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Client Services Supervisor jobs in Newlands, Western Cape
Purpose of the job The business offers a niche of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products. The primary responsibility will be to lead and manage the team’s total operational and people capabilities. You will be required to manage a small team responsible for the resolution of exceptions and corrections on a day-to-day basis. The role requires...
Job Advert Summary:PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique...
A leading accounting and consulting firm in Cape Town is seeking a motivated Financial Accountant to join their team. The successful candidate will manage a portfolio of accounting clients, provide accounting and tax services, and maintain strong client relationships. The firm values teamwork and individual initiative, offering an excellent environment for learning and growth. Candidates should...
Client Service Consultant: Processing (Prescient Fund Services) The Transfer Agency Client Service team provides excellent levels of client service to all investors in a timely and accurate manner. This team is the conduit between the client and the broader Prescient Fund Services operational teams and offers excellent exposure and opportunity across various Management Companies for which...
Our client’s Transfer Agency Client Service team is committed to delivering exceptional client service to all investors in a timely and accurate manner. As the liaison between clients and the broader operational teams, the Client Service Consultant plays a pivotal role in the onboarding process for both individual and legal entity clients. Initially, this role will also involve participation in a...
Company Information OneDome is an award-winning next generation property marketplace (one stop shop housing ecosystem). We are a market disruptor enabling home movers to conduct an end-to-end property transaction via a single platform. The OneDome platform makes transactions faster, more assured and allows customers to have greater control over their transactions. Our goal is to challenge...
A leading financial services provider is seeking a Branch Consultant in Cape Town to enhance market share through sound financial advice and excellent client service. This role requires at least one year of sales or marketing experience, with knowledge of the insurance landscape considered an advantage. You'll be responsible for promoting products, ensuring compliance, and optimizing client...
A prominent financial institution is seeking a Client Service DD to deliver knowledge work and execute objectives effectively. This role requires achieving six sales daily while maintaining high customer satisfaction and confidentiality. The ideal candidate will hold a Further Education and Training Certificate in Business, Commerce, or Management Studies, showcasing proficiency in sales and...
A leading insurance firm in Cape Town is looking for a call centre manager to enhance client service performance and lead a team of consultants. You will be responsible for recruiting, coaching, and driving the operational success of the call centre. The ideal candidate should possess a Short Term Insurance NQF Level 4 qualification along with 2+ years of team management experience in a call...
A leading bank in South Africa seeks a dedicated individual to join their Cape Town branch. The role involves meeting sales targets, ensuring customer satisfaction, and maintaining confidentiality of client information. Candidates should have a Further Education and Training Certificate in Business, Commerce, or Management Studies. This position offers a chance to be part of a dynamic team...
The Company Electrum is a next-generation payment software technology company. Since 2012, we've delivered trusted, enterprise-grade, cloud-native software to optimise financial transaction processing. Our deep expertise has established us as a respected partner in high-volume, low-value payment schemes, enabling clients to deliver services to millions of South Africans daily. At Electrum, we...
A leading financial institution in Cape Town is seeking a candidate to provide exceptional customer service and to achieve net profit growth. Responsibilities include managing the migration of accounts, maximizing cross-sell opportunities, and delivering on customer experience standards. The ideal candidate should have strong skills in client relationships and sales. Applications must be...
Client Service Administrator Hire Resolve's client who is in the Metering Industry is seeking a motivated and detail-oriented Client Service Administrator to join their team in the Western Cape. The successful candidate will be responsible for providing excellent customer service, managing client accounts, and assisting with utility management services. Responsibilities: - Manage client...
A leading health services provider in Cape Town seeks a Medical Aid Claims Consultant to manage client queries and claims efficiently. The role requires a matric qualification, with further education being advantageous, and 3-5 years of experience in the medical aid industry is essential. Candidates should also possess strong communication skills and a solid understanding of medical claims...
The Client Services Manager supports both current and new clients. This role serves as the coordinating link between the client and formula D_ Design and Production departments ensuring that the work fully meets the client’s needs. The Client Services Manager functions as both an Account Manager and a Project Manager. This position reports to the head of design, project management and senior...
General Information Job ID 31258 Location Cape Town, South Africa Work Types Full Time Categories Client Accounting, Client Relationship Management, Entity Management We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether...
A leading international accounting firm in Cape Town is seeking a dynamic and experienced Manager to lead a team of accountants. The role involves managing a diverse portfolio of clients and delivering tailored accounting and tax services. Candidates should have proven management experience and expertise in supporting clients with wealth creation and legacy planning. Join the Private Clients...
Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary Deliver day-to-day knowledge work, in order...
This team is responsible for the resolution of exceptions and corrections on a day-to-day basis within the Unit Trust and LISP (Discretionary and Life and Retirement) operational areas. Main duties and responsibilities- Processing, maintenance and management of exceptions and correction tasks, within the Service Level Agreements and processes- Investment corrections (adjustments) and...
A leading accounting and consulting firm in Cape Town is seeking a motivated Financial Accountant to manage a portfolio of accounting clients in their outsourced accounting department. The ideal candidate will have a strong accounting background and a thorough understanding of accounting and IFRS principles. This role offers opportunities for continuous learning and career development in a...