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 make you successful in this role?

Job Purpose

To be responsible for all clients, intermediary and intermediary support channel service (telephonic, e-mail and face-to-face). This role offers the opportunity to grow your career in financial services in a highly respected client services team. Client orientated individuals, with the determination to make a success of their career, will find this role as the ideal start to a professional career.

Key Outcomes

The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:

• Ensuring that the highest level of client service is provided to all clients and intermediaries (internal, FPC, IFA’s)
• Assisting intermediaries with investment administration enquiries
• Providing intermediaries with online support on Glacier’s HUB.
• Providing investment and product information to FPC, IFA’s and investors
• Develop trusted relationships with intermediaries and other stakeholders over time
• Involved in ad-hoc client services projects

Qualifications and Experience

• Matric / Grade 12
• A relevant financial degree / qualification
• 1 year experience in a LISP or the investment industry will be advantageous
• Exceptional communication skills in English – Written and Verbal

Competencies

• Client focused
• Communication skills – Written and Verbal (English)
• Collaborates
• Drive Results
• Be Resilient
• Problem solving skills
• Adaptability

Attributes

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

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.