Client Service Consultant – Sanlam Corporate
📍 Location: Pretoria, Gauteng
About Sanlam Corporate
At Sanlam Corporate, we strive to be the preferred partner for Corporate and Public Sector clients, offering comprehensive Employee Benefits and Healthcare Solutions. With over a century of expertise, we help organizations and their employees achieve financial resilience and prosperity. Through innovation, proven processes, and a client-centric approach, we enable informed retirement and risk decisions that support a better future.
We foster an environment of positivity, collaboration, and excellence, embracing diversity and transformation. Our values—courage, care, collaboration, and a drive for excellence—guide our commitment to building lasting relationships and empowering employees to realize their full potential.
About the Role
As a Client Service Consultant, you will play a crucial role in supporting Client Relations Managers to ensure exceptional client service. Your responsibilities will include assisting with client queries, document preparation, stakeholder engagement, and ensuring compliance with Section 13A obligations.
Key Responsibilities
- Client Support & Administration
- Assist Client Relations Managers in delivering service excellence.
- Prepare new business documents, meeting agendas, and reports.
- Manage the distribution of electronic benefit statements and update SharePoint accordingly.
- Ensure clients meet their Section 13A obligations by reviewing unconfirmed lists.
- Provide guidance on the Client Portal for transactions, claims, statements, and reports.
- Stakeholder Engagement
- Build and maintain strong relationships with internal and external stakeholders.
- Actively promote the use of the Member App/Web for enhanced client engagement.
- Operational & Administrative Tasks
- Efficiently handle telephone and email queries.
- Track and follow up on action items from meetings.
- Process internal requests for telephone lines, laptops, and other resources via the SRS system.
- Participate in internal training, forums, and company events.
- Continuously develop in the role and undertake additional training as required.
Qualifications & Experience
- Tertiary qualification in Finance, Investments, or a related field.
- 2–3 years of experience in client services.
- 1–2 years of experience in the Employee Benefits industry (advantageous).
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Strong command of English (written and verbal).
- Knowledge of retirement fund legislation and industry regulations (advantageous).
- Familiarity with internal workflow systems and Client Portal (advantageous).
- Certificate of Proficiency in Employee Benefits (advantageous).
Key Competencies & Personal Attributes
- Adaptability & Resilience – Ability to bounce back from challenges and thrive in dynamic environments.
- Courage & Accountability – Willingness to address challenges and take responsibility for commitments.
- Analytical & Problem-Solving Skills – Ability to navigate complexity and make sound decisions.
- Client-Centric Mindset – Dedicated to delivering exceptional service and building strong client relationships.
- Collaboration & Teamwork – Ability to work effectively across teams to achieve shared objectives.
- Innovation & Continuous Improvement – Contributing new ideas to enhance processes and drive efficiency.
Why Join Us?
- Be part of a leading corporate financial solutions provider.
- Work in an inclusive, diverse, and supportive environment.
- Gain valuable experience in the Employee Benefits industry.
- Access opportunities for career growth and development.
Application & Selection Process
- Shortlisting will begin after the application closing date.
- The selection timeline depends on progress through the hiring stages and manager availability.
Our Commitment to Transformation
Sanlam Group is dedicated to diversity, equity, and inclusion. Our recruitment process aligns with our employment equity plan, ensuring fair representation across demographics and individuals with disabilities.
If you’re ready to take the next step in your career with a company that values growth, innovation, and excellence, apply today!
