Sanlam Group SA Hiring: Client Services Consultant Operations: Maintenance

CLOSING DATE: NOT SPECIFIED

What will you do?

The Client Service Consultant Operations will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus
contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times.

Key Outcomes

The following outcomes will be expected to be achieved by the Client Service Consultant Operations:

Verifying of Instructions received from various stakeholders

• Ensuring all instructions received comply with the business rules and legal requirements
• Liaising with all relevant role players e.g., Intermediaries/Clients/Broker Consultants etc. to obtain any outstanding information/documentation or to clarify instructions received
• Inform the relevant role players via telephonic contact/fax/e-mail on the progress of their instructions received
• Ensure that the Workflow System is updated accurately with progress notes at all times
• Adhering to all relevant business processes

Capturing of Instructions

• Capture all valid instructions received timeously and accurately on our processing system

Reporting

• Ensure that you report suspicious activities timeously to the relevant Departments
• Reporting of service failures timeously to the relevant Support Manager

Technical Care

• Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
• Pass all your In-House Product and Process Assessments
• Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs

Protecting the Glacier Brand and Building Relationships

• Play a key role in fostering positive client relationships and the retention of clients
• Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
• Always living the Glacier Values

Adhoc Tasks

• Client service project involvement as required
• Resolving queries received from various stake holders timeously
• Assist the Processing Floor where assistance is required

Qualifications and Experience
Matric / Grade 12 (Essential) with Pure Mathematics
Relevant tertiary qualification (Advantageous)
Linked Investment Service Provider experience (Advantageous)
Strong verbal and written communication skills in English and Afrikaans
Numerical reasoning
Competencies
Being Resilient
Driving Results
Cultivates Innovation
Customer Focus
Attention to Detail
Accuracy
Flexibility (overtime)
Ownership
Decision making and accountability

Attributes
Honesty, integrity and respect
Positive enthusiastic can-do attitude
Ability to work under pressure and long hours
Ability to co-operate and thrive both within an independent and team environment