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.
Position Overview 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 and experience Matric / Grade 12.The relevant financial qualification preferred.3 years Finance or Investment industry experience essential.1 - 2 years Call Centre or Customer Service Experience.Client focused.Drive Results.Be Resilient.Interpersonal Skills.Computer Literacy.Attributes Positive, enthusiastic attitude.Teamwork.Ability to thrive under pressure.Honesty, integrity and respect.Ability to adapt to change.What will make you successful in this role?Qualification and ExperienceGrade 12 or Diploma with 3 to 4 years related experience.
Knowledge and SkillsGeneral Administrative Practices.
Risk, debt, MI and budgeting.
Logistical and events/meeting co-ordination.
Client relationship management.
Personal AttributesInterpersonal savvy - Contributing independently.
Decision quality - Contributing independently.
Action orientated - Contributing independently.
Optimises work processes - Contributing independently.
Core CompetenciesCultivates innovation - Contributing independently.
Customer focus - Contributing independently.
Drives results - Contributing independently.
Collaborates - Contributing independently.
Being resilient - Contributing independently.
Our commitment to transformationThe 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.
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