Client Service Consultant: Call Centre (6 Months FTC)

Sanlam; Johannesburg; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company in Johannesburg is seeking a Client Services Consultant. The role involves ensuring high client service levels, assisting with investment queries, and maintaining client relationships. Candidates should have a Matric/Grade 12 and preferably a financial qualification with at least 3 years of experience in the finance or investment sector. This position offers opportunities for personal and professional growth within the company.

Qualifications

• Minimum 3 years finance or investment industry experience.
• 1-2 years Call Centre or Customer Service Experience.

Responsibilities

• Ensuring high level of client service for all clients.
• Assisting clients with investment administration queries.
• Providing investment and product information to clients.

Skills

Client focused

Problem solving skills

Interpersonal Skills

Computer Literacy

Drive Results

Education

Matric / Grade 12

Relevant financial qualification

Tools

Microsoft CRM

Job description

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.

What will you do?

Job Purpose

To be responsible for all client contact (e-mail, telephonic, and walk-in).

Key Outcomes

The following outcomes will be expected to be achieved by the Client Services Consultant.

• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Assisting clients with investment administration queries
• Providing investment and product information to IFA’s and investors
• Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
• Involved in ad-hoc client services projects

Qualifications And Experience

• Matric / Grade 12
• The relevant financial qualification preferred
• 3 years finance or investment industry experience essential
• Microsoft CRM experience essential
• Minimum 1 - 2 years Call Centre or Customer Service Experience

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability
• Interpersonal Skills
• Computer Literacy

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to adapt to change

What will make you successful in this role?

Qualification And Experience

Grade 12 or Diploma with 3 to 4 years related experience.

Knowledge And Skills

• General Administrative Practices
• Risk, debt, MI and budgeting
• Logistical and events/meeting co-ordination
• Client relationship management

Personal Attributes

• Interpersonal savvy - Contributing independently
• Decision quality - Contributing independently
• Action orientated - Contributing independentlyOptimises work processes - Contributing independently

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 MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Turnaround time

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

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.