Client Services Consultant

Sanlam Limited; Bellville; On-site; ZAR 250,000 - 360,000; Full time

Job summary

Sanlam Investment Group, a leading financial services firm in South Africa, seeks a Client Services Consultant to deliver exceptional client service within the SCI Client Enablement: Retail Services business.

Role involves building and maintaining relationships with clients and financial advisers, providing accurate information, and supporting account opening and maintenance. Strong communication, analytical, and product knowledge are essential.

Qualifications

• Bachelor’s degree in Finance, Economics, Investment Management, or related field.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• Knowledge of collective investment schemes and financial markets.
• Proficiency in Microsoft Office Suite.
• Ability to work well independently as well as part of a team.

Responsibilities

• Respond to client inquiries via phone, email, and other channels.
• Provide accurate information about products, services, and investment options.
• Assist clients with account opening, closing, and maintenance procedures.
• Resolve client complaints and issues in a timely and efficient manner.
• Collaborate with other departments to ensure seamless client experience.
• Keep up to date with industry trends and regulatory changes to ensure compliance.

Skills

Client communication

Analytical thinking

Problem-solving

Financial markets knowledge

Independent & teamwork

Knowledge of investment products

Education

Bachelor’s degree in Finance, Economics, Investment Management or related field

Tools

Microsoft Office Suite

Job description

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Sanlam Investment Group:
The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively and passively managed, to develop investment solutions that are in our clients’ best interests and have a positive impact on society. Backed by the Sanlam Group’s balance sheet, the Sanlam Investment Group has a true competitive advantage in its ability to invest alongside clients, particularly in private markets where impact investing drives the agenda.
The Sanlam Investment Group is one of the largest, most diversified financial services and investment firms in Southern Africa with assets under management and administration of more than R2 trillion. It is a B-BBEE level 1 contributor and one of the largest black-empowered asset managers on the African continent.

Sanlam Collective Investments (SCI)
Sanlam Collective Investments (SCI) was established in 1967 as a full Sanlam subsidiary. Sanlam Collective Investments manages over R590 billion on behalf of more than 300 000 clients. Other renowned financial services companies have also partnered with us to offer third-party funds. In these cases, the third-party funds are distributed and promoted by respective financial services companies, whereas Sanlam Collective Investments is responsible for client administration and compliance.

Role Description:

The Client Services Consultants (CSC) primary objective is to provide exceptional customer service to clients in the SCI Client Enablement: Retail Services business. This role involves building and maintaining long‑lasting relationships with clients and financial advisers, providing exceptional experience and focusing on building trust and confidence. CSC will be the main contact for clients, providing them with prompt and precise information and addressing any issues or concerns they may encounter.

Role Responsibilities:

• Respond to client inquiries and requests via phone, email, and other communication channels.
• Provide accurate information about our products, services, and investment options.
• Assist clients with account opening, closing, and maintenance procedures.
• Resolve client complaints and issues in a timely and efficient manner.
• Collaborate with other departments to ensure seamless client experience.
• Keep up to date with industry trends and regulatory changes to ensure compliance with relevant laws and regulations.
• Bachelor’s degree in Finance, Economics, Investment Management, or related field.
• Excellent communication and interpersonal skills.
• Strong analytical and problem‑solving skills.
• Knowledge of collective investment schemes and financial markets.
• Proficiency in Microsoft Office Suite.
• Ability to work well independently as well as part of a team.

Knowledge and Skills

Investment Industry Knowledge

Business knowledge and analysis

Client Communication

Compliance and Risk Management monitoring

Reporting and Administration

Personal Attributes

Business insight - Contributing independently

Decision quality - Contributing independently

Self-development - Contributing independently

Financial acumen - 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

Being resilient - Contributing independently

Collaborates - Contributing independently

Cultivates innovation - Contributing independently

Customer focus - 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 embracesdiversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensure a thriving and sustainable business inSouth Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.