Client Service Consultant Operations : Indexing (Shift Work)

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, solutions, and high-quality service. We offer a comprehensive range of investment solutions designed to assist in the creation and preservation of wealth. Our offerings include local investments such as fixed-term investments and guarantees, international investments, retirement savings, and retirement income solutions. Each solution is distinguished by its purpose but shares Glacier's commitment to quality and excellence.

Job Purpose

The Client Service Consultant Operations: Indexing will contribute to maintaining high standards of quality by efficiently verifying and allocating instructions received by Glacier to the appropriate teams.

Key Outcomes

The expected outcomes for the Client Service Consultant Operations: Indexing include:

• Verifying instructions received via various mailboxes.
• Accurately verifying and directing instructions in the internal workflow system based on work types.
• Indexing and scanning documentation within Service Level Agreement times.
• Investigating undelivered mail issues and updating address records as needed.
• Reconciling all incoming emails and faxes.

Technical Care

• Attend online, classroom, and self-study training sessions.
• Complete and pass all assignments and assessments on time.
• Develop an understanding of Glacier’s offerings and apply this knowledge daily.

Protecting the Glacier Brand and Building Relationships

• Foster client-centric behavior for client retention.
• Build relationships with internal departments to improve organizational effectiveness.
• Participate in continuous improvement initiatives by identifying and proposing solutions to process and service issues.
• Demonstrate the Glacier Culture actively.

Ad hoc Tasks

• Participate in client service projects as needed.
• Resolve stakeholder queries promptly.
• Assist the Processing Floor when required.

Qualifications and Experience

• Matric / Grade 12
• Relevant tertiary qualification (advantageous)
• Indexing experience preferred
• 2 years’ experience in finance or investment industry
• Fluent in Afrikaans and English (verbal and written)

Skills and Competencies

• Growth mindset and resilience
• Performance-driven with a challenge-oriented attitude
• Adaptability and agility
• Customer focus with empathy
• Excellent communication skills
• Ability to handle complexity and pressure
• Analytical, detail-oriented, problem-solving skills
• Passion for service excellence and relationship building
• Flexibility to work overtime if needed
• Integrity and respect
• Teamwork and independence

Career Development

We value our employees and support their growth. Our group offers numerous opportunities across various business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office, to help you realize your potential.

Application Process

Shortlisting will begin after the application deadline. The process duration depends on your progress and manager availability.