60 Banking Sales jobs in South Africa

We are seeking a proactive and client-focused Customer Service / Client Relationship Executive to join our client's dynamic team. This role is ideal for a candidate with strong communication skills and experience in customer engagement, account growth, and product support within the ICT and Office Automation industries.

The successful candidate will be responsible for nurturing client relationships after the initial sale, ensuring customer satisfaction, identifying upselling opportunities, and providing product training where required with a big focus on Microsoft 365 products. This role requires a balance of service excellence and commercial awareness, with the aim of driving long-term value within existing accounts.

Key Responsibilities

Client Relationship Management

• Build and maintain strong, trust-based relationships with clients after products and solutions have been sold.
• Conduct regular client visits to provide support, review satisfaction levels, and ensure continued service excellence.
• Act as the main point of contact for all customer queries, resolving concerns promptly and professionally.

Upselling and Account Growth

• Identify opportunities for upselling and cross-selling within existing accounts by understanding client needs and usage.
• Present additional solutions and services that add value to the client's business.
• Work with the sales team to align upselling opportunities with overall business growth strategies.

Customer Support and Training

• Provide training and demonstrations to clients on products and solutions purchased.
• Ensure clients fully understand the functionality, benefits, and best practices of the products in use.
• Monitor client usage and feedback to recommend improvements or upgrades.

Administration and Reporting

• Maintain accurate records of client interactions, visits, and service requirements in the CRM system.
• Prepare reports on client satisfaction, account activity, and upselling opportunities.
• Ensure service-level agreements (SLAs) are monitored and upheld.

Requirements

Experience

• Minimum 2 years' experience in customer service, account management, or internal sales (preferably within ICT, telecoms, or office automation).
• Proven track record of maintaining strong client relationships and identifying upselling opportunities.
• Experience in delivering product training or demonstrations advantageous.
• Proficiency in CRM systems and strong knowledge of Microsoft 365.

Skills and Competencies

• Excellent communication, presentation, and relationship-building skills.
• Customer-centric mindset with the ability to balance service with commercial goals.
• Strong problem-solving abilities and a proactive approach to client engagement.
• Organized and detail-oriented, with the ability to manage multiple client accounts.

Personal Attributes

• Professional, approachable, and service-driven.
• Self-motivated, with the ability to work independently and as part of a team.
• Goal-oriented with a passion for ensuring client satisfaction and account growth.

1.   PRINCIPAL OBJECTIVE OF POSITION

To lead and effectively manage the Client Relationship Management (CRM) team by providing strategic direction and operational strategies to ensure that Tshikululu is managing, retaining and growing client relationships successfully. This will be achieved through managing the CRM team to implement effective client management/retention strategies which will ensure that high quality services and effective social investment strategies are delivered to Tshikululu's clients.

2.   KEY PERFORMANCE AREAS, ACTIVITIES AND INDICATORS

Key Performance Areas / Outputs

Activities

1.   Client Relationship Management (CRM) Strategy and Implementation

·   Approved CRM Strategy and Implementation Plan with activities, milestones and anticipated outcomes in respect of income and the organisational strategy

·   Achievement of annual growth targets in the current client portfolio

·   Develop Tshikululu's CRM strategy and implementation plan which aligns to Tshikululu's strategy for approval annually.

·   Identify and resolve challenges that impact on the successful implementation of the CRM Strategy.

·   Manage the implementation of Tshikululu's strategic objectives which relate to client management according to the company's Balance Scorecard.

·   Track the implementation of the CRM strategy and produce reports on the progress of targets, reviewing and updating the CRM Strategy where necessary to align to the organisational strategy.

·   Provide input into the organisational strategy to identify opportunities for growth, competitor analysis and market trends.

2.   Client Relationship Management

·   A consistent client management process resulting in high client satisfaction and retention

·   Develop, implement and continue to evolve a client retention strategy/process for the CRM team.

·   Work collaboratively with the management team to plan effective resourcing per client.

·   Manage that CRMs have a deep understanding of their client's business and social investment strategic objectives by managing client engagement, strategy participation and developing and reviewing all client strategies annually.

·   Manage the allocation of CRMs across the client portfolio to ensure that each client is effectively managed.

·   Manage the end-to-end client management process by implementing processes, policies and procedures which ensure the management of the effective delivery of client SLAs.

