Graduate Opportunity - Client Service Consultant: Communication

Sanlam Limited; Bellville; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services firm is looking for a Client Service Consultant to handle telephonic client interactions and provide exceptional service. The ideal candidate has a Grade 12 qualification, strong communication skills, and a degree in finance or a related field. This role is a great opportunity for graduates starting their careers in financial services. Join a respected team and contribute to high-quality service delivery.

Benefits

Opportunities for growth and development

Strong employee relationships

Qualifications

• 1 year experience in finance or investment industry advantageous.
• Ability to thrive under pressure.
• Positive, enthusiastic attitude.

Responsibilities

• Responsible for inbound/outbound telephonic communication with clients.
• Assuring the highest level of client service is provided.
• Providing product information and assisting with investment queries.

Skills

Exceptional communication skills in English

Customer Service

Team Support

Education

Matric / Grade 12 including Pure Mathematics

A relevant financial degree / qualification

Job description

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Graduate Opportunity - Client Service Consultant: Communication

Date: 1 Aug 2025

Location:

Tygervalley, 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?

Responsible for inbound/outbound telephonic communication with client base. Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base. Utilises IT system accurately and ensures that all queries are answered effectively. Refers calls to appropriate departments only if unable to solve query appropriately. Deals with more complex queries, which often entail amendments to payments made. Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities.

What will make you successful in this role?

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

The following outcomes will be expected to be achieved by the Client Service Consultant Communication Centre:
• 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
• A relevant financial degree / qualification
• 1 year experience in finance or investment industry advantageous
• Exceptional communication skills in English – Written and Verbal

Attributes

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

Please submit your application by 11 August 2025.

Qualification and Experience

Degree or Diploma or Grade 12 with 3 to 5 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.