Client Service Consultant Operations - Alterations X 2 at Sanlam Group

Job Purpose

The Client Service Consultant Operations: Alterations will be responsible for the capturing of Switch, Repurchase 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 always providing excellent client services to all stakeholders.

Key Outcomes

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

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  
• Relevant tertiary qualification (Advantageous) 
• 2 - 3 Years Linked Investment Service Provider experience in a processing role is compulsory
• Ability to fully converse in English 
• Ability to converse in Afrikaans (Advantageous)

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) 

  Job Purpose

  The Client Service Consultant Operations: Alterations will be responsible for the capturing of Switch, Repurchase 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 always providing excellent client services to all stakeholders.
   

  Key Outcomes

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

  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  
• Relevant tertiary qualification (Advantageous) 
• 2 - 3 Years Linked Investment Service Provider experience in a processing role is compulsory
• Ability to fully converse in English 
• Ability to converse in Afrikaans (Advantageous)

• 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)