Client Services Consultant (6-Month FTC) - Finance Operations, Johannesburg

About Glacier 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 you will do Deliver operations administrative support services through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Key Outcomes:

Operations support: Provide operations support against standard operating procedures. Provide support to customers and team as required to ensure team performance on an ongoing basis.

Compliance and Risk Management: Fulfil all activities in adherence to relevant control and compliance requirements and quality standards.

Handle inbound and outbound calls as per the agreed service level agreement (SLA), e.g., talk time, availability, average time to answer, to manage the holding/active client's experience on the call.

Review client investment instructions received via workflow system to ensure compliance to business processing requirements. This involves validation of banking details, signature verification, etc., as well as compliance to regulatory requirements (e.g., Financial Identification Client Act (FICA), Pension Funds Act, and Long‑Term Insurance Act).

Capture or authorise the investment instruction onto the workflow system as per the technical guide and processing manuals within the applicable SLA.

Provide regular feedback to stakeholders through various channels (such as email, telephone) to keep the stakeholder informed about the progress relating to the investigation of the case.

Qualifications and Experience

Matric / Grade 12.

Degree/National Diploma (NQF level 6) in Accounting / Banking or equivalent.

2–3 years working experience as a Client Services Consultant or an Administrator in a LISP in a Financial Services Industry.

Competencies

Client focused

Collaborates

Drive Results

Cultivate Innovation

Be Resilient

Problem solving skills

Adaptability

Interpersonal Skills

Computer Literacy

Attributes

Positive, enthusiastic attitude

Teamwork

Ability to thrive under pressure

Honesty, integrity and respect

Ability to adapt to change

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 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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