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 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
Processing transactions and conduct simple calculations
Record keeping, filing and maintenance of databases
Script handling and compliance monitoring
Portfolio management query handling with clients
Reporting and Administration
Personal Attributes
Business insight - Contributing independently
Plans and aligns - Contributing independently
Interpersonal savvy - Contributing independently
Optimises 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
Being resilient - Contributing independently
Collaborates - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - 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.
