.
  • Participate in training and product assessments, ensuring technical understanding of Glacier's offerings.
  • Liaise with Compliance/Legal on complex cases and report back to the team.
  • Foster positive client relationships and retain clients.
  • Build relationships with internal departments to enhance organisational effectiveness and efficiency.
  • Participate in the business's 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 is 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.
  • Willingsness 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.

Career Opportunities

We're committed to building strong, lasting relationships with our employees. We offer many opportunities for growth and development through our five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office.

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