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Client Service Consultant – Operations (12‑Month Fixed‑Term)

careers.sanlamcloud.co.za

New
🇬🇧 English

Job description

About the role

The Client Service Consultant – Operations is responsible for accurately capturing investment‑related instructions from a range of stakeholders and ensuring they are processed in line with Glacier’s high standards of quality and service.

Key responsibilities

  • Verify instructions received from stakeholders and ensure compliance with business rules and legal regulations.
  • Liaise with intermediaries, clients and broker consultants to obtain missing information or clarify instructions.
  • Update stakeholders on progress via phone, fax or email and keep the workflow system current.
  • Capture all valid instructions promptly and accurately in the processing system.
  • Report suspicious activities and service failures to the appropriate departments.
  • Complete mandatory training, pass product and process assessments, and maintain technical knowledge of Glacier’s offerings.
  • Collaborate with Compliance/Legal on complex FICA and business requirements.
  • Support brand protection by building strong client relationships and working with internal teams to improve processes.
  • Handle ad‑hoc tasks such as client‑service projects, query resolution and operational assistance as needed.

Required profile

  • Matric/Grade 12 (mandatory); tertiary qualification is advantageous.
  • Fluent verbal and written communication in English.
  • Minimum three years of administrative experience; 1‑2 years of experience in a linked investment service provider role is a plus.

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec careers.sanlamcloud.co.za.
Cliquez sur "Postuler maintenant" en haut de la page. Vous pouvez importer votre CV en 1 clic — Jobiglo extrait automatiquement vos informations et postule pour vous.
Source : ats:successfactors

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Published 20 hours ago

Expires 1 month from now

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