Client Service Consultant Operations: Maintenance

at  Sanlam

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.

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

Attributes

• Honesty, integrity and respect
• Positive enthusiastic can-do attitude
• Ability to work under pressure and long hours

JOB PURPOSE

The Client Service Consultant Operations - Maintenance 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.

ADHOC TASKS

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

Competencies

• Being Resilient
• Driving Results
• Cultivates Innovation
• Customer Focus
• Attention to Detail
• Accuracy
• Flexibility (overtime)
• Ownership
• Decision making and accountability