·   Manage that SLAs are defined according to the Tshikululu procedure and standard and that the SLA's are delivered and complied with as per defined standards and deadlines.

·   Evaluate key portfolio relationships and engage with senior stakeholders and strategic clients by attending meetings, representing Tshikululu, supporting delivery of client objectives and resolving client queries and issues within SLA and as required.

·   Manage the measurement of client satisfaction across Tshikululu's client portfolio through the client satisfaction survey. Implement enhancements to client management strategies based on the insights from the client satisfaction survey.

3.   Client SI Management

·   High quality deliverables to clients through planning, strategic direction and feedback by the CRM team

·   Effective collaboration with SI team

·   Oversee the development of specific client strategies by ensuring Client Relationship Managers are facilitating and participating in strategy development meetings with relevant social investment specialists, engaging with clients on their needs, and reviewing strategies (from the SI team) that align with client needs and sector opportunities in accordance with the client's SLA.

·   Manage the implementation of the approved strategies by allocating to Client Relationship Managers, defining implementation measures and objectives, setting deadlines and tracking progress monthly.

·   Manage the CRM team to work with the monitoring and evaluation team to ensure that every client has an M&E framework implemented and that impact is reported on annually.

·   Lead the identification and resolution of challenges that impact on the ability for client strategies and deliverables to be delivered, when required.

·   Ensure that strategy successes and failures are discussed, evaluated and lessons learnt are shared to improve good practice within team. This is achieved by developing and implementing frameworks, coordinating information sharing and tracking implementation of improvements quarterly.

·   Manage the integration of Tshikululu Industry leadership and innovation into client strategies and engagements wherein the Client Relationship Managers apply good practise, source latest information and apply insights and learning from previous experience to deliver industry leading strategies on an ongoing basis.

·   Develop and maintain a deep expertise in social investment to provide value and insights to clients by attending training, engaging in industry debate and discussion, attending and participating in conferences monthly and annually.

4.   Client Management Operations

·   Effective working relationships between the CRM team and all other teams in the business

·   Standardised approach to client management which ensures consistent and excellent client delivery

·   Build a mutually beneficial and effective working relationship with the Social Impact team, Finance and Business Development teams to ensure that the Client Relationship Managers can continuously deliver high value social investment to clients.

·   Develop standardised approaches and processes to ensure effective client management including but not limited to social investment strategy, client management, knowledge sharing and financial reporting on clients.

·   Manage the review of all clients for compliance to all relevant legislation annually by creating tracking tools, managing implementation, utilisation, and reporting.

5.   Reporting

·   Timeous and accurate reporting

·   Track and report on SLA and investment delivery by collecting information, developing reports and submitting by approved deadlines.

·   Track, monitor and manage the profitability of Tshikululu's portfolio of clients.

·   Track and monitor the contribution of Tshikululu's clients to the 5-year social impact strategy.

·   Ensure that reports required from the CRM team Management are accurate, complete and compliant by evaluating the standards, checking reports against standards and addressing issues within SLA.

·   Develop and submit departmental reports within deadline.

·   Manage the drafting, reviewing and submitting of adhoc reports according to standards and by deadlines.

6.   Business Development

·   Achievement of development targets

·   Achievement of business retention targets

·   Assist the Head of Business Development in the business acquisition process by leading development of proposals, implementing costing models, conducting pitches and presentations, addressing any questions and queries, getting SLA signed (when appropriate) and following up until decision is made.

·   Identify opportunities, in conjunction with the Client Relationship Managers, to increase Tshikululu services within existing clients. This includes engaging with clients, discussing existing contracts, identifying potential opportunities and initiating discussion on providing additional Tshikululu support.

·   Identify opportunities to initiate Tshikululu's Services in new clients by engaging with existing clients and receiving referrals, initiating contact with new clients and initiating discussion on providing Tshikululu support and services.

·   Identify opportunities, build relationships and close deals to drive business development targets. Create an environment which promotes service line development which consistently and profitably meets the requirements of Tshikululu's current and future clients.

·   Lead the resolution of service issues, building resilient and mutually beneficial relationships and resolving potential customer threats in existing clients.

7.   Staff Management and Leadership

·   High-performing staff and team

·   High quality leadership

·   Live the Tshikululu values and lead according to the Tshikululu's Leadership Manifesto to deliver on the strategy.

