Client Service Consultant Operations
4 weeks ago
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.
Job Purpose
The Client Service Consultant Operations will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations:
Verifying of Instructions received from various stakeholders
Ensuring all instructions received comply with the business rules and legal regulations Liaising with all relevant role players . intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received Inform the relevant role players via telephonic contact or email in order to keep them updated on the progress of instructions received Ensure that Workflow system is updated at all times with progressCapturing of Instructions
Capture all valid instructions received timeously and accurately on our processing systemReporting
Ensure that you report suspicious activities timeously to the relevant Departments Reporting of service failures to the relevant Support ManagerTechnical Care
Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe Pass all your In-House Product and Process Assessments Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs Liaise with Compliance / Legal on cases where FICA and Business requirements are complex and report back to the Team and document the scenario and outcomeProtecting the Glacier Brand and building relationships
Play a key role in fostering positive client relationships and the retention of clients Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failuresAdhoc tasks
Client service project involvement as required Resolving queries received from various stake holders timeously Assist any processing department where assistance is required
Qualifications and Experience
⦁ The Client Services Consultant role is an opportunity designed for 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
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.
Turnaround time
Closing date: 5 September 2024
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.
-
Client Service Consultants
3 months ago
Cape Town, South Africa Intelligent Debt Management Full time**Client Service Consultant** **Who is IDM** Are you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be. The work we do and the way we do it make a real, lasting difference to the lives of those we reach. As an award-winning industry leader in...
-
Client Service Consultants
3 months ago
Cape Town, South Africa Intelligent Debt Management Full time**Client Service Consultant** **Who is IDM** Are you looking to use your experience, not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be. The work we do and the way we do it make a real, lasting difference to the lives of those we reach. As an award-winning industry leader in financial advice...
-
Client Service Consultants
3 months ago
Cape Town, South Africa Intelligent Debt Management Full time**Client Service Consultant** **Who is IDM** Are you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be. The work we do and the way we do it make a real, lasting difference to the lives of those we reach. As an award-winning industry leader in...
-
Client Service Consultants
3 months ago
Cape Town, South Africa Intelligent Debt Management Full time**Client Service Consultant** **Who is IDM** Are you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be. The work we do and the way we do it make a real, lasting difference to the lives of those we reach. As an award-winning industry leader in...
-
Cape Town, South Africa Sanlam Full timeWho 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...
-
Investment Client Services Consultant
3 months ago
Cape Town, South Africa Six Sense Full timeWestern Cape, Cape Town - Annually Cost To Company (Market related) A well-established company is seeking an Investment Client services Consultant The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. **Qualification**: -...
-
Cape Town, Western Cape, South Africa Sanlam Full timeAbout UsSanlam is a leading financial services company that brings together 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...
-
Client Service Consultant
3 months ago
Cape Town, South Africa Omega HR Solutions Full timeMy client, a leader in the education industry, has a vibey, high-volume, incoming call centre and requires a dynamic, dedicated and sparkling client service consultant to join their existing team. Your communication abilities, the way you can resolve issues and your zest for life will be the skills that will excite them In terms of qualifications, they...
-
Client Services Consultant
13 hours ago
Cape Town, South Africa Nedbank Full time**Requisition Details & Talent Acquisition Contact** **REQ**: 136022**Location**:Cape Town V & A Waterfront**Cluster**:Nedbank Wealth - Nedgroup Investments**Closing Date**: 16 December 2024**Job Family** - Sales and Service**Career Stream** - Client Service**Leadership Pipeline** - Manage Self: Technical (MST)**Job Purpose** **Nedgroup Investments** is an...
-
Client Service: Compliance Consultant
3 months ago
Cape Town, South Africa Nedbank Full time**Job Classification** - Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)**Job Purpose** - We are looking for dynamic and well-spoken Client Services Compliance Consultant to join the team in Cape Town. The core purpose of this role is to ensure that the company follows the relevant laws,- regulations and...
-
Business Consultant: Client Services
4 days ago
Cape Town, South Africa Sanlam Full timeWho 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...
-
Tier 2 Client Services Consultant
4 weeks ago
Cape Town, South Africa Netsurit Full timeClient Services Consultant Location: Cape Town Model: Hybrid Requirements: The IT Services Consultant must have at least 3-5+ years' experience in the IT & Networkingenvironment and must have formal IT qualifications, ideally Microsoft roll-based certifications. A candidate with both the attitude and aptitude to succeed in Server/Network Support, Cloud...
-
Client Services Manager
3 months ago
Cape Town, South Africa The Recruiters Full time**Salary**: - 57000 **Description**: - Our financial recruitment desk currently has a vacancy for a Client Services Manager. - Our client is an international group offering a full suite of financial and investment solutions. - The core function of the Client Services Manager is to direct the operations across three vital workstreams: Key Accounts, Client...
-
Client Services Consultant: Glacier International
3 months ago
Cape Town, South Africa Sanlam Full timeWho 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...
-
Client Service Consultant
3 months ago
Cape Town, South Africa Intelligent Debt Management Full time**Attention Graduates**! We have an opportunity for you to use your qualification for good. - If you’ve just finished your qualification in any financial-industry related field - like Management, Finance, Business, or Accounting,_ for example - then keep reading, you’ll want to hear this. IDM has **permanent opportunities** available for young, fresh...
-
Cape Town, Western Cape, South Africa Sanlam Full timeAbout UsSanlam is a leading financial services company that brings together 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...
-
Client Service Consultant
4 days ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeAbout Rory Mackie & AssociatesWe are seeking a highly skilled Client Service Consultant to join our dynamic and resilient client-focused team. As a Client Service Consultant, you will play a critical role in delivering superior service to our clients, ensuring their complete satisfaction with our company and service.Key Responsibilities:Portfolio Servicing...
-
Senior Consultant Client Service
3 months ago
Cape Town, South Africa Absa Bank Limited Full timeBring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...
-
Operations Consultant
8 hours ago
Cape Town, Western Cape, South Africa Wenz Recruitment Full timeJob SummaryWe are seeking a highly organized and detail-oriented individual to join our team as an Operations Consultant at Wenz Recruitment. As an Operations Consultant, you will play a critical role in ensuring the smooth operation of our business processes.Key ResponsibilitiesClient OnboardingConfirm receipt of instructions with clients via phone or...
-
Cape Town, Western Cape, South Africa Sanlam Full timeAbout the RoleWe are seeking a highly skilled Business Transformation Consultant to join our Client Services division at Sanlam. As a key member of our team, you will play a critical role in driving business growth and innovation.Key ResponsibilitiesAnalyze business growth strategies and identify suitable initiatives and solutions to align and realize...
