Client Service Consultant Operations JG Jobs in Cape Town, South Africa at Sanlam
Position: Client Service Consultant Operations JG 8 – 12 Months Fixed Term Contract
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?
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 / faxes / email etc. in order to keep them updated on the progress of instructions received
Ensure that Workflow system is always updated with progress thereof.
Capturing of Instructions
Capture all valid instructions received timeously and accurately on our processing system.
Reporting
Ensure that you report suspicious activities timeously to the relevant departments.
Reporting of service failures to the relevant Support Manager
Technical 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 outcome
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.
Ad-hoc tasks
Client service project involvement as and when required.
Resolving queries received from various stakeholders timeously.
Assist the Operations department where assistance is required.
Qualifications
Matric / Grade 12 (Compulsory)
Relevant tertiary qualification advantageous
Ability to communicate fluently (verbal and written) in English
3 years’ administrative skills
1 to 2 years’ 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…
Title: Client Service Consultant Operations JG
Company: Sanlam
Location: Cape Town, South Africa
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