Client Service Consultant Operations: Indexing

Date: 4 Mar 2025

Location:

Tygervalley, Western Cape, ZA

Company: Sanlam Group

Who are we?

Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.

Job purpose

The Client Service Consultant Operations: Indexing will contribute to the high standard of quality by efficiently verifying and allocating various instructions to the different teams, received by Glacier.

What will you do?

Under general supervision, performs a limited variety of clerical duties for functional groups involving compiling and arranging data, making standard computations, processing and coding documents and maintaining records and files. Routines are generally prescribed and supervision is readily available.

Key outcomes

The following outcomes will be expected to be achieved by the Client Service Consultant Operations: Indexing

Verifying of Instructions received in our various mailboxes

Accurately verifying and directing the various instructions received from internal and external parties on the internal workflow system according to specific work types.
Indexing and scanning of documentation on the company’s internal system within Service Level Agreement times.
Investigating causes of undelivered mail (post or email) and rectifying the address on record where necessary.
Recon of all incoming emails and faxes.

Technical care

Training will be a combination of online, classroom and self-study which must all be attended.
Complete and pass all assignments and assessments within the agreed timeframe.
Ensure that you have an understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs.

Protecting the Glacier Brand and building relationships

Play a key role in fostering client centric behaviour for retention of clients.
Build and establish relationships with internal departments to enhance organisational
effectiveness and efficiency
Active participation in the business’s continuous improvement by identifying and proposing
solutions to process and service-related failures
Actively displaying the Glacier Culture

Ad hoc tasks

Client service project involvement as required.
Resolving queries received from various stake holders timeously.
Assist the Processing Floor where assistance is required.

Qualifications and experience

Matric / Grade 12
Relevant tertiary qualification (Advantageous)
1 years’ experience in finance or investment industry
Ability to communicate fluently (verbal and written) in both Afrikaans and English

Competencies

Client Focus
Cultivates innovation
Collaborates
Drives results
Being Resilient
Accuracy
Ability to work under pressure
Communication Skills (English and Afrikaans)
Flexibility (overtime)
Decision making and accountability
Computer Skills (MS Office)

Attributes

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

Turnaround time

Closing Date: 13 March 2025

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

Glacier is committed to excellence and striving towards Employment Equity.

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.