·   Provide strategic insights from a client management perspective to develop and strengthen Tshikululu's strategy.

·   Lead, manage, monitor and support the CRM team to achieving high performance through implementing the values, behaviours and performance management system.

·   Build and maintain a high performing client management team through effective recruitment, management, career development and succession planning.

·   Build a working environment that is conducive to optimal performance and the realisation of Tshikululu's strategy.

·   Implement the Tshikululu HR strategy, policies and procedures as required.

·   Participate in the Management Committee, ensuring delivery on strategy.

3.   ROLE REQUIREMENTS

Qualifications and Experience

·   Minimum Honours in Business Administration, Social Science, Commerce or similar (Master's degree would be advantageous).

·   Minimum 8 to 10 years' experience developing and implementing operational programmes and solutions in Corporate Social Investment (CSI) and Transformation.

·   Minimum 5 years' experience in leading and managing a team.

4.   KEY INTERACTIONS / RELATIONSHIPS

Internal stakeholders

Chief Operating Officer

Client Relationship Managers

Executive Committee

Management Committee

Human Capital Management Department

Finance Department

External stakeholders

Clients

Prospective clients

Location: Johannesburg

6 months Contract role (renewable)

Customer Relationship Management Developer – Zensar Technologies

We're looking for a
talented CRM Developer
to join our team at Zensar and help us build an intelligent, scalable lead management platform. You'll design smart workflows, streamline integrations, and deliver automation that transforms how we capture, nurture, and convert leads.

Working closely with developers, analysts, and business stakeholders, you'll customize Dynamics 365 Sales & Marketing, connect systems through APIs, and bring data to life with reporting and insights. This is a chance to make a visible impact while working with the latest in the Microsoft ecosystem.

What You'll Do

• Build and enhance lead workflows in
  Dynamics 365 Sales & Marketing
  .
• Automate processes with
  Power Automate
  and the Power Platform.
• Integrate CRM with external tools and platforms.
• Drive data integrity, compliance, and BI reporting.
• Support and enable business teams through documentation and training.

What You Bring

• Hands-on experience with
  Dynamics 365 CRM
  and the
  Power Platform
  .
• Strong integration skills (REST APIs, Azure Logic Apps, KingswaySoft, etc.).
• Familiarity with JavaScript, C#, or TypeScript for CRM customizations.
• Experience in workflow automation, data migration, and Power BI.
• Excellent communication and problem-solving skills.

Why Zensar?

• Be part of a
  digital transformation journey
  .
• Shape a platform that drives
  real business impact
  .
• Work with a
  forward-thinking team
  passionate about automation, integration, and customer experience.

ABOUT PRIMAL HARVEST

Primal Harvest is a leading holistic wellness brand dedicated to empowering individuals to take charge of their health and well-being through high-quality, natural products. Primal Harvest offers a range of high-quality supplements and wellness products designed to support various health needs, including immunity, gut health, sleep, and joint care.

As a Direct-to-Consumer brand, we pride ourselves on transparency, trust, and creating a dependable wellness foundation for our customers. Primal Harvest was founded in 2018 and is a brand of Prime6 Brands GmbH and Primal Harvest LLC, with two international hubs in Miami, Florida, USA and Cologne, Germany.
Learn more at /

LOCATION:
Remote collaborating across EST & CET

ABOUT THE ROLE

We are looking for a strategic yet hands-on Director of CRM & Retention to own lifecycle marketing and customer loyalty across multiple channels. Reporting to the VP of Marketing and managing an Email Marketing Specialist, this role will be responsible for designing and optimizing CRM campaigns, enhancing the post-purchase journey, and using data-driven insights to deliver impactful segmentation and personalization. The ideal candidate brings deep expertise in CRM, customer engagement, and retention strategies, with proven success in managing tools, leading teams, and leveraging analytics to drive measurable business growth.

WHAT YOU WILL DO

Customer Marketing Strategy:
Lead the planning, development, and execution of CRM campaigns in partnership with the brand team. Manage campaigns across various channels, including email, SMS, push notifications, and in-app messaging to engage and retain customers.

Post-Purchase Consumer Experience:
Collaborate cross-functionally to design and implement a comprehensive post-purchase experience that adds value and enhances customer retention, offering more than just the core product.

Toolset Optimization for Customer Engagement:
Manage and optimize customer engagement tools (e.g., ESP, Referral, Subscription) to drive meaningful customer interactions and results. Ensure the toolset remains competitive and aligned with business goals.

