Overview
Client Services Consultant – FTC; Jobs in Johannesburg, South Africa at Sanlam
Position: Client Services Consultant – FTC (6 Months)
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.
Job Purpose
To be responsible for all client contact (e‑mail, telephonic, and walk‑in).
Key Outcomes
- 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 & Experience
- Matric / Grade 12
- The relevant financial qualification preferred
- 3 years finance or investment industry experience essential
Microsoft CRM experience essential
- Minimum 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
Knowledge & Skills
- General Administrative Practices
- Risk, debt, MI and budgeting
- Logistical and events/meeting coordination
- Client relationship management
Personal Attributes
- Interpersonal savvy – Contributing independently
- Decision quality – Contributing independently
- Action orientated – Contributing independently
- Optimises work processes – Contributing independently
Commitment to Transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to create a diverse, inclusive and equitable workplace in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.
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Title: Client Services Consultant – FTC;
Company: Sanlam
Location: Johannesburg, South Africa
Category: