Job Description

Full job description 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? The Client Service Consultant Operations will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times. Key Outcomes The following outcomes will be expected to be achieved by the Client Service New Business Consultant Operations: Verifying of Instructions received from various stakeholders Ensuring all instructions received comply with the business rules and legal regulations Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received Inform the relevant role players via telephonic contact / faxes / email etc. in order to keep them updated on the progress of instructions received Ensure that Workflow system is always updated with progress thereof. Capturing of Instructions