Client Services Consultant

Date: 12 Mar 2025

Location:

Cape Town, Western Cape, ZA

Company: Sanlam Group

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 function, overseeing all regulatory reporting and post-trade compliance.

Role Obejctive:

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:

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

Qualification and Experience:

Degree or Diploma or Grade 12 with 3 to 5 years 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 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

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 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 ensure 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.