Client Services Consultant: Glacier International at Sanlam Group

Job Purpose

• The Client Services Consultant: GIacier International will be responsible for contributing to the high standard of quality of all processes within the Glacier International Client Services team which includes the client take on process, maintenance of investment plans, client contact (email/ telephone) as well as managing all tasks related to our third party providers. 

Key Outcomes

The following outcomes will be expected to be achieved by the Client Services Consultant (GI): 

Verifying of Instructions received from various stakeholders

• To update client instructions into the administration system and ensuring the constant update of the workflow system
• To ensure that all client instructions received comply with Business Rules and Bermudian legal regulations
• To assist in preventing fraud and money laundering by adhering to Bermudian legal and business requirements
• To perform risk ratings and due diligence on all clients, including Offshore Trusts and companies.
• To liaise with the relevant role players e.g. intermediaries/ clients/broker consultants and obtain any outstanding information/ documentation or to clarify instructions received
• To liaise with Offshore administrators to ensure that all the client’ instructions are finalised
• To co-ordinate the new business account opening procedures with the administrator and offshore stockbrokers
• To attend queries related to investments in the Glacier International product set

Reporting

• Ensure that you report suspicious activities timeously to the relevant Departments
• Reporting of service failures to the relevant Senior Consultant and then escalated to Client Services Manager.

Protecting the Glacier Brand and building relationships 

• Play a key role in fostering positive client relationships and the 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 

Qualifications and experience

• Matric/ Grade 12  
• 1 to 2 years’ experience in the Offshore Investments environment is essential
• A tertiary qualification will be an advantage
• Proven track record in providing excellent client service
• Excel intermediate level 
• Strong verbal and written communication skills (English)