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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.
The Client Service Consultant Operations - Maintenance 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 - Maintenance:
Verifying of Instructions received from various stakeholders Ensuring all instructions received comply with product rules, business rules and legal regulations Liaising with all relevant internal and external 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 / email etc. in order to keep them updated on the progress of instructions received Ensure that Workflow system is updated at all times with progress
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 timeously 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
Protecting 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 failures
Adhoc Tasks • Client service project involvement as required
• Resolving queries received from various stake holders timeously
• Assist the Processing Floor where assistance is required
Driving ResultsCustomer FocusAttention to DetailAccuracyFlexibility (overtime)OwnershipDecision making and accountability
Qualifications and ExperienceMatric / Grade 12 (Essential) with Pure MathematicsRelevant tertiary qualification (Advantageous)Linked Investment Service Provider experience (Advantageous)Strong verbal and written communication skills in English and AfrikaansAttributesHonesty, integrity and respectAbility to work under pressure and long hoursBuild 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.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 timePlease submit your application via MyWorkSpace by 21 June 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.
Should you not hear from us within 30 days after closing date, please assume that your application has been unsuccessful.
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 as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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