Client Services Consultant: Glacier International (Maintenance Team)

Date: 1 Apr 2025

Location:

Tygervalley, Western Cape, ZA

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.

Job Purpose

The Client Services Consultant: GIacier International will be responsible for contributing to the high standard of quality of all processes within the Glacier International Client Services team which includes the client take on process, maintenance of investment plans, client contact (email/ telephone) as well as managing all tasks related to our third party providers.

Key Outcomes

The following outcomes will be expected to be achieved by the Client Services Consultant (GI):

Verifying of Instructions received from various stakeholders

To update client instructions into the administration system and ensuring the constant update of the workflow system
To ensure that all client instructions received comply with Business Rules and Bermudian legal regulations
To assist in preventing fraud and money laundering by adhering to Bermudian legal and business requirements
To perform risk ratings and due diligence on all clients, including Offshore Trusts and companies.
To liaise with the relevant role players e.g. intermediaries/ clients/broker consultants and obtain any outstanding information/ documentation or to clarify instructions received
To liaise with Offshore administrators to ensure that all the client’ instructions are finalised
To co-ordinate the new business account opening procedures with the administrator and offshore stockbrokers
To attend queries related to investments in the Glacier International product set

Reporting

Ensure that you report suspicious activities timeously to the relevant Departments
Reporting of service failures to the relevant Senior Consultant and then escalated to Client Services Manager.

Protecting the Glacier Brand and building relationships

Play a key role in fostering positive client relationships and the 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

Qualifications and experience

Matric/ Grade 12
1 to 2 years’ experience in the Offshore Investments environment is essential
A tertiary qualification will be an advantage
Proven track record in providing excellent client service
Excel intermediate level
Strong verbal and written communication skills (English)

Competencies

Being Resilient
Drives Results
Cultivates Innovation
Collaborates
Client Focus
Attention to Detail
Accuracy
Flexibility (overtime)
Ownership
Decision making and accountability

Attributes

Positive, can do attitude
Self-motivated
Honesty, integrity and respect
Ability to perform under pressure and adapt to change
Resilience and Tenacity
Assertive and confident
Ability to co-operate and thrive both within an independent and team environment
Vibrant personality

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.

Turnaround time

Please submit your application via the system by 15 April 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.