Sanlam

Client Service Consultant – Operations

Sanlam

full-time

Posted on:

Location Type: Office

Location: Johannesburg • South Africa

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About the role

  • Responsible for the capturing of investment related instructions received from various stakeholders accurately and timeously.
  • 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 to obtain any outstanding information/documentation.
  • Inform the relevant role players via telephonic contact or email to keep them updated on the progress of instructions received.
  • Ensure that Workflow system is updated with progress.
  • Capturing of Instructions accurately and timeously on our processing system.
  • Reporting suspicious activities timeously to the relevant Departments.
  • Reporting of service failures to the relevant Support Manager.
  • Training will be a combination of classroom and self-study.
  • Liaise with Compliance/Legal on complex cases regarding FICA and Business requirements.
  • Protecting the Glacier Brand and building relationships.
  • Build and establish relationships with internal departments.
  • Identifying and proposing solutions to process and service-related failures.
  • Adhoc tasks and client service project involvement as required.

Requirements

  • Relevant tertiary qualification.
  • Ability to communicate fluently (verbal and written) in both Afrikaans and English.
  • Linked Investment Service Provider experience (Advantageous).
  • 3 to 4 years related experience.
Benefits
  • We pride ourselves in helping our employees to realise their worth.
  • Building strong, lasting relationships with our employees.
  • Comprehensive range of investment solutions.
  • Opportunities for growth and development.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment instructionscomplianceFICAreportingworkflow systemprocessing systemservice failuresclient service
Soft Skills
communicationrelationship buildingproblem solvingtraining
Certifications
tertiary qualification