Client Service Consultant: Communication Centre Fixed Term Contract (12 Months) at Sanlam Group

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 continue your career in financial services in a highly respected client services team. 

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
• Assist with benefit counselling

Qualifications and experience

• Matric / Grade 12 including Pure Mathematics 
• A relevant financial degree / qualification advantageous
• Experience in finance or investment industry advantageous
• Exceptional communication skills in English – Written and Verbal

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability
• 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

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

Please submit your application by 21 August 2025.