Client Services Consultant at Sanlam Group

Role Objective

• The Client Services Consultant (CSC) primary objective is to provide exceptional customer service to clients in the SCI Client Enablement: Retail Services business. This role involves building and maintaining long-lasting relationships with clients and financial advisers, providing an exceptional experience and focusing on building trust and confidence. CSC will be the main contact for clients, providing them with prompt and precise information and addressing any issues or concerns they may encounter.

Key Responsibilities:

• Respond to client inquiries and requests via phone, email, and other communication channels.
• Provide accurate information about our products, services, and investments options based on their financial goals and risk tolerance.
• Assist clients with account opening, closing, and maintenance procedures.
• Resolve client complaints, client request and other issues through collaboration with other department in a timely and efficient manner to ensure seamless client experience. 
• Keep up to date with industry trends and regulatory changes to ensure compliance with relevant laws and regulations and areas for improvement in service delivery.
• Actively participate in the organization's continuous improvement by analyzing client data to identify trend (service-related failures) and proposing solutions to processes and areas for improvement in service delivery.
• Keep abreast of market trends and developments, as well as regulatory changes, and communicate relevant information to clients.
• Ensure that all client transactions are processed accurately and efficiently.
• Assist clients with the tracking and follow-up of transactions in progress.

Qualification & Experience:

• Degree or Diploma or Grade 12 with 2 to 3 years related experience.
• Bachelor’s degree in Finance, Economics, Investment Management, or related field.
• Proficiency in Microsoft Office Suite.

Knowledge and Skills

• Investment Industry Knowledge
• Business knowledge and analysis
• Client Communication
• Compliance and Risk Management monitoring
• Reporting and Administration
• Strong analytical and problem-solving skills.
• Knowledge of collective investments schemes and financial markets

Personal Attributes

• Self-development - Contributing independently
• Decision quality - Contributing independently
• Financial acumen - Contributing independently
• Business insight - Contributing independentl