Client Services Specialist - CRM & Issue Resolution

Sanlam Limited; Johannesburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Sanlam Life and Savings invites applications for a Client Services Consultant to administer amendments to investment products and client information, ensuring accurate and timely processing in line with governance and compliance. You will contribute to an exceptional client experience through effective query resolution and risk management.

The role emphasizes CRM data integrity, customer relationship management, and close collaboration with internal and external stakeholders to support retention

Qualifications

• Basic to intermediate customer service capabilities in a financial services context.
• Ability to manage customer conversations with professionalism and empathy.
• Experience handling complex customer queries and case resolutions.
• Comfort with updating CRM data and maintaining accurate records.
• Degree or diploma with 2–4 years related experience.

Responsibilities

• Customer service: handle inquiries and resolve issues with accuracy and timeliness.
• Provide product/service information and guidance to clients.
• Resolve customer issues and escalate where needed, supporting Ombudsman processes.
• Maintain CRM records after every contact to ensure data quality.
• Engage in account management and maintain relationships with existing customers.

Skills

Masters Service Conversations

Navigates Customer Challenges

Builds Customer Loyalty

Strengthens Customer Connections

Customer Service Delivery

Maintains the Relationship

Education

Degree or Diploma

Job description

Sanlam Life and Savings invites applications for a Client Services Consultant to administer amendments to investment products and client information, ensuring accurate and timely processing in line with governance and compliance. You will contribute to an exceptional client experience through effective query resolution and risk management.

The role emphasizes CRM data integrity, customer relationship management, and close collaboration with internal and external stakeholders to support retention