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.What will you do?To be responsible for all client contact (e-mail, telephonic, and walk-in).Key outcomesEnsuring that the highest level of client service is provided to all clients (internal, IFA's and investors)Assisting clients with investment administration queriesProviding investment and product information to IFA's and investorsQuality 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 projectsQualifications and experienceMatric / Grade 12The relevant financial qualification preferred3 years Finance or Investment industry experience essentialMicrosoft CRM experience essential1 - 2 years Call Centre or Customer Service ExperienceCompetenciesClient focusedCollaboratesDrive ResultsCultivate InnovationBe ResilientProblem solving skillsAdaptabilityInterpersonal SkillsComputer LiteracyAttributesPositive, enthusiastic attitudeTeamworkAbility to thrive under pressureHonesty, integrity and respectAbility to adapt to changeWhat will make you successful in this role?Qualification and Experience: 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, Decision quality, Action orientated, Optimises work processes.Build 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.Core CompetenciesCultivates innovationCustomer focusDrives resultsCollaboratesBeing resilientTurnaround 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 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. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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