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Client services manager Jobs in South Africa

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Client services manager • South Africa

Last updated: 8 hours ago

Client Services Administrator

Apex GroupBellville, ZA

To provide daily and monthly administrative support to ensure that a high standard of quality is maintained in operational processes related to servicing clients.Ability to communicate with a varie... Show more

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Client Services Manager (Springs, Gauteng | On-site)

Badger HoldingsSprings, ZA

Client Services Manager (Insurance Call Centre).African Independent Brokers (AIB).Location: Springs, East Rand (on-site).This isn’t a “keep things ticking” role, this is a.AIB is ... Show more

Investment Service Consultant | Retail Client Services

Allan Gray Proprietary LimitedCape Town, ZA

Our Client Service Centre is integral to our service offering for clients and independent financial advisers.As an Investment Service Consultant, your purpose will be to build clients’ and advisers... Show more

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Client Support Services (CSS) Coordinator

Hyperclear TechStellenbosch, South Africa

Client Support Services (CSS) Coordinator.Johannesburg / Stellenbosch (Hybrid/Remote).Cyberlogic is a trusted Managed Solutions Provider with offices in South Africa, Mauritius, and the UK.Serving ... Show more

Director of Client Services

ReWorks SolutionsZA
Remote
Quick Apply

Overseeing the client services team and driving strategies to deliver exceptional client support and satisfaction.This leadership position requires a proactive and experienced professional who can ... Show more

Learner: Client Services Administrator – Johannesburg, Gauteng

Sanlam GroupJohannesburg, ZA

SA Retail Mass cluster offers a unique opportunity for young, enthusiastic and energetic persons from the designated groups to gain practical working experience in a corporate environment.The learn... Show more

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Entrepreneurial Scout – Client Services Specialist

RaizcorpZA

Do you have exceptional communication skills? Are you skilled at dealing with customers and clients telephonically? Are you confident meeting call targets and working in a pressurised, high-perform... Show more

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Finance & Client Services Executive

OBrien RecruitmentCPT - CBD, Western Cape, ZA

Our client is seeking a motivated and detail-oriented.Finance & Client Services Executive.This role is ideal for someone with a strong financial background who enjoys building client relationships,... Show more

Client Services Agent

MVIASouthern Suburbs (Cape), ZA

Are you passionate about delivering exceptional customer service and confident in a fast-paced call centre environment? We’re looking for energetic, service-driven Client Services Agents who ... Show more

Client Relationship Manager

Sygnia Asset ManagementCape Town, ZA

We are looking for an exceptional individual to join our team Retail Investment Services Team in the capacity of Client Relationship Manager (CRM).DUTIES AND DAILY RESPONSIBILITIES:.Engage with Cli... Show more

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Manager Support Services

Ilembe District MunicipalityZA

Identifies with the broad Governance strategy and defines/ addresses critical functional requirements to support departmental objectives in order to ensure critical performance indicators are ident... Show more

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Client Manager

NTT Ltd.Johannesburg, ZA

As a Client Manager at NTT DATA, your role will center on building and nurturing relationships with our assigned accounts, ensuring client satisfaction, and driving expansion across all solution ar... Show more

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Head: Acquisition, Growth and Client Services

Momentum Metropolitan Holdings LimitedZA

We are establishing a new Private Wealth business focused on delivering bespoke wealth management solutions and family office services to high-net-worth individuals (HNWIs), ultra-high net worth in... Show more

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Nursing Services Manager

Melomed Private HospitalsZA

Manage the total quality of the nursing care of the hospital.Manage all administrative policies, procedures and protocols that support the nursing services.Manage Safety, Health, Environment, Quali... Show more

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Technical Services Manager

AVI LimitedZA

We’re looking for a passionate .In this role, you will plan, manage and control all aspects of the Research and Development; Biosecurity, Hygiene, Compliance and Micro feed portfolios for I&J A... Show more

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Client Services & Investments Admin Specialist

Discovery LimitedSoshanguve, ZA

Discovery Limited in Sandton invites a capable Administrator to join Discovery Invest and support our client-focused administration.Responsibilities include handling telephonic and email queries, p... Show more

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Client Manager – Accounting

Kontak RecruitmentZA

Step into a role where your accounting expertise travels further than your commute.A growing international accounting and financial services organisation based in the Netherlands is expanding its S... Show more

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Client Services Consultant (LISP)

PSG Konsult LtdJohannesburg, ZA

Deliver an exceptional level of service experience to all direct clients, financial advisers and internal stakeholders, of the integrated PSG Wealth investment platform.This position will report to... Show more

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Client Services Consultant

SanlamBellville, ZA

Client Services Consultant Date: 20 Aug 2026 Location: Bellville, Western Cape, ZA Company: Sanlam Group Who we are? Sanlam Investment Group: The Sanlam Investment Group is uniquely equippe... Show more

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Client Services Administrator

Client Services Administrator

Apex GroupBellville, ZA
29 days ago
Job description

Description

  • To provide daily and monthly administrative support to ensure that a high standard of quality is maintained in operational processes related to servicing clients.

Job specification

People:

  • Ability to communicate with a variety of individuals on all levels to obtain and confirm information
  • Maintain high level of professionalism, competence and confidentiality
  • Build positive and productive client relationships
  • Liaise with clients’ partners, admin and finance teams
  • Work effectively in a team.

Processes:

  • Call Centre - receiving and making calls to clients, partners, brokers and administrators
  • CIS transactions – forward, including new business, redemptions, switches, transfers, updates
  • Processing rejected instructions on
  • Adhoc testing on Systems and Web portal
  • Daily monitoring the unreconciled items on Silica Reports
  • FICA where applicable
  • Liaise with partners, investors
  • Investor and broker queries
  • Liaise with admin and system administrators
  • Ensure that all necessary information is maintained and updated in a database for easy access.
  • Distribute portfolio information where and to whom required
  • Ad-hoc admin tasks
  • Assist with risk identification
  • Contribute to efficient CIS operations by monitoring and tracking the accurate and timeous processing of client transactions and requests by the administrator
  • Capitalize on opportunities to demonstrate superior customer service through the provision of courteous and efficient solutions to clients’ needs.

Skills Required:

  • Relevant diploma or degree
  • Minimum of 2 years relevant experience Critical Competencies Knowledge
  • Excel skills is essential
  • Basic understanding of unit trusts and investments
  • Accuracy and attention to detail is critical
  • Keep up to date with regulatory changes Skills
  • An ability to work accurately under pressure to meet deadlines;
  • An ability to take initiative and work independently;
  • Attention to detail
  • Ability to communicate effectively at various levels;
  • An ability to think analytically and identify and solve problems