Client Services Agent

Sanlam; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in South Africa seeks a Client Services Agent to be the primary contact for clients via various channels. The successful candidate will ensure high standards of service that align with company values and assist in enhancing client experience through feedback. Minimum qualifications include Grade 12 and 12 months of call center experience. The role promises a dynamic work environment with opportunities for growth.

Qualifications

• Minimum 12 months Call Centre and administrative experience.
• Experience in client services environment is essential.
• RE5 certificate will be an added advantage.

Responsibilities

• Be the first point of contact for clients across multiple channels.
• Deliver high standards of service reflecting MiWay's values.
• Share client feedback to improve service offering.

Skills

Active listening skills

Problem-solving skills

Excellent administrative skills

Good communication skills (verbal & written)

Customer focused

Results and Target driven

Education

Grade 12 / Standard 10 / NQF 4

Job description

Who are we?

MiWay is a direct financial services company.

We are passionate about service excellence, convenience and offering our clients superior value products.

Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online.

We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the "what-ifs" of the world.

Company values that every employee subscribes to are : Energy, Freedom, Accountability and Attitude.

The ideal candidate is one who has the courage to be bold and subscribes to MiWay's core values. Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems?

If yes, then MiWay is the place for you. What will you do?

In this Client Services Agent role, you will be the first point of contact for our clients, engaging with them across multiple channels — including phone, chat, WhatsApp, and email.

Your ability to respond promptly and professionally will ensure every client feels heard and supported. You'll be responsible for delivering a high standard of service that reflects miway's values and aligns with industry best practices.

Every interaction should be efficient, courteous, and solution-driven, whether you're handling day-to-day queries or managing escalations with care until resolution. Beyond client support, you'll play an important role in improving our service offering by sharing client feedback and insights with the business.

Staying informed about new technologies and evolving service methods will also be key to continually enhancing the client experience.

What will make you successful in this role?

Minimum Qualification Required: Grade 12 / Standard 10 / NQF 4.

Minimum Experience: Minimum 12 months Call Centre and administrative experience; Minimum 12 months in the STI environment and client services experience. RE5 will be an added advantage.

Deliverables include, but will not be limited to:

• Quality oriented and organized
• Self-disciplined and self-motivated
• Analytical and desire to excel
• Active listening skills
• Problem-solving skills and solution-oriented
• Excellent administrative skills
• Good communication skills (verbal & written)
• Able to work flexible hours
• Customer focused
• Results and Target driven
• Teamwork and Professionalism
• Flexibility
• Ability to multi-task and cope with pressure
• Excellent attendance record

Competencies Required:

• Computer literacy
• Knowledge and Skills in Customer Service
• Team Support
• Administration
• Quality, compliance and accreditation
• Personal Attributes: Communicates effectively, Decision quality, Action orientated, Optimises work processes, Build a successful career with us

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, Customer focus, Collaborates, Being resilient, Drives results, 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.

Deadline to apply: 07 November

• Our commitment to transformation: At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed.

MiWay is committed to transformation and embracing diversity.

This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.