Segmentation Strategy Development and Implementation:
Develop and implement a thoughtful segmentation strategy by identifying key data points and deepening the understanding of customer behavior. Integrate segmentation into CRM efforts to enhance personalization and targeted engagement.

Testing & Analysis for Continuous Improvement:
Conduct tests and analyze the performance of CRM campaigns to continuously optimize tactics. Use data-driven insights to inform strategic decisions and improve the effectiveness of all CRM initiatives.

Own the performance and operational success of CRM channels
by managing their execution, optimization, scalability, testing, and reporting, ensuring they provide a strong foundation for marketing efforts while driving retention, CLV, and business growth.

Develop and implement tactical CRM initiatives
to enhance customer experience across key touchpoints—including email, SMS, Subscription, and e-commerce interactions—focusing on converting prospects, engaging non-subscribers, and retaining subscribers, with an emphasis on channel performance over content or creative direction.

Leverage customer data and insights
to identify opportunities for segmentation, personalization, and targeted interventions, enabling marketing teams to create impactful strategies while maintaining responsibility for channel infrastructure, operational testing, and execution.

Own and optimize the CRM tech stack, touchpoints, and e-commerce customer interactions
by managing relationships with tech partners, leading the discovery and implementation of new tools, and ensuring seamless lifecycle marketing capabilities, retention tools, and operational scalability.

Monitor, analyze, and report on CRM performance metrics,
including testing results, to refine channel operations, uncover actionable opportunities, and improve acquisition, retention, and overall performance from a business perspective.

WHAT YOU BRING

• 7+ years of experience in CRM, retention marketing, or customer lifecycle management within a DTC (Direct-to-Consumer) brand
• Proven track record in multi-channel CRM execution (email, SMS, subscription touchpoints)
• Strong technical acumen with ESPs, cohort building, and data-driven customer segmentation
• Proficiency in Klaviyo and experience with Shopify-based brands
• Excellent analytical skills, with a data-driven approach to testing and optimizing customer retention strategies
• Experience in fast-moving CPG preferred
• Hands-on operator mindset: thrives in a fast-paced, scrappy environment
• Strong collaboration and communication skills across cross-functional, international teams

Redscreen has been at the forefront of financial software solutions for over 25 years. We're a privately-owned, proudly South African company and we are currently looking to expand our team

We're looking for a Senior Sales Executive to drive business growth, expand into new vertical banking markets, and build sound, profitable client and partner relationships.

What you'll be doing:

Building new client footprints and expanding into new markets

Growing opportunities within existing accounts

Leading high-level client discussions with commercial maturity

Designing and executing sales strategies to achieve sales targets

Strengthening partnerships and motivating internal teams

What we're looking for:

3+ years' Account Management & Sales experience (Banking / Financial Services industry exp. Very pref)

Strong communication, negotiation & presentation skills

Proven ability to manage multiple projects and meet deadlines

Degree in Business, Marketing / related – very pref)

A proactive, commercially astute team player

Why join Redscreen?

25+ years of success in Financial Services

Work closely with the CEO & MD in a high-impact role

Be part of a fast-paced, innovative, and collaborative team

Opportunity to shape growth in a competitive market

Ready to take the next step in your sales career? Apply today and help us grow the Redscreen footprint

Please email your application to or apply via Indeed

Job Type: Full-time

Work Location: In person

Requisition Number-

Closing Date-22 September 2025

Location-North West - Rustenburg

Job Family
Sales and Services

Career Stream
Relationship Management

Leadership Pipeline
Manager of Others

FAIS Affected
FAIS Affected - Yes

Job Purpose
To lead, guide, support and coach front-line staff to execute effectively upon the business strategy, enabling the delivery of banking solutions to relevant market segments; ensure client centric experiences that builds sustainable client relationships.

