Client Service Consultant Operations - Fixed Term Contract

Sanlam Limited; Bellville; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Glacier by Sanlam seeks a Client Service Consultant Operations to manage investment instructions and enhance client relationships. This role emphasizes accuracy in data management and effective communication among various stakeholders, contributing to high service standards and client's satisfaction.

Qualifications

• 1 to 2 years Linked Investment Service Provider experience essential.
• Ability to communicate fluently in Afrikaans and English.

Responsibilities

• Capturing investment related instructions accurately and timeously.
• Validating instructions and liaising with stakeholders.

Skills

Attention to Detail

Customer Focus

Decision making and accountability

Numerical reasoning

Strong verbal and written communication skills

Education

Relevant tertiary qualification

Job description

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert: Create Alert

Location:

Tygervalley, Western Cape, ZA

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.

The Client Service Consultant Operations will be responsible for the capturing of investment related instructions received from various stake holders 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.

Key Outcomes

The following outcomes will be expected to be achieved by the Client Service New Business Consultant Operations:

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 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 / faxes / email etc. in order to keep them updated on the progress of instructions received
• Ensure that Workflow system is always updated with progress thereof.

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.

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.

Ad-hoc tasks

• Client service project involvement as and when required.
• Resolving queries received from various stakeholders timeously.
• Assist the Operations department where assistance is required.

Qualifications

• Relevant tertiary qualification (Advantageous)
• Ability to communicate fluently (verbal and written) in both Afrikaans and English
• 1 to 2 years Linked Investment Service Provider experience essential
• Resilience
• Driving Results
• Customer Focus
• Attention to Detail
• Accuracy
• Flexibility (overtime)
• Ownership
• Decision making and accountability
• Numerical reasoning
• Strong verbal and written communication skills

Attributes

• Honesty, integrity and respect
• Ability to work under pressure and long hours
• Ability to co-operate and thrive both within an independent and team environment

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.

Turnaround time

Closing Date: 1 July 2025

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

Glacier is committed to excellence and striving towards Employment Equity.

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.