Client Service Consultant: Communication Centre Fixed Term Contract

2 weeks ago

Cape Town, South Africa Sanlam Limited Full time

Location:

Tygervalley, Western Cape, ZA

Who are we?

Glacier by Sanlam brings together leading 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. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit and finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

What will make you successful in this role?

Job purpose

To be responsible for all client contact (telephonic, e-mail and walk-in). This role offers the opportunity to continue your career in financial services in a highly respected client services team.

Key outcomes

1. Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
2. Assisting clients with investment administration queries
3. Providing investment and product information to IFA’s and investors
4. Involved in ad-hoc client services projects
5. Assist with benefit counselling

Qualifications and experience

1. Matric / Grade 12 including Pure Mathematics
2. A relevant financial degree / qualification advantageous
3. Experience in finance or investment industry advantageous
4. Exceptional communication skills in English – Written and Verbal

Attributes

1. Positive, enthusiastic attitude
2. Teamwork
3. Ability to thrive under pressure
4. Honesty, integrity and respect
5. Ability to adapt to change

Please submit your application by 08 January 2025.

Knowledge and Skills

1. Financial advice and support
2. Assist with production target achievement
3. Compliance
4. Partnership and network building

Personal Attributes

1. Business insight - Contributing independently
2. Communicates effectively - Contributing independently
3. Action orientated - Contributing independently
4. Plans and aligns - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

1. Cultivates innovation - Contributing independently
2. Customer focus - Contributing independently
3. Drives results - Contributing independently
4. Collaborates - Contributing independently
5. Being resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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