Client Services Consultant
Sanlam
Role Description
The Client Services Consultants (CSC) primary objective is to provide exceptional customer service to clients in the SCI Client Enablement: Retail Services business. This role involves building and maintaining long-lasting relationships with clients and financial advisers, providing exceptional experience and focusing on building trust and confidence. CSC will be the main contact for clients, providing them with prompt and precise information and addressing any issues or concerns they may encounter.
Role Responsibilities
- Respond to client inquiries and requests via phone, email, and other communication channels.
- Provide accurate information about our products, services, and investment options.
- Assist clients with account opening, closing, and maintenance procedures.
- Resolve client complaints and issues in a timely and efficient manner.
- Collaborate with other departments to ensure seamless client experience.
- Keep up to date with industry trends and regulatory changes to ensure compliance with relevant laws and regulations.
Minimum Requirements
- Bachelor’s degree in Finance, Economics, Investment Management, or related field.
- Excellent communication and interpersonal skills.
- Strong analytical and problem-solving skills.
- Knowledge of collective investment schemes and financial markets.
- Proficiency in Microsoft Office Suite.
- Ability to work well independently as well as part of a team.
Knowledge And Skills
Investment Industry Knowledge
Business knowledge and analysis
Client Communication
Compliance and Risk Management monitoring
Reporting and Administration
Personal Attributes
Business insight - Contributing independently
Decision quality - Contributing independently
Self-development - Contributing independently
Financial acumen - 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.