Client Services Consultant: Operations

About

Description

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.

Responsibilities

• 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

Qualifications

• Matric
• 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

Application instructions:

• Apply now!!