Client Service Consultant Operations

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

Job summary

A leading financial services company in Johannesburg is seeking a Client Service Consultant Operations. The successful candidate will manage investment-related instructions, ensure compliance with regulations, and foster positive client relationships. Candidates should have a relevant qualification and fluency in Afrikaans and English, with a strong client-focused approach. The company values teamwork and integrity, offering opportunities for professional growth and a commitment to diversity and transformation.

Qualifications

• Fluency in Afrikaans and English is required.
• Linked Investment Service Provider experience is advantageous.
• 3-4 years of related experience is required.

Responsibilities

• Capture investment-related instructions accurately and on time.
• Verify that all instructions comply with business rules and regulations.
• Maintain updated workflows and report suspicious activities promptly.

Skills

Client focused

Collaborates

Drive Results

Cultivate Innovation

Problem solving skills

Adaptability

Education

Relevant tertiary qualification

Grade 12 or Diploma

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?

The Client Service Consultant Operations will be responsible for the capturing of investment related instructions received from various stakeholders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times. The role is based in Rosebank.

Key Outcomes

Verifying of Instructions

• Ensuring all instructions received comply with the business rules and legal regulations
• Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
• Inform the relevant role players via telephonic contact or email in order to keep them updated on the progress of instructions received
• Ensure that Workflow system is updated at all times with progress

Capturing of Instructions

• Capture all valid instructions received timeously and accurately on our processing system

Reporting

• Ensure that you report suspicious activities timeously to the relevant Departments
• Reporting of service failures to the relevant Support Manager

Technical Care

• Training will be a combination of classroom and self‑study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
• Pass all your In‑House Product and Process Assessments
• Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
• Liaise with Compliance / Legal on cases where FICA and Business requirements are complex and report back to the Team and document the scenario and outcome

Protecting the Glacier Brand and building relationships

• 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

Adhoc tasks

• Client service project involvement as required
• Resolving queries received from various stake holders timeously
• Assist any processing department where assistance is required

Qualifications And Experience

• Relevant tertiary qualification
• Ability to communicate fluently (verbal and written) in both Afrikaans and English
• Linked Investment Service Provider experience (Advantageous)

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability

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 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
• 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.