Client Service Consultant

Sanlam Limited; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider is offering a 12-month fixed term graduate opportunity as a Client Service Consultant in Cape Town. This role will involve providing outstanding service to clients through various channels including telephonic and e-mail communication. Ideal candidates should possess a Degree or Diploma, with strong communication skills and a client-focused attitude. This is an excellent opportunity for recent graduates aiming to jumpstart their careers in finance, supported by a reputable organization.

Qualifications

• Matric / Grade 12 including Pure Mathematics.
• 1 year experience in finance or investment industry advantageous.
• Client focused and goal-driven.

Responsibilities

• Ensure that the highest level of client service is provided to all clients.
• Assist clients with investment administration queries.
• Provide investment and product information to clients.

Skills

Exceptional communication skills in English

Customer Service

Administration

Education

Degree or Diploma

Job description

Graduate Opportunity: Client Service Consultant (12 Months FTC)

Date: 14 Jan 2026

Location: Cape Town, Western Cape, ZA

Who are we?

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.

What will you do?

Job Purpose

To be responsible for all client contact (telephonic, e‑mail and walk‑in). This role offers the opportunity to start your career in financial services in a highly respected client services team. Talented graduates, with the determination to make a success of their career, will find this role as the ideal start to a professional career.

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

Qualifications and Experience

• Matric / Grade 12 including Pure Mathematics
• 1 year experience in finance or investment industry advantageous
• Exceptional communication skills in English – Written and Verbal
• Client focused
• Drive Results
• Be Resilient
• Communication skills – Written and Verbal (English)

Attributes

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

What will make you successful in this role?

Qualification and Experience

Degree or Diploma with 1 to 2 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.