Client Service Consultant – Operations (12‑Month Fixed‑Term)
careers.sanlamcloud.co.za
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.
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Published 20 hours ago
Expires 1 month from now
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