Client Services Consultant: Operations

Date: 7 May 2026

Location:

Johannesburg, Gauteng, ZA

Company: Sanlam Group

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?

Job purpose

The primary purpose of the DDT (Death, Divorce & Transfers) Client Services Consultant: Operations is to process Claims on the Lisp Platform, including Death Claims, Section 14s, Section 50 and Divorce.

Key Outcome

Maintain control of work on hand daily to ensure all transactions are actioned within turnaround time

Queries and complains

Ensure that queries are acknowledged and responded to accurately and within agreed time
Upskill the team to be able to handle queries
Manage complex queries, and resolve escalated queries
Responsible for team related Audit queries

...

Processes and service reporting

All tasks allocated are processed within standard SLA as per the relevant procedures
Closing of tasks within TAT, with all relevant documents attached, attaching all documents to the relevant folders
Loading claims and switches per the relevant procedures
Accurate use of CRM, status & notes
Manage death claim notifications
Liaise with beneficiaries on death claim documentation and related matters

Preparing recommendation resolutions on allocations and distributions
Adherence to all internal protocols on administration
Updating section 14, section 50 controls and death claim subcommittee report
Trace deceased members’ beneficiaries on project death claims
Ensure that all emails coming to the mailboxes are attended to
Responsible for preparing trustee reports and for stakeholders
Act to ensure that both proactive & reactive communication is accurate, comprehensible, recipient friendly, on time, thorough and adheres to client service standards

What will make you successful in this role?

Qualifications and experience

Grade 12
Having achieved or studying towards a relevant Degree/ Tertiary Qualification
3 years administration experience
Knowledge of Section 37C of the Pension Fund Act investigation
Compass/CRM an advantage

Competencies

Client focus
Cultivates innovation
Collaborates
Being resilient
Drive results
Rule orientation
Ability to delegate
Ability to manage expectations
Responsible & accountable
Resourceful problem solver
Effective Communicator

Build a successful career with us

Attributes

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

Turnaround time

Please submit your application via MyWorkSpace by 15 May 2026

Should you not hear from us within 30 days after closing date, please assume that your application has been unsuccessful.

Glacier is committed to excellence and striving towards Employment Equity. The shortlisting process will only start once the application due date has been reached.

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.