Client Service Consultant Investment Administration

What will you do?

Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base. Utilises IT system accurately and ensures that all queries are answered effectively. Refers calls to appropriate departments only if unable to solve query appropriately. Deals with more complex queries, which often entail amendments to payments made. Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities.

What will make you successful in this role?

Job purpose 

To contribute to the processing, maintenance and management of tasks within the Investment Administration team.

Key outcomes 
 
The following outcomes will be expected to be achieved by the Investment Administration Consultant (IA) 

•    Daily nett/buy/sell transactional facilitation (manual and electronic) 
•    Daily price capturing (manual and electronic) 
•    Verification and capturing of Interest and dividend distributions 
•    Daily money market rate capturing 
•    Capturing and maintaining fund and wrap fund details
•    Corporate Actions (mergers, ballots and fund closures)
•    Quarterly Forex capturing
•    Stockbroker low fee income report
•    Daily cash focus payments 
•    Exception control reports & QMF’s (Query Management Facility)
•    Systems user-acceptance testing
•    General query resolution
•    Ad hoc projects

Qualifications and experience

•    A relevant financial qualification would be to your advantage
•    Excel skills on intermediate level would be to your advantage
•    At least 2 years’ relevant experience within the Collective Investment Schemes
•    Industry/LISP/Financial Services Industry would be to your advantage

Competencies

•    Client Focus: strive to build strong client relationships and deliver client centric solutions
•    Cultivates innovation: looking at creating new and better ways for the organisation to be successful
•    Collaborates: building partnerships and working collaboratively and inclusively with others to meet shared objectives
•    Drives results: consistently achieve results, with an entrepreneurial mind-set and a strong commercial focus, even under tough     circumstances
•    Being Resilient: flexibility and adaptability you will rebound from setbacks and adversity when facing difficult situations
•    Mathematical Skills
•    Analytical, logical & conceptual thinking
•    Attention to detail & Accuracy
•    Problem solving skills
•    Planning and organising skills
•    Ability to work under pressure
•    Communication Skills

Attributes

•    Natural leadership ability
•    Positive, enthusiastic attitude 
•    Teamwork & task driven
•    Ability to thrive under pressure
•    Honesty, integrity and respect
•    Initiative

Please submit your application by 17 June 2025.

Qualification and Experience

Knowledge and Skills

Personal Attributes

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

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