Client Service Consultant: NICHE at Sanlam Group

What will you do?

• Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

What will make you successful in this role?
Job purpose 

• To assist Niche 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

• Relationship management between Niche intermediaries, Business Development and Client Services team
• Handling client service requests of Niche intermediaries through;
• Continuously liaising with Niche 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 / necessary information has been gathered and analysed
• Digital guidance and support
• 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

• Matric / Grade 12
• Relevant financial qualification will be advantageous as well as relevant experience in the Linked Investment environment
• 3 years client experience within the Glacier client service environment  
• Knowledge of Contractual and Discretionary products will be to your advantage
• Valid driver’s license essential and own reliable car
• Regulatory Exam (RE Level 1)

Competencies

• Client Focus
• Cultivates Innovation
• Collaborates
• Drives Results 
• Being Resilient
• Time Management
• Attention to detail
• Communication skills, written and verbal (English and Afrikaans)
• Building and maintaining relationships
• Analytical Thinking and problem solving

Attributes

• Honesty, integrity and respect
• Positive, enthusiastic attitude 
• Resilience
• Ability to co-operate and thrive both within an independent and team environment
• Willingness to assist

The ability to travel independently both in SA and Namibia is a requirement for the role.  

Qualification and Experience

• Grade 12 with 3 to 4 years related experience.
• Knowledge and Skills
• Technical advice and support
• Assist with production target achievement
• Compliance
• Partnership and network building

Personal Attributes

• Business insight - Contributing independently
• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Plans and aligns - Contributing independently

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently