Client Services Consultant - FTC (6 Months), Johannesburg

Location: Johannesburg, Gauteng, ZA

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? To be responsible for all client contact (e‑mail, telephonic, and walk‑in).

Key Outcomes

Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)

Assisting clients with investment administration queries

Providing investment and product information to IFA’s and investors

Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error

Involved in ad‑hoc client services projects

Qualifications and Experience

Matric / Grade 12

The relevant financial qualification preferred

3 years finance or investment industry experience essential

Minimum 1–2 years Call Centre or Customer Service Experience

Client focused

Drive Results

Be Resilient

Interpersonal Skills

Computer Literacy

Attributes

Positive, enthusiastic attitude

Teamwork

Ability to thrive under pressure

Honesty, integrity and respect

Ability to adapt to change

Knowledge and Skills

General Administrative Practices

Risk, debt, MI and budgeting

Logistical and events/meeting coordination

Client relationship management

Personal Attributes

Interpersonal savvy - Contributing independently

Decision quality - Contributing independently

Action orientated - Contributing independently

Optimises work processes - Contributing independently

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independentlyCollaborates - Contributing independently

Being resilient - Contributing independently

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.

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