Client Service Consultant: Communication Centre Fixed Term Contract (12 Months)

Sanlam Limited; Bellville; On-site; ZAR 180,000 - 250,000; Full time

Job summary

A leading financial services provider in Bellville is seeking a Client Services Specialist to manage client communication and provide investment information. The ideal candidate will have a strong background in customer service, finance, and excellent communication skills. A Matric certificate with Pure Mathematics is required. Join a respected team dedicated to delivering exceptional client experiences.

Qualifications

• Experience in finance or investment industry is advantageous.
• 3 to 5 years related experience in a similar role.

Responsibilities

• Responsible for inbound/outbound telephonic communication with clients.
• Ensuring high levels of service and relationship management with clients.

Skills

Exceptional communication skills in English

Customer Service

Administration

Education

Matric / Grade 12 including Pure Mathematics

Relevant financial degree / qualification

Job description

Overview

Location: Tygervalley, Western Cape, ZA

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

Responsibilities

• Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base.
• Utilises IT system accurately and ensures that all queries are answered effectively.
• Refers calls to appropriate departments only if unable to solve query appropriately.
• Deals with more complex queries, which often entail amendments to payments made.
• Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities.

What will make you successful in this role?

Job purpose

To be responsible for all client contact (telephonic, e-mail and walk-in). This role offers the opportunity to continue your career in financial services in a highly respected client services team.

Key outcomes

• Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)
• Assisting clients with investment administration queries
• Providing investment and product information to IFA’s and investors
• Involved in ad-hoc client services projects
• Assist with benefit counselling

Qualifications and experience

• Matric / Grade 12 including Pure Mathematics
• A relevant financial degree / qualification advantageous
• Experience in finance or investment industry advantageous
• Exceptional communication skills in English – Written and Verbal

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Ability to adapt to change

Please submit your application by 21 August 2025.

Qualification and Experience

Degree or Diploma or Grade 12 with 3 to 5 years related experience.

Knowledge and Skills

• Customer Service
• Administration
• Quality, compliance and accreditation
• Team Support

Personal Attributes

• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Situational adaptability - Contributing independently
• Optimises work processes - Contributing independently

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.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently

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 ensuring 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.