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 make you successful in this role?Job Purpose To be responsible for all clients, intermediary and intermediary support channel service (telephonic, e-mail and face-to-face). This role offers the opportunity to grow your career in financial services in a highly respected client services team. Client orientated individuals, with the determination to make a success of their career, will find this role as the ideal start to a professional career. Key Outcomes The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:Ensuring that the highest level of client service is provided to all clients and intermediaries (internal, FPC, IFA’s)Assisting intermediaries with investment administration enquiriesProviding intermediaries with online support on Glacier’s HUB.Providing investment and product information to FPC, IFA’s and investorsDevelop trusted relationships with intermediaries and other stakeholders over timeInvolved in ad-hoc client services projects Qualifications and Experience Matric / Grade 12A relevant financial degree / qualification1 year experience in a LISP or the investment industry will be advantageousExceptional communication skills in English – Written and Verbal
Responsibilities + Skills
Education
Client focusedCommunication skills Written and Verbal (English)CollaboratesDrive ResultsBe ResilientProblem solving skillsAdaptability
Experience