Client Service Consultant

About

Description

Sanlam Group’s Glacier division is seeking a Graduate Client Service Consultant to manage telephonic and written client communication, delivering exceptional service and handling investment-related queries. This role offers a strong foundation for a career in financial services, requiring excellent communication skills, a relevant financial qualification, and a client-focused mindset. The position involves assisting clients and intermediaries with investment administration, providing accurate product information, and contributing to client service projects, all while fostering teamwork, adaptability, and professionalism.

Responsibilities

• Responsible for inbound/outbound telephonic communication with client base
• Ensures the quality of service exceeds customer expectations and establishes constructive relationships with client base
• Utilises IT system accurately and ensures that all queries are answered effectively
• Refers calls to appropriate departments only if unable to solve query appropriately
• Deals with more complex queries, which often entail amendments to payments made
• Provides accurate product information to clients in line with standards and protocols and may have supervisory responsibilities

Qualifications

• Matric / Grade 12 including Pure Mathematics
• A relevant financial degree / qualification
• 1 year experience in finance or investment industry advantageous
• Exceptional communication skills in English – Written and Verbal

Application instructions:

• Click the link to apply