Sanlam
About the job
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?
Job Purpose
To be responsible for all client contact (e-mail, telephonic, and walk-in).
Key Outcomes
The following outcomes will be expected to be achieved by the Client Services Consultant.
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
Quality 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 projects
Qualifications And Experience
Matric / Grade 12
The relevant financial qualification preferred
3 years finance or investment industry experience essential
Microsoft CRM experience essential
Minimum 1 – 2 years Call Centre or Customer Service Experience
Competencies
Client focused
Collaborates
Drive Results
Cultivate Innovation
Be Resilient
Problem solving skills
Adaptability
Interpersonal Skills
Computer Literacy
Attributes
Positive, enthusiastic attitude
Teamwork
Ability to thrive under pressure
Honesty, integrity and respect
Ability to adapt to change
What will make you successful in this role?
Qualification And Experience
Grade 12 or Diploma with 3 to 4 years related experience.
Knowledge And Skills
General Administrative Practices
Risk, debt, MI and budgeting
Logistical and events/meeting co-ordination
Client relationship management
Personal Attributes
Interpersonal savvy – Contributing independently
Decision quality – Contributing independently
Action orientated – Contributing independently
Optimises work processes – Contributing independently
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation – Contributing independently
Customer focus – Contributing independently
Drives results – Contributing independently
Collaborates – Contributing independently
Being resilient – Contributing independently
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
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.
To apply for this job please visit careers.sanlamcloud.co.za.
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