Client Service Consultant – Call Centre

Company: Sanlam (Glacier by Sanlam)
Location: Johannesburg, Gauteng
Job Type: Entry Level
Job Status: Open until filled

About Sanlam

Sanlam’s Glacier brand 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 superior products, solutions and high‑quality service. Our offerings include local and international investments, fixed‑term products, guaranteed products, retirement savings solutions and retirement income solutions – all reflecting world‑class quality and commitment.

About the Role

As a Client Service Consultant, you will be the primary point of contact for all client interactions – via email, telephone and in‑person. You will serve internal teams, Independent Financial Advisers (IFAs) and investors, ensuring that every query is handled with accuracy, professionalism and speed.

Key Responsibilities

• Provide prompt and accurate assistance to clients regarding investment administration queries.
• Deliver clear, concise information about products and investment options to IFAs and investors.
• Maintain high standards of written and verbal communication, meeting both internal and external expectations.
• Participate in ad‑hoc client service projects as required.
• Use Microsoft CRM tools effectively to manage client interactions and data.

Required Qualifications & Experience

• Matric / Grade 12 (or equivalent).
• Relevant financial qualification preferred.
• Minimum 3 years of experience in finance or the investment industry.
• Minimum 1–2 years of call centre or customer service experience.
• Microsoft CRM experience essential.

Core Competencies

• Client focused – deliver service that exceeds expectations.
• Collaboration – work closely with internal teams and external partners.
• Result driven – meet targets and continuously improve performance.
• Innovation – seek and apply fresh ideas to enhance service delivery.
• Resilience – manage pressure and adapt to change.
• Problem solving – analyse and resolve client issues efficiently.
• Adaptability – respond effectively to evolving client needs.
• Interpersonal skills – build strong relationships with all stakeholders.
• Computer literacy – use business tools confidently.

Personal Attributes

• Positive, enthusiastic attitude.
• Team player who thrives under pressure.
• Honest, integrity‑driven and respectful.
• Adaptable to change and willing to learn.

What We Offer

Sanlam provides a supportive environment where employees can grow their careers. With our five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, and MiWay – we offer a breadth of opportunities for advancement and personal development. We value diverse perspectives and are committed to an inclusive workplace.

Application Process

The shortlisting process begins once the application deadline is reached. Candidates will be evaluated in stages and will progress based on performance and manager availability.

Our Commitment to Transformation

Sanlam is dedicated to achieving transformation, diversity, and inclusivity. We consider the Group’s Employment Equity plan and targets throughout our selection process.

Apply Now

To apply for this position, please visit the Sanlam Careers portal: Sanlam Careers.