Associate connecting industry experts to consulting firms using AI - powered technology. Involved in research and communication across various sectors to fulfill client requests.
About the role
- Client Service Consultant responsible for capturing investment related instructions at Glacier by Sanlam. Ensuring compliance and providing excellent client service while maintaining high standards.
Responsibilities
- Capturing of investment related instructions received from various stakeholders accurately and timeously
- Verifying of Instructions received from various stakeholders
- Ensuring all instructions received comply with the business rules and legal regulations
- Liaising with all relevant role players e.g. intermediaries / clients / broker consultants, etc. to obtain any outstanding information / documentation or to clarify instructions received
- Inform the relevant role players via telephonic contact / faxes / email etc. in order to keep them updated on the progress of instructions received
- Ensure that Workflow system is always updated with progress thereof.
Requirements
- Relevant tertiary qualification (Advantageous)
- Ability to communicate fluently (verbal and written) in English
- 2 years Linked Investment Service Provider experience essential
Benefits
- Health insurance
- Paid time off
- Flexible working arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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