Client Service Consultant Investment Administration

Sanlam; Cape Town; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading company in financial services is seeking an Investment Administration Consultant to manage tasks within their Investment Administration team. The role requires strong client relationships, effective communication skills, and significant attention to detail. Ideal candidates will have a relevant financial qualification and 2-5 years of relevant experience in the sector.

Benefits

Opportunities for growth and development

Comprehensive benefits package

Qualifications

• At least 2 years’ relevant experience in Collective Investment Schemes.
• Excel skills at intermediate level.
• Natural leadership ability and a positive, enthusiastic attitude.

Responsibilities

• Responsible for daily transactional facilitation and price capturing.
• Handles complex queries and provides accurate product information.
• Contributes to the management of tasks within the Investment Administration team.

Skills

Client Focus

Analytical Thinking

Attention to Detail

Problem Solving

Communication Skills

Education

Degree or Diploma

Grade 12

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?

Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base. Utilises IT system accurately and ensures that all queries are answered effectively. Refers calls to appropriate departments only if unable to solve query appropriately. Deals with more complex queries, which often entail amendments to payments made. Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities.

What will make you successful in this role?

Job Purpose

To contribute to the processing, maintenance and management of tasks within the Investment Administration team.

Key outcomes

The following outcomes will be expected to be achieved by the Investment Administration Consultant (IA)

• Daily nett/buy/sell transactional facilitation (manual and electronic)
• Daily price capturing (manual and electronic)
• Verification and capturing of Interest and dividend distributions
• Daily money market rate capturing
• Capturing and maintaining fund and wrap fund details
• Corporate Actions (mergers, ballots and fund closures)
• Quarterly Forex capturing
• Stockbroker low fee income report
• Daily cash focus payments
• Exception control reports & QMF’s (Query Management Facility)
• Systems user-acceptance testing
• General query resolution
• Ad hoc projects
  
  

Qualifications And Experience

• A relevant financial qualification would be to your advantage
• Excel skills on intermediate level would be to your advantage
• At least 2 years’ relevant experience within the Collective Investment Schemes
• Industry/LISP/Financial Services Industry would be to your advantage
  
  

Competencies

• Client Focus: strive to build strong client relationships and deliver client centric solutions
• Cultivates innovation: looking at creating new and better ways for the organisation to be successful
• Collaborates: building partnerships and working collaboratively and inclusively with others to meet shared objectives
• Drives results: consistently achieve results, with an entrepreneurial mind-set and a strong commercial focus, even under tough circumstances
• Being Resilient: flexibility and adaptability you will rebound from setbacks and adversity when facing difficult situations
• Mathematical Skills
• Analytical, logical & conceptual thinking
• Attention to detail & Accuracy
• Problem solving skills
• Planning and organising skills
• Ability to work under pressure
• Communication Skills
  
  

Attributes

• Natural leadership ability
• Positive, enthusiastic attitude
• Teamwork & task driven
• Ability to thrive under pressure
• Honesty, integrity and respect
• Initiative
  
  

Please submit your application by 17 June 2025.

Qualification And Experience

Degree or Diploma or Grade 12 with 3 to 5 years related experience.

Knowledge And Skills

Customer Service

Administration

Quality, compliance and accreditation

Team Support

Personal Attributes

Communicates effectively - Contributing independently

Action orientated - Contributing independently

Situational adaptability - Contributing independently

Optimises 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

Collaborates - Contributing independently

Being resilient - Contributing independently

Drives results - 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.