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.
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 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 experience Matric / Grade 12The relevant financial qualification preferred3 years Finance or Investment industry experience essential1 - 2 years Call Centre or Customer Service ExperienceClient focusedDrive ResultsBe ResilientInterpersonal SkillsComputer LiteracyAttributes Positive, enthusiastic attitudeTeamworkAbility to thrive under pressureHonesty, integrity and respectAbility to adapt to changeWhat will make you successful in this role?Qualification and ExperienceGrade 12 or Diploma with 3 to 4 years related experience.
Knowledge and SkillsGeneral Administrative PracticesRisk, debt, MI and budgetingLogistical and events/meeting co-ordinationClient relationship managementPersonal AttributesInterpersonal savvy - Contributing independentlyDecision quality - Contributing independentlyAction orientated - Contributing independentlyOptimises work processes - Contributing independentlyCore CompetenciesCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independentlyOur 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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