Client Services Agent

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

Job summary

A direct financial services company in Midrand is seeking a Client Services Agent to engage with clients across various channels, ensuring high-quality service and feedback sharing. Applicants must have at least 12 months of call center experience and must possess Grade 12 qualifications. The role also values problem-solving skills, customer focus, and strong communication capabilities.

Qualifications

• 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.

Responsibilities

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

Skills

Customer Service

Communication skills (verbal & written)

Problem-solving skills

Computer literacy

Teamwork

Analytical skills

Education

Grade 12/Standard 10/NQF 4

Job description

Overview

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 orientated 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

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

Personal Attributes

• Communicates effectively - Contributing dependently
• Decision quality - Contributing dependently
• Action orientated - Contributing dependently
• Optimises work processes - Contributing dependently

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 dependently
• Customer focus - Contributing dependently
• Collaborates - Contributing dependently
• Being resilient - Contributing dependently
• Drives results - Contributing dependently

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 2025.

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.