Sanlam's Communication Centre client service consultant

Sanlam’s Communication Centre client service consultant


Client Service Consultant: Communication Centre

  • Job Type: Full Time
  • Qualification: Bachelors
  • Experience: 1 year
  • Location: Western Cape
  • City: Cape Town
  • Job Field: Consultancy 

What will you do?

Inbound/outbound client phone calls. Ensures service quality surpasses expectations and builds client connections. Uses IT system accurately and answers queries well. Refers calls only if unable to solve query. Complex enquiries often include payment modifications. Provides correct product information to clients and may have supervisory responsibility.

What will help you be good at this job?


Job purpose

All client contact (telephonic, e-mail and walk-in). This post allows you to start your financial services career in a reputable client services team. This post is perfect for talented graduates who are determined to succeed.

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Key outcomes

The Client Service Consultant Communication Centre will achieve the following:

  • Providing excellent service to internal, IFA, and investor clients.
  • Clients’ investment administration questions
  • IFAs and investors receive investment and product information.
  • Ad-hoc client projects

What you know and what you’ve done

  • Matric Pure Math
  • Financial degree
  • 1 year in finance/investment
  • Written and verbal English skills


  • Client focused
  • Collaborates
  • Drive Results
  • Cultivate Innovation
  • Be Resilient
  • Problem solving skills
  • Adaptability
  • Communication skills – Written and Verbal (English)


  • 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


  • Quality, compliance and accreditation
  • Team Support

Personal Attributes

  • Independently communicates well
  • Independently acting
  • Independently adapting to situations
  • Independently optimizes work processes

Application Method

if you’re interested. Go to Sanlam on to apply