• Job Description

  Req#: 26041

  Who we are?

  Sanlam Collective Investments is the registered Collective Investment Scheme (CIS) Management Company for Sanlam and Sanlam Investments. As our MANCO, they expertly manage a platform for unit trusts and hedge funds, such as qualified investor hedge funds and retail investor hedge funds. They are regulated by the FSCA and play a risk management function, overseeing all regulatory reporting and post-trade compliance.

  Role Objective

  The Client Services Consultant (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 an 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.

  Key Responsibilities:

  • Respond to client inquiries and requests via phone, email, and other communication channels.
  • Provide accurate information about our products, services, and investments options based on their financial goals and risk tolerance.
  • Assist clients with account opening, closing, and maintenance procedures.
  • Resolve client complaints, client request and other issues through collaboration with other department in a timely and efficient manner to ensure seamless client experience.
  • Keep up to date with industry trends and regulatory changes to ensure compliance with relevant laws and regulations and areas for improvement in service delivery.
  • Actively participate in the organization's continuous improvement by analyzing client data to identify trend (service-related failures) and proposing solutions to processes and areas for improvement in service delivery.
  • Keep abreast of market trends and developments, as well as regulatory changes, and communicate relevant information to clients.
  • Ensure that all client transactions are processed accurately and efficiently.
  • Assist clients with the tracking and follow-up of transactions in progress.

  Qualification & Experience:

  • Degree or Diploma or Grade 12 with 2 to 3 years related experience.
  • Bachelor’s degree in Finance, Economics, Investment Management, or related field.
  • Proficiency in Microsoft Office Suite.

  Knowledge and Skills

  • Investment Industry Knowledge
  • Business knowledge and analysis
  • Client Communication
  • Compliance and Risk Management monitoring
  • Reporting and Administration
  • Strong analytical and problem-solving skills.
  • Knowledge of collective investments schemes and financial markets

  Personal Attributes

  • Self-development - Contributing independently
  • Decision quality - Contributing independently
  • Financial acumen - Contributing independently
  • Business insight - Contributing independentl

  Core Competencies

  • Cultivates innovation - Contributing independently
  • Customer focus - Contributing independently
  • Drives results - Contributing independently
  • Collaborates - Contributing independently
  • Being resilient - 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.

  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 ensure 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.

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

Notice