Client Services Consultant
5 days ago
Client Services Consultant
Date: 12 Dec 2024
Location:
Johannesburg, Gauteng, ZA
Company: Sanlam Group
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.
What will you do?
To be responsible for all client contact (e-mail, telephonic, and walk-in).
Key outcomes
The following outcomes will be expected to be achieved by the Client Services Consultant
- Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
- Assisting clients with investment administration queries
- Providing investment and product information to IFA’s and investors
- Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
- Involved in ad-hoc client services projects
Qualifications and experience
- Matric / Grade 12
- The relevant financial qualification preferred
- 3 years Finance or Investment industry experience essential
- Microsoft CRM experience essential
- 1 - 2 years Call Centre or Customer Service Experience
Competencies
- Client focused
- Collaborates
- Drive Results
- Cultivate Innovation
- Be Resilient
- Problem solving skills
- Adaptability
- Interpersonal Skills
- Computer Literacy
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Ability to adapt to change
What will make you successful in this role?
Qualification and Experience
Grade 12 or Diploma with 3 to 4 years related experience.
Knowledge and Skills
General Administrative Practices
Risk, debt, MI and budgeting
Logistical and events/meeting co-ordination
Client relationship management
Personal Attributes
Interpersonal savvy - Contributing independently
Decision quality - Contributing independently
Action orientated - Contributing independently
Optimises work processes - 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
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
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.
-
Client Service Consultant
1 month ago
Johannesburg, Gauteng, South Africa Isilumko Staffing (JHB) Full timeJob Title: Client Service ConsultantIsilumko Staffing (JHB) is seeking an experienced Client Service Consultant to join their team. The successful candidate will be responsible for providing exceptional client service and support in a fast-paced financial environment.Key Responsibilities:Engage with clients to understand their financial needs and provide...
-
Client Service Consultant
6 months ago
Johannesburg, South Africa FirstRand Full timeJob Description Hello Future Client Service Consultant Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our talent team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up...
-
Client Services Consultant
1 month ago
Johannesburg, Gauteng, South Africa Isilumko Staffing (JHB) Full timeClient Services ConsultantIsilumko Staffing (JHB) is seeking an experienced Client Services Consultant to join their team on a 6-month contract. As a key member of the team, you will be responsible for providing exceptional client service and support.Key Responsibilities:Provide top-notch client service and supportAct as primary contact for traders and...
-
Client Services Consultant
6 months ago
Johannesburg, South Africa Aon Corporation Full timePosting Description: **Client Services Consultant**: Are you ready for the next step in your insurance experience? Do you have personal lines and commercial experience? Passionate about client service? Read on!! Aon South Africa is recruiting a Client Service Consultant in our High Volume Client Service Centre based on a hybrid basis from our Head Office in...
-
Client Services Consultant
3 months ago
Johannesburg, South Africa Aon Corporation Full timePosting Description: **Client Services Consultant**: Are you ready for the next step in your personal lines insurance career? Passionate about client service? Read on!! Aon South Africa is recruiting a Client Service Consultant in our High Volume Client Service Centre based on a hybrid basis from our Head Office in Sandton. The role of the client service...
-
Client Services Consultant
2 months ago
Johannesburg, South Africa Aon Corporation Full timePosting Description: Client Services Consultant Are you ready for the next step in your personal lines insurance career? Passionate about client service? Read on!! Aon South Africa is recruiting a Client Service Consultant in our High Volume Client Service Centre based on a hybrid basis from our Head Office in Sandton. The role of the client service...
-
Client Service Consultant
2 weeks ago
Johannesburg, South Africa Sanlam Full timeClient Service Consultant Date: 2 Dec 2024 Location: Johannesburg, Gauteng, ZA Company: Sanlam Group About the Company Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging...
-
Client Service Consultant
6 months ago
Johannesburg, South Africa FirstRand Full timeJob Description Dear Future, Client Service Consultant Are you someone who can: - Manage costs / expenses within approved budget to achieve cost efficiencies - Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions - Manage existing clients and grow portfolio through making contact and...
-
Client Service Consultant
2 months ago
Johannesburg, South Africa FirstRand Full timeJob Description Hello Future Client Service Consultant Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in Wealth and Investments, you will be surrounded by unique talents, diverse minds, and an adaptable...
-
Client Service Consultant
7 months ago
Johannesburg, South Africa FirstRand Full timeJob Description Hello Future Client Service Consultant Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As part of our team in Wealth and Investments, you will be surrounded by unique talents, diverse minds, and an adaptable...
-
Client Service Consultant
4 weeks ago
Johannesburg, South Africa Santam Insurance Full timeSantam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centered on our...
-
Sales Consultant
2 weeks ago
Johannesburg, South Africa Marvel Placement Consultant Full timeJob title : Sales Consultant (External)Job Location : Gauteng, JohannesburgDeadline : December 06, 2024Quick Recommended Links Jobs by Location Job by industries Sales Consultant (External) Our client, an industry leader in billboard advertising, is actively looking for a dynamic and motivated Sales Consultant to become part of their team based in...
-
Client Service Consultant
3 months ago
Johannesburg, South Africa Sanlam Full timeAbout the Company- Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.- Our success is rooted in our passion for our clients and everything we do is...
-
Client Service Consultant
6 months ago
Johannesburg, South Africa Sanlam Full time**Who are we?** Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...
-
Client Service Consultant
2 months ago
Johannesburg, South Africa Sanlam Full timeAbout the Company Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...
-
Client Service Consultant
6 months ago
Johannesburg, South Africa Santam Full timeWho are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...
-
Client Service Consultant
6 months ago
Johannesburg, South Africa Sanlam Full timeWho are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...
-
Client Consultant
4 months ago
Johannesburg, South Africa RENACIDO EMPORIA Full time**Job Title**: Client Consultant **Location**: Johannesburg, South Africa **Remote Working**: Remote working not available We are seeking a highly motivated Client Consultant to join our team. As a Client Consultant, you will be responsible for managing and developing relationships with our clients, understanding their business needs, and providing them...
-
Client Service Consultant: Retentions
6 months ago
Johannesburg, South Africa Sanlam Full timeAbout the Company- Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.- Our success is rooted in our passion for our clients and everything we do is...
-
Private Client Service Consultant
3 months ago
Johannesburg, South Africa Aon Corporation Full timePosting Description: **Private Client Service Broker** Experienced in dealing with high-net-worth client? Looking to work for a Top Employer? Read on! Aon South Africa is hiring a Private Client Service Broker; this is a hybrid role with the flexibility to work both virtually and from our Sandton office. The role of a private broker is to manage, oversee,...
