Client Service Consultant: Email Team

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Date: 20-Jun-2022

Location: Tygervalley, Western Cape, South Africa

Company: Sanlam Group

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 retirement income solutions. 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?

To be responsible for all client contact (e-mail, telephonic, and walk-in).

Key outcomes

The following outcomes will be expected to be achieved by the Client Services Consultant: Email Team 

•    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
•    Assisting the Call Centre with telephonic enquiries when required
•    Involved in ad-hoc client services projects

What will make you successful in this role?

Qualifications and experience

•    Matric / Grade 12
•    The relevant financial qualification preferred
•    3 Years finance or investment industry experience essential
•    Microsoft CRM experience essential
•    Ability to communicate fluently (verbal and written) in both Afrikaans and English
•    Willingness to work shifts


Competencies

•    Problem solving skills
•    Adaptability
•    Interpersonal Skills
•    Computer Literacy

Attributes

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

Qualification and Experience

Grade 12 or Diploma with 3 to 4 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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, 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 independently
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.