South Africa Job Openings
Sanlam
Client Services Consultant: Glacier International
FULL TIME
September 10, 2024
- To update client instructions into the administration system and ensuring the constant update of the workflow system
- To ensure that all client instructions received comply with Business Rules and Bermudian legal regulations
- To assist in preventing fraud and money laundering by adhering to Bermudian legal and business requirements
- To perform risk ratings and due diligence on all clients, including Offshore Trusts and companies.
- To liaise with the relevant role players e.g. intermediaries/ clients/broker consultants and obtain any outstanding information/ documentation or to clarify instructions received
- To liaise with Offshore administrators to ensure that all the client’ instructions are finalised
- To co-ordinate the new business account opening procedures with the administrator and offshore stockbrokers
- To attend queries related to investments in the Glacier International product set
- Ensure that you report suspicious activities timeously to the relevant Departments
- Reporting of service failures to the relevant Senior Consultant and then escalated to Client Services Manager.
- 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
- Matric/ Grade 12
- 1 to 2 years’ experience in the Offshore Investments environment is essential
- A tertiary qualification will be an advantage
- Proven track record in providing excellent client service
- Excel intermediate level
-
Strong verbal and written communication skills (English)
- Being Resilient
- Drives Results
- Cultivates Innovation
- Collaborates
- Client Focus
- Attention to Detail
- Accuracy
- Flexibility (overtime)
- Ownership
-
Decision making and accountability
- Positive, can do attitude
- Self-motivated
- Honesty, integrity and respect
- Ability to perform under pressure and adapt to change
- Resilience and Tenacity
- Assertive and confident
-
Ability to co-operate and thrive both within an independent and team environment
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