Client Service Consultant Operations: Indexing (Shift Work) needed at Sanlam Group

Job Purpose

• The Client Service Consultant Operations: Indexing will contribute to the high standard of quality by efficiently verifying and allocating various instructions to the different teams, received by Glacier.

Key Outcomes

• The following outcomes will be expected to be achieved by the Client Service Consultant Operations: Indexing

Verifying of Instructions received in our various mailboxes.

• Accurately verifying and directing the various instructions received from internal and external parties on the internal workflow system according to specific work types.
• Indexing and scanning of documentation on the company’s internal system within Service Level Agreement times
• Investigating causes of undelivered mail (post or email) and rectifying the address on record where necessary
• Recon of all incoming emails and faxes

Technical care

• Training will be a combination of online, classroom and self-study which must all be attended. 
• Complete and pass all assignments and assessments within the agreed timeframe.
• Ensure that you have an understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs

Protecting the Glacier Brand and building relationships

• Play a key role in fostering client centric behaviour for retention of clients.
• Build and establish relationships with internal departments to enhance organisational effectiveness and efficiency
• Active participation in the business’s continuous improvement by identifying and proposing solutions to process and service-related failures
• Actively displaying the Glacier Culture

Ad hoc tasks

• Client service project involvement as required.
• Resolving queries received from various stake holders timeously.
• Assist the Processing Floor where assistance is required.

Qualifications and Experience

• Matric / Grade 12
• Relevant tertiary qualification (Advantageous)
• Preference will be given to candidates with indexing experience.
• 2 years’ experience in finance or investment industry 
• Ability to communicate fluently (verbal and written) in both Afrikaans and English