Sanlam Group
Job purpose
The Client Services Consultant Operations will be responsible for the capturing of investment related instructions received from various stake holders accurately and timeously and thus contributing to the high standard of quality and service delivery by Glacier, as well as providing excellent client services to all stakeholders at all times. This role is based the Rosebank office.
Key Outcomes
The following outcomes will be expected to be achieved by the Client Services Consultant Operations:
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 or email in order to keep them updated on the progress of instructions received
Ensure that Workflow system is updated at all times with progress
Capturing of Instructions
Capture all valid instructions received timeously and accurately on our processing system
Reporting
Ensure that you report suspicious activities timeously to the relevant Departments
Reporting of service failures to the relevant Support Manager
Technical Care
Training will be a combination of classroom and self-study and you must attend all sessions and complete the relevant assignments within the agreed timeframe
Pass all your In-House Product and Process Assessments
Ensure that you have a technical understanding of all Glacier’s offerings and the ability to apply that understanding to daily outputs
Liaise with Compliance / Legal on cases where FICA and Business requirements are complex and report back to the Team and document the scenario and outcome
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
Adhoc tasks
Client service project involvement as required
Resolving queries received from various stake holders timeously
Assist any processing department where assistance is required
Qualifications and Experience
Relevant tertiary qualification
Ability to communicate fluently (verbal and written) in both Afrikaans and English
1 to 2 years’ Linked Investment Service Provider experience essential
Skills and Competencies
Growth mindset and resilience
Performance-driven individual who thrives on challenges
High adaptability and agility
Strong focus on client needs with empathy and client-centricity
Exceptional verbal and written communication skills
Ability to handle complexity and high-pressure environments
Analytical thinking, attention to detail, and problem-solving abilities
Genuine passion for people and commitment to service excellence
Dedication to building meaningful client relationships
Willingness to work flexibly, including overtime, to meet client and business demands
Strong commitment to honesty, integrity, and respect
Positive, enthusiastic, can-do attitude
Ability to thrive both independently and within a team environment
Closing Date: 6 May 2026
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