Client Service Consultant Operations - New Business at Sanlam Group

What will you do?

The Client Service Consultant Operations - New Business 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.

Key Outcomes

The following outcomes will be expected to be achieved by the Client Service New Business Consultant Operations:

Verifying of Instructions received from various stakeholders

• Ensuring all instructions received comply with the business rules and legal regulations
• 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 / faxes / email etc. in order to keep them updated on the progress of instructions received
• Ensure that Workflow system is always updated with progress thereof.

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 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.
• Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures.

Ad-hoc tasks

• Client service project involvement as and when required.
• Resolving queries received from various stakeholders timeously.
• Assist the Operations department where assistance is required.

Qualifications

• Matric / Grade 12 (Essential) with Maths.
• Relevant tertiary qualification (Advantageous)
• Linked Investment Service Provider experience (Advantageous)
• Ability to fully converse in English
• Ability to read and understand Afrikaans 

Competencies

• Resilience
• Driving Results
• Cultivates Innovation
• Customer Focus
• Attention to Detail
• Accuracy
• Flexibility (overtime)
• Ownership
• Decision making and accountability
• Numerical reasoning
• Strong verbal and written communication skills