South Africa Job Openings
Sanlam
Client Service Consultant Operations: Indexing (Shift Work)
FULL TIME
October 17, 2024
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.
Job Purpose
The Client Service Consultant Operations: Indexing will contribute to the high standard of quality by efficiently verifying and allocating various instructions to the different teams, received by Glacier.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Service Consultant Operations: Indexing
Verifying of Instructions received in our various mailboxes.
- Accurately verifying and directing the various instructions received from internal and external parties on the internal workflow system according to specific work types.
- Indexing and scanning of documentation on the company’s internal system within Service Level Agreement times
- Investigating causes of undelivered mail (post or email) and rectifying the address on record where necessary
- Recon of all incoming emails and faxes
Technical care
- Training will be a combination of online, classroom and self-study which must all be attended.
- Complete and pass all assignments and assessments within the agreed timeframe.
- Ensure that you have an 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 client centric behaviour for 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
- Actively displaying the Glacier Culture
Ad hoc 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)
- Preference will be given to candidates with indexing experience.
- 2 years’ experience in finance or investment industry
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Ability to communicate fluently (verbal and written) in both Afrikaans and English
Skills and Competencies
- Growth mindset and resilience
- Performance-driven individual who thrives on challenges
- High adaptability and agility
- Strong focus on client needs with empathy and client-centricity
- Exceptional verbal and written communication skills
- Ability to handle complexity and high-pressure environments
- Analytical thinking, attention to detail, and problem-solving abilities
- Genuine passion for people and commitment to service excellence
- Dedication to building meaningful client relationships
- Willingness to work flexibly, including overtime, to meet client and business demands
- Strong commitment to honesty, integrity, and respect
- Positive, enthusiastic, can-do attitude
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Ability to thrive both independently and within a team environment
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 Mi Way and the Group Office – the group provides many opportunities for growth and development.
Turnaround time
Closing date: 25 October 2024
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
Glacier is committed to excellence and striving towards Employment Equity.
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.
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