GI Client Services Consultant

What will you do?

The Client Services Consultant (GI) 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  

What will make you successful in this role?

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 

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