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Sanlam Client Service Officer

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 Investments
Sanlam Investments is one of South Africa’s largest black-owned, sustainability-driven asset managers. With over R1 trillion in assets under management across both our retail and institutional businesses, our high-quality investment solutions are differentiated and competitive within a changing asset management landscape.

We leverage a wealth of expertise across active management, index tracking, alternative investments, responsible investing, multi-management and international investments to create sustainable portfolio solutions for you.

At the heart of our journey is our commitment to creating long-term sustainability for South African investors, our economy, our business and future generations. Sustainability is well embedded in our DNA: we invest in people and we measure our success by the positive impact we have on people, communities and the planet.

Key Responsibilities:
  • Client Reporting (Adhoc, daily, monthly, and quarterly)
  • Portfolio cash flow and transaction implementation (close interaction with Curo Fund Services)
  • Maintain an in-depth knowledge of client and products invested by client
  • Assist with the preparation of presentations for client report backs
  • Liaison with clients (new clients, portfolio restructures and query management)
  • Managing client queries and day-to-day problem solving 
  • Comprehensive support to the Account Executives to successfully service the client.
  • Building relationships with internal and external clients and suppliers
  • Building and maintaining a positive working relationship with internal stakeholders
  • Ad hoc duties and projects from time to time.
  • Identify and analyse opportunities that will improve business efficiency.
  • Updating of CRM system
  • Accurately capture fees on Revport
  • Be able to evaluate the impact of changes in the business environment on the billing cycle and if required make recommendations on how to ensure the billing cycle is not negatively impacted
What will make you successful in this role?
  • Sound technical understanding of financial services industry
  • Excellent listening, communication, and inter-personal skills
Qualification and Experience Commerce Degree with 5 years related experience.Competencies:

Behavioural Competencies

  • Customer Focus: The ability to understand and anticipate client needs and deliver excellent service to enhance the client experience.
  • Team player and proactive individual
  • Organised
  • Ability to work independently and use initiative.
  • Review and improve processes.
  • Ability to prioritize tasks.
  • Ability to use technology and functionality to increase efficiency.
  • Thrives in a high-pressured environment. 
  • Problem-solving ability
  • Attention to detail.
  • Resilience this competency involves emotional intelligence, self-awareness, and the ability to bounce back from setbacks
Core Competencies Cultivates innovation - Contributing through othersCustomer focus - Contributing through othersDrives results - Contributing through othersCollaborates - Contributing through othersBeing resilient - Contributing through othersBuild 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.