Graduate Opportunity: Client Service Consultant: Communication Centre

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.

QUALIFICATION AND EXPERIENCE

Degree or Diploma or Grade 12 with 3 to 5 years related experience.

KNOWLEDGE AND SKILLS

Customer Service
Administration
Quality, compliance and accreditation
Team Support

Qualifications and experience

• Matric / Grade 12 including Pure Mathematics
• A relevant financial degree / qualification
• 1 year experience in finance or investment industry advantegeous
• Exceptional communication skills in English – Written and Verba

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

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

• 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 advantegeous
• 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.