Job Description

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?

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. This role is based in our Johannesburg office - Rosebank.

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

What will make you successful in this role?

Qualification and Experience

Grade 12 or Diploma with 3 to 4 years related experience.

Knowledge and Skills

General Administrative PracticesRisk, debt, MI and budgetingLogistical and events/meeting co-ordinationClient relationship management

Personal Attributes

Interpersonal savvy - Contributing independentlyDecision quality - Contributing independentlyAction orientated - Contributing independentlyOptimises 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 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

Cultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - 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.