Client Service Consultant Operations: Indexing - Fixed Term Contract

Sanlam; Cape Town; On-site; ZAR 180 000 - 240 000; Full time

Job summary

A leading financial services provider in Cape Town is seeking a Client Service Consultant Operations: Indexing. This role involves verifying and allocating instructions to various teams and interacting with clients to ensure high service quality. The ideal candidate has completed Matric/Grade 12, possesses 1 year of experience in finance, and can communicate effectively in both Afrikaans and English. A collaborative approach and attention to detail are essential for success in this position.

Qualifications

• 1 year of experience in the finance or investment industry.
• Ability to communicate fluently in Afrikaans and English.

Responsibilities

• Accurately verifying and directing instructions received.
• Indexing and scanning documentation within Service Level Agreement times.
• Investigating causes of undelivered mail and rectifying addresses.
• Resolving queries from various stakeholders timely.

Skills

Client Focus

Collaborates

Communication Skills (English and Afrikaans)

Computer Skills (MS Office)

Ability to work under pressure

Education

Matric / Grade 12

Relevant tertiary qualification

Job description

Who are we?

Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market.Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.

Job purpose

The Client Service Consultant Operations: Indexing will contribute to the high standard of quality by efficiently verifying and allocating various instructions to the different teams, received by Glacier.

Key outcomes

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

Verifying of Instructions received in our various mailboxes

• Accurately verifying and directing the various instructions received from internal and external parties on the internal workflow system according to specific work types.
• Indexing and scanning of documentation on the company’s internal system within Service Level Agreement times.
• Investigating causes of undelivered mail (post or email) and rectifying the address on record where necessary.
• Recon of all incoming emails and faxes.

Technical care

• Training will be a combination of online, classroom and self-study which must all be attended.
• Complete and pass all assignments and assessments within the agreed timeframe.
• Ensure that you have an 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 client centric behaviour for 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
• Actively displaying the Glacier Culture

Ad hoc tasks

• Client service project involvement as required.
• Resolving queries received from various stakeholders timeously.
• Assist the Processing Floor where assistance is required.
  

Qualifications and experience

• Matric / Grade 12
• Relevant tertiary qualification (Advantageous)
• 1 years’ experience in finance or investment industry
• Ability to communicate fluently (verbal and written) in both Afrikaans and English
  

Competencies

• Client Focus
• Cultivates innovation
• Collaborates
• Drives results
• Being Resilient
• Accuracy
• Ability to work under pressure
• Communication Skills (English and Afrikaans)
• Flexibility (overtime)
• Decision making and accountability
• Computer Skills (MS Office)
  

Attributes

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

Turnaround time

Closing Date: 12 December 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.