*Job Responsibilities *

• Ensure team deliver on all targeted products and services as measured through the relevant client management systems and the contribution statement.
• Achieve quality and turnaround standards through relevant systems, processes and procedures.
• Understand and respond to client's business, personal and household needs.
• Understand and apply the bank's risk and credit policy and manage client expectations accordingly.
• Improve team efficiency and effectiveness continuously.
• Respond within agreed timelines to tasks and responsibilities deployed onto the relevant systems.
• Build sound client relationships with staff and instil trust amongst clients that Nedbank is best placed to manage the complexity of their business, personal and household requirements.
• Lead teams to build and maintain effective professional relationships with low to high value profile clients through contact management.
• Lead teams to engage clients and in a manner that is relevant to their specific circumstances.
• Manage bankers to unearth sales / solution opportunities and to create advocates among their clients.
• Support teams to deliver quality client engagements.
• Manage escalated client complaint to ensure agile resolution.
• Ensure and apply compliance with Risk standards by completing specified compliance training and ensuring that teams complete theirs.
• Ensure teams execute on the client centric objectives.
• Ensure adherence to relevant systems, processes, standards, protocols, procedures and take corrective action where necessary.
• Improve client service delivery when providing tailor made financial solutions and client service.
• Manage performance of staff through regular engagements.
• Review team's work output and deliverables and ensure corrective action is taken.
• Mentor and coach staff on identified performance gaps and track corrective action.
• Create a collaborative environment of teamwork that will ensure motivated staff that shares knowledge and information to enable decision making.
• Stay abreast in field of expertise and deliver on the expectations from stakeholders.
• Maintain a capable high performing team and ensure an environment for optimal performance.
• Ensure self and team understand and embrace the Nedbank Vision and Values.
• Manage the on boarding process of new employees.
• Attend and apply learning from relevant training programs.
• Ensure transformational targets are met for own team through consideration of targets during the staff recruitment, retention and training process and utilising suppliers listed on the preferred supplier list. Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.
• Participate in culture surveys and address issues raised to improve results through the implementation of action plans.
• Create a client service culture through various required interventions.
• Support and encourage staff to participate and support corporate responsibility initiative.
• Achieve operational excellence by supporting the implementation of business optimisation improvement through team engagement.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Minimum Experience Level

• Must have 7 years' experience in Sales banking environment
• Must have Regulatory KI Exam (RE1)

*Technical / Professional Knowledge *

• Business terms and definitions
• Communication Strategies
• Governance, Risk and Controls
• Credit management principles and requriements
• Principles of financial management
• Banking procedures
• Business Acumen
• Relevant regulatory knowledge
• Business writing skills
• Microsoft Office

Behavioural Competencies

• Adaptability
• Aligning and Executing Sales Strategy
• Coaching the Sales Team
• Delegation and Empowerment
• Driving Innovation
• Guiding Sales Transformation
• Making Sales Operations Decisions
• Targeting Sales Opportunities

Disclaimer
Preference will be given to candidates from the underrepresented groups
Please contact the Nedbank Recruiting Team at
Please contact the Nedbank Recruiting Team

*Job Classification
Requisition: *

Title:
Relationship Manager: Debtor Management

Location:
Roodepoort

Closing Date:
10 October 2025

Job Family
Sales And Services

Career Stream
Client Service

Leadership Pipeline
Manager of Self

FAIS Affected
Job Purpose
To sell, service and manage the Nedbank Debtor Management (NDM) Portfolio in line with Nedbank's Relationship Banking Channel strategy and agreed targets. The debtor management suite of products would include Invoice Discounting, Factoring, Cash Solutions/Single Invoice Discounting, Export Factoring and Trade Finance.

*Job Responsibilities *

• Grow the Nedbank Debtor Management book in line with budgets by building and maintaining client relationships
• Source new business by presenting Nedbank Debtor Management product opportunities to clients. (Invoice Discounting; Factoring; Cash Solutions/Single invoice discounting; Export Factoring and Trade Finance)
• Provide product expertise by delivering Nedbank Debtor Management solutions in line with Relationship Banking Channel strategy and budget
• Build and maintain client relationships through the undertaking of independent and dual visits with bankers based on client needs and related situations
• Build relationships with internal/external stakeholders by contributing to structured information sharing meetings
• Identify opportunities by collaborating with Relationship Banking Channel according to strategy
• Manage and monitor onboarding of new clients
• Monitor portfolios in line with credit limits and associated Management Information Systems to ensure that client expectations are met
• Ensure client expectations are met by liaising with regional and product teams. Monitor/manage outputs as per service level agreements to internal and external stakeholders
• Collaboration with operations/audit within Debtor Management
• Address operational and system challenges by managing client relationships and involving internal stakeholders to find solutions and resolve challenges
• Support the achievement of the business strategy, objectives and values by reviewing Nedbank and Business Unit Plan and ensuring delivered systems, process, services and solutions are aligned
• Identify training courses and career progression for self through input and feedback from management
• Ensure all personal development plan activities are completed within specified timeframe
• Share knowledge and industry trends with team and stakeholders during formal and informal interaction.
• Obtain buy-in for developing new and/or enhanced processes (e.g. operational processes) that will improve the functioning of stakeholders' businesses by highlighting benefits in support of the implementation of recommendations.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc.)
• Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. Green Strategy)
• Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and adding value to Nedbank

