Sanlam

Client Services Consultant – Operations

Sanlam

full-time

Posted on:

Location Type: Office

Location: Johannesburg • South Africa

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About the role

  • Deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs)
  • Provide operations support against standard operating procedures
  • Handle inbound and outbound calls as per the agreed service level agreement (SLA)
  • Review client investment instructions received via workflow system to ensure compliance to business processing requirements
  • Provide regular feedback to stakeholders through various channels

Requirements

  • Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent
  • 2 - 3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry
  • Excellent Writing and Reporting Skills
  • Highly Analytical
Benefits
  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

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

Hard Skills & Tools
operations supportstandard operating procedurescomplianceclient investment instructionsreporting
Soft Skills
writing skillsanalytical skillscommunicationstakeholder feedback
Certifications
Degree in AccountingDegree in BankingNational Diploma (NQF level 6)