Client Service Operations - Team Leader

Client Service Operations - Team Leader
Company:

Sanlam


Details of the offer

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.Job PurposeTo assist the Manager with overseeing daily activities and lead for a specific team's total operational capabilities and output, to support the business and client service strategy. To advise and support in the analysis, development, and implementation of best practices across the servicing value chain.Key OutcomesThe following outcomes will be expected to be achieved by the Team Leader:Assist the Manager with implementing, evaluating, and ensuring that the team's day-to-day output is in line with the servicing value proposition, and supports the overall business strategy.Drive accountability for the team to perform according to contracted performance areas and to deliver the highest level of service to stakeholders.Ensuring daily control procedures are adhered to, and proactively identify and report on operational risks.Continuously evaluate and report on process improvements to ensure effectiveness, efficiency, and risk management.Mentoring and coaching of team members, including coaching in effective query management and resolution.Identify ways of promoting accuracy and maximizing productivity within the team.Ensuring effective communication with internal and external stakeholders.Assisting with the implementation of changes to existing products and processes as well as new products.Maintaining high levels of teamwork within the Operations team, different departments, and external parties to resolve client queries.Evaluating problems regarding service issues and inquiries to determine their importance and urgency, perform investigations when necessary and respond with an appropriate solution in a timely manner.Responding in a professional, timely and empathetic manner to both written and telephonic inquiries from internal and external clients.Building and maintaining professional relationships with intermediaries as well as other internal and external stakeholders.Having and maintaining a technical understanding of all Glacier offerings and the ability to apply that understanding to daily outputs.Identify training needs and talent within the team and assist with the implementation of effective training and development, both on the job and via external courses if applicable.Seeing to the overall well-being of the team and meeting their needs and expectations where necessary.Assist the Manager with performance reporting and data analysis.Contribution to ad hoc projects aimed at streamlining processes and helping ensure that it is successfully implemented within the wider team.Qualifications And ExperienceRelevant tertiary qualification (Commerce/Management Certificate/Degree/Diploma)A minimum of 5 years experience within the LISP industryExperience with process improvement methodologiesStrong analytical and problem-solving skillsStrong interpersonal and client relationship skillsStrong communication skills (both verbal and written)Proven ability to work independently and proactivelyExcel proficiency at an intermediate level will be to your advantageCompetenciesClient focusCultivates innovationCollaboratesBeing resilientDrive resultsPeople managementData analysis and interpretationProblem solving and decision-making skillLeadership and coaching skillAnalytical and conceptual thinkingStrong reasoning skills and an aptitude for problem-solvingAbility to plan, schedule and organize in a systematic and effective mannerAttributesPositive, can-do attitudeAbility to work under pressure/flexibilityHonesty, integrity and respectOwnership and accountabilityAbility to co-operate and thrive both within an independent and team environmentSelf-starter with a growth mind-setBuild 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 achieving great things. We pride ourselves in helping our employees to realize 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 the 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.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionOther
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Client Service Operations - Team Leader
Company:

Sanlam


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