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.
To deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Key Outcomes Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g. Financial Identification Client Act (FICA), Pension Funds Act, and Long Term Insurance ActIdentify, investigate and escalate any outstanding requirements (e.g. verification of signatures) and/or incomplete documentation (e.g. ID copy, bank statement) needed for the investment instruction to be processed accurately and timeously back to the source (i.e. client, Advisor, Executor, or Consultant).Capture the investment instruction onto the workflow system as per the technical guide and processing manuals within the specified turnaround times.Authorise the client investment instructions captured on the workflow as per the agreed mandate and applicable SLA.Scan and file all client documentation (such as, client application form, manual payments, original FICA documentation, etc.) in terms of the prescribed regulatory (e.g. Record Management policy) and Consumer Protection Act requirements for record purposes.Process instructions accurately and timely to ensure they get to management company (ManCo) on record time.Log onto the telephone system (Avaya) as per the pre-defined team's daily schedule to answer incoming calls from internal and external clients.Perform outbound calls to clients and brokers for outstanding requirements.Take ownership of the client's queries by ensuring that feedback is given to the internal and external client within SLA.Qualifications and experience Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent2 - 3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services IndustryClient FocusDrives ResultsAdhering to Principles and ValuesExcellent Writing and Reporting SkillsHighly AnalyticalAdapting and Responding to ChangeAttributes Positive, enthusiastic attitudeTeamworkAbility to work under pressureHonesty, integrity, and respectSelf-starter and self-confidence
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