Client Service Consultant Operations: Indexing (Fixed Term)
Job Description
What will you do?
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. This role is based in our Johannesburg office - Rosebank.
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
What will make you successful in this role?
Qualification and Experience
Knowledge and Skills
Personal Attributes
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.
Core Competencies
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.