Client Service Officer

Job Description

Who we are?
Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.

We take particular pride in:

  • Sanlam’s longevity and innovation
  • People, teamwork and values
  • A culture of diversity and commitment to growing our own timber
  • Our robust, tested and proven pragmatic investment process and philosophy

Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style. What will you do?

  • 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 in order to successfully service the client
  • Building relationships with internal and external clients and suppliers
  • Building and maintaining a positive working relationship with all other teams in the department
  • Ad hoc duties and projects from time to time.
  • Identify and analyse opportunities that will improve business efficiency, reduce cost, reduce risk, improve client service, enhance reporting and controls and aid executive committee strategic decision making.

Responsibilities + Skills

Client focussed, professional and empathetic mannerTeam player and proactive individualExcellent listening, communication and inter-personal skillsAbility to work independently and use initiativeHigh level of accuracy

Education

B.Comm degree or B.BusSci degree with Information Systems

Experience

Management with IT and Information Systems5 years experience within a similar role, in an asset management environment.Sound technical understanding of financial services industry

Job Summary

  • Published on: Saturday, 30th November 2019
  • Designation: Client Service Officer
  • industry: Miscellaneous
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: cape town
  • Salary: on a call
  • Gender:
  • Application Deadline: Saturday, 30th November 2019

About the Company

  • Company Name: Sanlam.
  • Address: PO Box 1. Sanlamhof 7532. Street address. Sanlam Head Office, 2 Strand Road
  • Website: www.sanlam.co.za
  • Company Profile:
  • Charlize Theron may have run away to Hollywood, but the Sanlam Group keeps its star power at home in South Africa. Targeting middle-market and affluent clients, the company provides insurance and wealth management services. Major segments are life insurance (including annuities and other investment products) and short-term insurance (property and casualty coverage sold through majority-owned Santam). The company has been expanding its investment business through segments including Sanlam Investment Management, its Octane hedge fund of funds, and its SIM Emerging Markets, which focuses on African economies.

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