Client Service Consultant

Sanlam Limited; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Cape Town is seeking a Client Services Associate to enhance their client contact capabilities. The role focuses on providing the highest level of client service, assisting with investment queries, and delivering information regarding products. Candidates should have a Grade 12 certificate and exceptional communication skills, with a positive attitude and the ability to work under pressure. This is an excellent opportunity to start a career in financial services.

Benefits

Opportunities for growth and development

Comprehensive range of investment solutions

Qualifications

• 1 year experience in finance or investment industry is advantageous.
• Positive, enthusiastic attitude.
• Ability to thrive under pressure.

Responsibilities

• Ensure the highest level of client service is provided to all clients.
• Assist clients with investment administration queries.
• Provide investment and product information to clients.

Skills

Exceptional communication skills in English

Client focused

Teamwork

Administrative skills

Ability to adapt to change

Education

Grade 12 / Matric including Pure Mathematics

Job description

Location: Cape Town, 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 vene ; 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?

Job Purpose

Responsible for all client contact (telephonic, e‑mail and walk‑in). This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career.

Key Outcomes

• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Assisting clients with investment administration queries
• Providing investment and product information to IFA’s and investors
• Involved in ad‑hoc client services projects

Qualifications and Experience

• Matric / Grade 12 including Pure Mathematics
• 1 year experience in finance or investment industry advantageous
• Exceptional communication skills in English – Written and Verbal
• Client focusedોસ્ટ>
• Drive Results
• Be Resilient륙
• Communication skills – Written and Verbal (English)

Attributes

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

Qualification and Experience

Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

Customer Service

Administration

Quality, compliance and accreditation

Team Support

Personal Attributes

Communicates effectively - Contributing independently

Action orientated - Contributing independently

Situational adaptability - 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

Collaborates - Contributing independentlyíticas>

Being resilient - Contributing independently

Drives results - 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.