Jobs Career Advice Signup
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

  • Posted: Mar 2, 2022
    Deadline: Not specified
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
    Read more about this company

     

    Client Service Consultant Operations - Alterations (Switches)

    Job Purpose
    The Client Service Consultant Operations - Alterations will be responsible for the capturing of Switch and Rebalance related instructions received from various stakeholders 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) 
    • Relevant tertiary qualification (Advantageous) 
    • Linked Investment Service Provider experience is compulsory 
    • Ability to fully converse in English 

    Competencies

    • Being Resilient 
    • Driving Results 
    • Cultivates Innovation 
    • Customer Focus 
    • Attention to Detail 
    • Accuracy 
    • Flexibility (working late) 
    • Ownership 
    • Decision making and accountability 
    • Strong verbal and written communication skills (English) 

    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 

    Method of Application

    Interested and qualified? Go to Sanlam Group on careers.sanlamcloud.co.za to apply

    Build your CV for free. Download in different templates.

  • Send your application

    View All Vacancies at Sanlam Group Back To Home

Subscribe to Job Alert

 

Join our happy subscribers

 
 
Send your application through

GmailGmail YahoomailYahoomail