Client services manager Jobs in South Africa

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Client services manager • South Africa

Last updated: 20 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

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

SURF Client Services & Quotations Specialist

Sygnia LimitedCape Town, Western Cape, ZA

Sygnia Limited is seeking a detail-oriented SURF Client Servicing administrator to support SURF brokers and their funds across the Cape Town and Durban coastal regions.You will prepare SURF quotati... 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

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

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

Healthcare Client Consultant — Member Services

NMG BenefitsJohannesburg, Gauteng, ZA

NMG Benefits in Johannesburg is seeking a Member Consultant to manage a portfolio of health care clients, delivering HR and member support on medical scheme queries, plan advice and billings.You wi... 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

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

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 Consultant

Lyra HealthCapetown

Lyra Health is the leading provider of mental health solutions for employers supporting more than 20 million people globally.The company has delivered 13 million sessions of mental health care, pub... 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

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

Client Services Administrator | Waterfall

PSG Konsult LtdJohannesburg, ZA

To ensure the quality and authorise and confirm all processed client instructions to clients and financial advisers.This position reports to a Team Leader.Validate all types of instructions process... Show more

Client Services Coordinator

Las Meninas ProjectRustenburg, North West, ZA

The Development Manager for the Florida Cancer Specialists Foundation will increase community awareness to drive the short- and long-term development and financial strategic plan and goals.This pos... Show more

Service Project Manager - Lifecycle Services & Client Impact

Oxyon People SolutionsJohannesburg, Gauteng, ZA

Oxyon People Solutions is seeking a Service Project Manager based in Lanseria, Johannesburg.This role focuses on managing Lifecycle Services (LCS) interventions to ensure high customer satisfaction... Show more

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

Client Services & Investments Admin Specialist

Discovery LimitedVanderbijlpark, 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 Services Administrator

Apex GroupBellville, ZA

30+ 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