Client Services Consultant: Glacier International
3 months 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 Services Consultant: GIacier International will be responsible for contributing to the high standard of quality of all processes within the Glacier International Client Services team which includes the client take on process, maintenance of investment plans, client contact (email/ telephone) as well as managing all tasks related to our third party providers.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Services Consultant (GI):
Verifying of Instructions received from various stakeholders
To update client instructions into the administration system and ensuring the constant update of the workflow system To ensure that all client instructions received comply with Business Rules and Bermudian legal regulations To assist in preventing fraud and money laundering by adhering to Bermudian legal and business requirements To perform risk ratings and due diligence on all clients, including Offshore Trusts and companies. To liaise with the relevant role players . intermediaries/ clients/broker consultants and obtain any outstanding information/ documentation or to clarify instructions received To liaise with Offshore administrators to ensure that all the client’ instructions are finalised To co-ordinate the new business account opening procedures with the administrator and offshore stockbrokers To attend queries related to investments in the Glacier International product setReporting
Ensure that you report suspicious activities timeously to the relevant Departments Reporting of service failures to the relevant Senior Consultant and then escalated to Client Services Manager.Protecting 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 failures
Qualifications and experience
Matric/ Grade 12 1 to 2 years’ experience in the Offshore Investments environment is essential A tertiary qualification will be an advantage Proven track record in providing excellent client service Excel intermediate level Strong verbal and written communication skills (English)
Competencies
Being Resilient Drives Results Cultivates Innovation Collaborates Client Focus Attention to Detail Accuracy Flexibility (overtime) Ownership Decision making and accountability
Attributes
Positive, can do attitude Self-motivated Honesty, integrity and respect Ability to perform under pressure and adapt to change Resilience and Tenacity Assertive and confident Ability to co-operate and thrive both within an independent and 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
Please submit your application via the system by 3 July 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.
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