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.
What will you do?
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?
Grade 12 or Diploma with 3 to 4 years related experience.
Knowledge and Skills
General Administrative Practices
Risk, debt, MI and budgeting
Logistical and events/meeting co-ordination
Client relationship management
Personal Attributes
Interpersonal savvy - Contributing independently
Decision quality - Contributing independently
Action orientated - Contributing independently
Optimises work processes - Contributing independently
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Our commitment to transformation
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.
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