Client Services Consultant

Who we are?

Sanlam Investment Group:

The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients' best interests and have a positive impact on society. Backed by the Sanlam Group's balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.

The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Collective Investments (SCI)

Sanlam Collective Investments is the registered Collective Investment Scheme (CIS) Management Company for Sanlam and Sanlam Investments. As our MANCO, they expertly manage a platform for unit trusts and hedge funds, such as qualified investor hedge funds and retail investor hedge funds. They are regulated by the FSCA and play a risk management function, overseeing all regulatory reporting and post-trade compliance.

Job Summary:

The Client Services Consultant will be responsible for providing exceptional customer service to clients in the investment industry. The successful candidate will act as the primary point of contact for clients, ensuring that they receive timely and accurate information and resolving any issues or concerns they may have. The role requires a strong understanding of the investment industry, as well as excellent communication, analytical, and problem-solving skills.

Responsibilities:

• Act as the primary point of contact for clients, responding to inquiries, providing information, and resolving issues.

• Develop and maintain strong relationships with clients, always providing exceptional customer service.

• Coordinate with internal teams to ensure timely and accurate delivery of client requests.

• Collaborate with sales and marketing teams to support client acquisition and retention strategies.

• Analyse client data to identify trends 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.

• Contribute to the development of client service policies, procedures, and best practices.

• Participate in industry events and conferences to promote the company's services and build relationships with clients.

Qualification & Experience:

• Minimum of 3 years of experience in client services within the investment industry.

• Strong understanding of investment products, services, and industry regulations.

• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal teams.

• Strong analytical and problem-solving skills, with the ability to analyse data and identify trends.

• Ability to work independently and as part of a team, with a strong focus on delivering exceptional customer service.

• If you have the required experience and qualifications, please apply with your resume and a cover letter outlining your suitability for the role.

Build a successful career with us

We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.