Client Relationship Consultant at Sanlam Group Tygervalley, Western Cape

Client Relationship Consultant: Niche

Date: 20 October 2025
Location: Tygervalley, Western Cape, ZA
Company: Sanlam Group

About Us
Glacier by Sanlam unites leading financial experts and reputable service providers to deliver world-class investment solutions. The company specializes in wealth creation and preservation, offering a diverse portfolio of products that include local and international investments, fixed-term and guaranteed investments, retirement savings, and retirement income solutions. Each offering reflects Glacier’s commitment to superior service, tailored expertise, and long-term client value.

Role Overview
The Client Relationship Consultant: Niche will be responsible for managing inbound and outbound communication with clients, ensuring every interaction delivers excellent service and strengthens client relationships. The role involves handling complex queries, providing accurate product information, and maintaining efficient communication systems to ensure seamless client experiences.

Key Responsibilities

• Handle inbound and outbound client calls professionally and efficiently.
• Deliver high-quality service that exceeds customer expectations.
• Build and maintain positive relationships with clients.
• Utilize IT systems accurately to manage and record all client interactions.
• Resolve client queries effectively and refer only complex cases to the appropriate departments.
• Handle complex payment-related queries and amendments.
• Provide accurate product information in line with company protocols.
• Support administrative and operational functions to ensure client satisfaction.

Qualifications and Experience

• Degree, Diploma, or Grade 12 with 3–5 years of relevant experience.
• Strong understanding of customer service and administration.
• Knowledge of compliance, accreditation, and quality assurance processes.

Key Skills

• Excellent customer service and communication skills.
• Strong administrative and organizational abilities.
• Ability to work independently and adapt to changing situations.
• Team-oriented with a proactive approach to problem-solving.

Core Competencies

• Cultivates innovation
• Customer focus
• Collaboration and teamwork
• Resilience under pressure
• Results-driven mindset

Personal Attributes

• Effective communicator
• Action-oriented and adaptable
• Detail-focused and organized
• Able to optimize work processes independently

Career Growth
Sanlam values its employees and is committed to helping them build meaningful, long-term careers. Through its business clusters — Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and Group Office — the Group offers diverse opportunities for career advancement, learning, and development.

Turnaround Time
Shortlisting will begin once the application due date has passed. The duration of the process will depend on candidate progression and management availability.

Commitment to Transformation
The Sanlam Group is dedicated to diversity, equity, and inclusion as essential components of a sustainable and thriving business in South Africa. Employment Equity plans and targets form part of the recruitment process to ensure fair representation and opportunity for all.