Client Services Consultant

Sanlam; Cape Town; On-site; ZAR 300,000 - 400,000; Full time

Job summary

Sanlam is seeking a Client Services Consultant to deliver exceptional customer service and build lasting relationships with clients. This role involves addressing client inquiries, providing investment information, and collaborating with various teams to enhance service delivery. Ideal candidates will have a degree or diploma with relevant experience in the financial services sector.

Qualifications

• 3 to 5 years of related experience in client services.
• Proven track record of building strong client relationships.

Responsibilities

• Respond to client inquiries and requests via various communication channels.
• Monitor and analyze financial markets to provide updates on investment performance.
• Resolve client complaints and ensure a seamless client experience.

Skills

Client communication

Investment industry knowledge

Compliance and risk management monitoring

Business analysis

Education

Degree or Diploma

Grade 12

Job description

Who we are?

Sanlam Investment Group

The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure, and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients' best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Collective Investments (SCI)

Sanlam Collective Investments is the registered Collective Investment Scheme (CIS) Management Company for Sanlam and Sanlam Investments. As our MANCO, they expertly manage a platform for unit trusts and hedge funds, such as qualified investor hedge funds and retail investor hedge funds. They are regulated by the FSCA and play a risk management role, overseeing all regulatory reporting and post-trade compliance.

Role Objective

The Client Services Consultant (CSC) primary objective is to provide exceptional customer service to clients in the SCI Client Enablement: Retail Services business. This role involves building and maintaining long-lasting relationships with clients and financial advisers, providing an exceptional experience, and focusing on building trust and confidence. CSC will be the main contact for clients, providing them with prompt and precise information and addressing any issues or concerns they may encounter.

Key Responsibilities

1. Respond to client inquiries and requests via phone, email, and other communication channels.
2. Provide accurate information about our products, services, and investment options based on their financial goals and risk tolerance.
3. Monitor and analyze financial markets and provide clients with regular updates on investment performance.
4. Resolve client complaints, requests, and other issues through collaboration with other departments in a timely and efficient manner to ensure a seamless client experience.
5. Keep up to date with industry trends and regulatory changes to ensure compliance with relevant laws and regulations.
6. Collaborate with sales and marketing teams to support client acquisition and retention strategies.
7. Actively participate in the organization's continuous improvement by analyzing client data to identify trends (service-related failures) and proposing solutions to improve processes and service delivery.
8. Keep abreast of market trends and developments, as well as regulatory changes, and communicate relevant information to clients.
9. Ensure that all client transactions are processed accurately and efficiently.
10. Contribute to the development of client service policies, procedures, and best practices.
11. Participate in industry events and conferences to promote the company's services and build relationships with clients.

Qualifications and Experience

• Degree or Diploma or Grade 12 with 3 to 5 years of related experience.
• Proven track record of building and maintaining strong client relationships.

Knowledge and Skills

• Investment industry knowledge
• Business knowledge and analysis
• Client communication
• Compliance and risk management monitoring
• Reporting and administration

Personal Attributes

• Self-development - contributing independently
• Decision quality - contributing independently
• Financial acumen - contributing independently
• Business insight - 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 achieving great things. We pride ourselves in helping our employees realize 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 embracing diversity. This commitment drives us to create a diverse, inclusive, and equitable workplace, which we believe is key to 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.