Overview

Client Relationship Consultant: Niche Jobs in Johannesburg, South Africa at Sanlam

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?

Job Purpose

To assist High Net Worth intermediaries and internal clients by offering excellent client service, support, and to maintain and grow relationships.

Key Outcomes

The following outcomes will be expected to be achieved by the Client Relationship Consultant:
Niche

  • Develop trust relationships with a portfolio of intermediaries, Sales and Client Services teams
  • Handling client service requests through:
    Continuously liaising with High-Net-Worth intermediaries regarding progress or any requirements on pending transactions, Technical understanding of internal processes and relevant legislation Suggest ways of improving client service by reporting on trends Prompt handling and analysing of problems / complaints Decision making after important information has been gathered and analysed Digital guidance and support Handle inbound and outbound calls as per the agreed service level agreement (SLA), .,

    talk time, availability, average time to answer, etc. to manage the holding/active client’s experience on the call. Log the correct status (. tea break, lunch break, admin status, etc) by each team member on the telephone system (Avaya) in order not to impact the team/panel schedule. Handle emails case by case as per the agreed service level agreement (SLA). Ensure that intermediaries and their assistants understand processes and procedures by providing guidance and training to intermediary panel

  • This should include the development of a SMART action plan
  • Must be able to answer queries on technical aspects and product rules within Glacier and the industry, to intermediaries
  • Must be able to manage workflow and meet contracted deadlines
  • Ability to enhance efficiencies to improve ease of doing business with Glacier
  • Ability to self-manage by delivering quality service and maintaining service levels

    • Qualifications and Experience

  • Relevant financial qualification will be advantageous as well as relevant experience in the Linked Investment environment
  • 3 years client relationship experience within the financial services industry
  • Knowledge of Contractual and Discretionary products will be to your advantage
  • Valid driver’s license essential and own reliable car

    • Competencies

  • Attention to detail
  • Communication skills, written and verbal (English and Afrikaans)
  • Analytical Thinking and problem solving

    • Attributes

  • Ability to co-operate and thrive both within an independent and team environment

    • What will make you successful in this role?

    Qualification and Experience

    Degree or Diploma with 4 to 6 years related experience.

    Knowledge and Skills

    Drive leads and service targets

    Call Centre control and reporting

    Budget and expenses

    Stakeholder communication

    Management of employees

    Personal Attributes

    Builds effective teams – Contributing independently

    Decision quality – Contributing independently

    Directs work – Contributing independently

    Plans and aligns – Contributing independently

    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

    Cultivates innovation – Contributing independently

    Customer focus – Contributing independently

    Drives results – Contributing independently

    Collaborates – Contributing independently

    Being resilient – Contributing independently

    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.

    Title: Client Relationship Consultant: Niche

    Company: Sanlam

    Location: Johannesburg, South Africa

    Category:

     

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