Client Service Consultant: Call Centre (6 Months FTC) at Sanlam Group

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?

Job Purpose

To be responsible for all client contact (e-mail, telephonic, and walk-in).

The following outcomes will be expected to be achieved by the Client Services Consultant.

• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Assisting clients with investment administration queries
• Providing investment and product information to IFA’s and investors
• Quality and accuracy of work delivered both verbally and written, meets both internal and external customer expectations and is complete without error.
• Involved in ad-hoc client services projects

CLICK HERE TO APPLY