Charne Schierhout

Results-driven financial services professional with 4+ years of experience in investment operations, advisor support, and regulatory compliance at Sanlam Investments. Consistently managed a daily caseload of 40–60 advisors and clients, delivering accurate, high-volume service in a regulated environment. Progressed from Consultant to Team Leader, overseeing a team of 24 to achieve SLA targets while maintaining FAIS, FICA, and POPIA compliance.

Experienced in CRM administration, investment instruction processing, and cross-functional stakeholder engagement.

Client Service Team Leader at Sanlam Investments (2023-01 – 2025-08)

• Led a team of 24 client service consultants, maintaining consistent achievement of SLA targets and service delivery KPIs.
• Supported 40–60 advisors and clients daily, acting as the primary escalation point for complex queries and ensuring timely, accurate resolution.
• Drove compliance adherence across the team for FAIS, FICA, POPIA, and internal governance frameworks, minimising regulatory risk.
• Maintained CRM record integrity and oversaw client data management, ensuring full compliance with regulatory documentation requirements.
• Monitored team performance and service trends using CRM systems and Power BI, producing actionable reports for leadership.
• Identified and implemented process improvements that enhanced operational efficiency and elevated the advisor and client experience.
• Collaborated closely with advisors, financial planners, and internal stakeholders to resolve operational issues and streamline service delivery.
• Played a key role in supporting operational integration during the Sanlam and Absa Investment Management merger.

Client Services Consultant at Sanlam Investments (2021-01 – 2023-12)

• Managed a high-volume daily workload of 40–60 advisor and client queries, consistently meeting SLA targets with accuracy and professionalism.
• Processed investment instructions including unit trust transfers, switches, redemptions, purchases, and new client onboarding.
• Captured and maintained client information on CRM systems, including FICA documentation and compliance record updates.
• Applied in-depth product and process knowledge to service advisors and clients across multiple communication channels.
• Collaborated with internal departments to resolve client issues end-to-end, ensuring smooth and efficient service delivery.

BCom Honours in Finance – University of the Western Cape (2021-01)

BCom – University of the Western Cape (2020-01)

RE5 in Regulatory Examination – Moonstone (2026-07)