Date: 17 Sep 2024
Location: Tygervalley, Western Cape, ZA
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.
The Client Service Consultant Operations will be responsible for the capturing of investment related instructions received from various stakeholders 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 OutcomesThe 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 regulationsLiaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions receivedInform the relevant role players via telephonic contact or email in order to keep them updated on the progress of instructions receivedEnsure 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 DepartmentsReporting 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 timeframePass all your In-House Product and Process AssessmentsEnsure that you have a technical understanding of all Glacier's offerings and the ability to apply that understanding to daily outputsLiaise 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 clientsBuild and establish relationships with internal departments to enhance organisational effectiveness and efficiencyActive participation in the business's continuous improvement by identifying and proposing solutions to process and service-related failuresAdhoc tasks Client service project involvement as requiredResolving queries received from various stakeholders timeouslyAssist any processing department where assistance is requiredQualifications and ExperienceRelevant tertiary qualificationAbility to communicate fluently (verbal and written) in both Afrikaans and EnglishLinked Investment Service Provider experience (Advantageous)Skills and CompetenciesGrowth mindset and resiliencePerformance-driven individual who thrives on challengesHigh adaptability and agilityStrong focus on client needs with empathy and client-centricityExceptional verbal and written communication skillsAbility to handle complexity and high-pressure environmentsAnalytical thinking, attention to detail, and problem-solving abilitiesGenuine passion for people and commitment to service excellenceDedication to building meaningful client relationshipsWillingness to work flexibly, including overtime, to meet client and business demandsStrong commitment to honesty, integrity, and respectPositive, enthusiastic, can-do attitudeAbility to thrive both independently and within a team environmentBuild a successful career with usWe'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.
Turnaround timeThe 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.
Our commitment to transformationGlacier is committed to excellence and striving towards Employment Equity. The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace.
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