Sanlam
Client Service Consultant – Call Centre
Company: Sanlam – Glacier Division
Location: Johannesburg, Gauteng, South Africa
Job Level: Entry‑Level
Posted: 11 November 2025 – Open until filled
About Sanlam Glacier
Glacier by Sanlam unites leading financial experts and respected service providers to offer clients top‑quality investment solutions. We focus on local and international investments, retirement solutions, and wealth preservation, always prioritising client service and product excellence.
Role Overview
As a Client Service Consultant, you will be the main point of contact for all client interactions, whether via email, phone, or in‑person. Your key mission is to deliver exceptional service to internal stakeholders, independent financial advisors (IFAs), and direct investors.
Key Responsibilities
- Handle all client inquiries and requests promptly and professionally.
- Provide accurate information about investment products and services.
- Assist clients with investment administration queries.
- Ensure all communication – verbal and written – meets high quality standards.
- Collaborate with cross‑functional teams on special projects that enhance client service.
- Maintain detailed records of client interactions in our Microsoft CRM system.
Qualifications & Experience
- Grade 12 (Matric) or higher; a financial qualification is preferred.
- At least 3 years of experience in finance or the investment industry.
- Minimum 1–2 years of call‑centre or customer‑service experience.
- Proficient with Microsoft CRM tools.
Core Competencies
- Client Focus: Prioritise the client’s needs in every interaction.
- Collaboration: Work well with colleagues across departments.
- Result‑Driven: Meet targets and improve service delivery.
- Innovation: Identify and implement better ways to serve clients.
- Resilience: Handle pressure and adapt to change.
- Problem Solving: Resolve issues quickly and efficiently.
- Interpersonal Skills: Communicate clearly and build rapport.
- Computer Literacy: Use software tools effectively.
Personal Attributes
- Positive, enthusiastic attitude.
- Strong teamwork mindset.
- Integrity, honesty and respect at all times.
- Adaptability in a dynamic environment.
- Ability to perform under pressure.
Career Growth with Sanlam
Sanlam offers a wide variety of growth pathways across its five business clusters, including Fintech, Life & Savings, Investment Group, Allianz, and Santam, plus our group office and MiWay teams. We are committed to your personal development and career progression.
Application Process
Open until filled. To apply, please visit our careers portal. We will review applications as they come in and notify qualified candidates for the next stage.