Client Service Consultant: Email Team 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 (e-mail, telephonic, and walk-in).

Key outcomes

• The following outcomes will be expected to be achieved by the Client Services Consultant: Email Team
• 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
• Assisting the Call Centre with telephonic enquiries when required
• Involved in ad-hoc client services projects

Qualifications and experience

• Matric / Grade 12
• The relevant financial qualification preferred
• 3 Years finance or investment industry experience essential
• Microsoft CRM experience essential
• Ability to communicate fluently (verbal and written) in both Afrikaans and English
• Willingness to work shifts

Competencies

• Client focused
• Collaborates
• Drive Results
• Cultivate Innovation
• Be Resilient
• Problem solving skills
• Adaptability
• Interpersonal Skills
• Computer Literacy
• 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

Personal Attributes

• Communicates effectively - Contributing independently
• Action orientated - Contributing independently
• Situational adaptability - Contributing independently
• Optimises work processes - Contributing independently

Please submit your application by 15 July 2025.