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?
Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base. Utilises IT system accurately and ensures that all queries are answered effectively. Refers calls to appropriate departments only if unable to solve query appropriately. Deals with more complex queries, which often entail amendments to payments made. Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities.
What will make you successful in this role?
Job purpose: To be responsible for all client contact (telephonic, e-mail and walk-in). This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career.
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
Involved in ad-hoc client services projects
Qualifications and experience:
Matric / Grade 12 including Pure Mathematics
A relevant financial degree / qualification
1 year experience in finance or investment industry advantageous
Exceptional communication skills in English – Written and Verbal
Competencies:
Client focused
Collaborates
Drive Results
Cultivate Innovation
Be Resilient
Problem solving skills
Adaptability
Communication skills – Written and Verbal (English)
Attributes:
Positive, enthusiastic attitude
Teamwork
Ability to thrive under pressure
Honesty, integrity and respect
Ability to adapt to change
To apply: Please submit your application by 21 August 2024.
Knowledge and Skills:
Customer Service
Administration
Quality, compliance and accreditation
Team Support
Personal Attributes:
Communicates effectively - Contributing independently
Action orientated - Contributing independently
Situational adaptability - Contributing independently
Optimises work processes - Contributing independently
Core Competencies:
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Drives results - 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. The Group's Employment Equity plan and targets will be considered as part of the selection process.
#J-18808-Ljbffr
