Client Services Consultant: Communicatio

What will you do?

Job purpose 

To be responsible for all client contact (telephonic, written (e-mail) and walk-in), ensuring clear, professional and effective communication across all channels. This role requires strong written and verbal communication skills to deliver a high standard of client service. It offers the opportunity to continue your career in financial services within 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

What will make you successful in this role?

Qualifications and experience

•    Matric / Grade 12 including Pure Mathematics 
•    A relevant financial degree / qualification advantageous
•    3 years’ experience in finance or investment industry 
•    Exceptional communication skills written and verbal, with a strong ability to manage both telephonic and written client interactions effectively

Competencies

•    Client focused
•    Collaborates
•    Drive Results
•    Cultivate Innovation
•    Be Resilient
•    Problem solving skills
•    Adaptability
•    Communication skills – well developed/ excellent written and verbal communication skills

Attributes

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

To apply

Please submit your application by 1 July 2026.

Knowledge and Skills

Personal Attributes

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

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