Client Service Consultant Operations: Indexing – Fixed Term Contract 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)
• 1 years’ experience in finance or investment industry 
• Ability to communicate fluently (verbal and written) in both Afrikaans and English

Competencies

• Client Focus
• Cultivates innovation
• Collaborates
• Drives results
• Being Resilient
• Accuracy
• Ability to work under pressure
• Communication Skills (English and Afrikaans)
• Flexibility (overtime)
• Decision making and accountability
• Computer Skills (MS Office) 

Attributes

• Positive, enthusiastic attitude 
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity, and respect
• Ability to adapt to change