Client Service Consultant Operations: Indexing 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