Essential Qualifications - NQF Level

• Advanced Diplomas/National 1st Degrees

Minimum Experience Level

• Minimum 5 years relevant job related experience.
• Banking experience preferable and high level liaison essential
• Sales / Relationship management experience essential

*Technical / Professional Knowledge *

• Business administration and management
• Business terms and definitions
• Change management
• Financial Accounting Principles
• Governance, Risk and Controls
• Principles of project management
• Relevant Nedbank product knowledge
• Relevant regulatory knowledge
• Talent management
• Management information and reporting principles, tools and mechanisms

Behavioural Competencies

• Building Partnerships
• Earning Trust
• Communication
• Customer Focus
• Business Acumen
• Planning and Organizing

Please contact the Nedbank Recruiting Team

A well established financial institution is seeking to hire a Commission and Data Reporting Officer.

Your education and duties of the following will enable you to move forward in the screening process:

Education:
National Education: Senior Certificate (Matric) required

Bachelors degree in finance, Financial Management, Economics, Business Administration, or a related field

Experience :

• Minimum 5 years of experience in financial services environment, ideally in an operations, reporting or revenue-related role.
• Previous exposure to or familiarity with business reporting tools or platforms is advantageous.

Financial Acumen: Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.
Process Discipline : Comfortable working with monthly cycles, checklists, and structured deliverables under time pressure.
Strong
Familiarity with commission systems (e.g., Commsplit), CRM platforms, and provider data portals.
Awareness of compliance and regulatory considerations in reporting.
Advantageous : Exposure to Power BI, or collaboration with data/reporting teams on dashboard requirements.

Skills

• Collaboration and Communication: Able to engage professionally with multiple stakeholders, relay reporting needs, and provide clear written/verbal updates.
• Attention to Detail: High level of accuracy in handling reporting-related information.
• Problem solving: Ability to identify information data discrepancies, maintain accurate logs, and enforce data quality standards.
• Process Coordination: Skilled in managing and improving routine reporting processes.
• Time Management: Ability to manage multiple reporting deadlines with minimal supervision.
• Accountability and Ownership: Willingness to take full responsibility for deliverables and data accuracy.
• Technical Literacy: High proficiency in Excel (including pivot tables, VLOOKUP/XLOOKUP, data validation).
• Attributes
• Discretion and professionalism: Handles sensitive financial data and advisor-related documents with care and confidentiality.
• Client centric mindset
• Mature and positive attitude
• Self-starter and self-motivated
• Team player
• Professionalism
• Integrity
• Highly proactive
• Confident

Financial Services Administrator

Hybrid: some on-site work required (3 days a week in office, to be reduced to 2 days after training)

Johannesburg North (Fourways area), Gauteng

Salary R15,000- R18,000 per month

We are seeking a Financial Services Administrator to join our growing team within a well-established financial planning practice. In this role, you will provide essential administrative support to a team of Independent Financial Advisers, helping them deliver outstanding service to clients and manage their day-to-day operations.

Key Responsibilities:

Client Administration Support: Preparing for client meetings, maintaining client records, booking appointments, and supporting post-meeting activities.

New Business Applications: Processing new business applications, communicating with clients and providers, and ensuring smooth administration of client portfolios.

Documentation & Reports: Assisting with preparing client suitability reports, meeting packs, and other relevant documentation.

Recordkeeping & Compliance: Managing accurate records and documentation, ensuring compliance with regulatory standards.

General Administrative Support: Managing diary schedules, processing post, and maintaining an organised and efficient administrative workflow.

Experience required:

Background: Ideally, you will have experience in financial services, pension or investment administration.

Qualifications: Financial Services-related qualifications are desirable, but not essential.

Skills & Attributes:

Strong organisational skills with the ability to manage multiple tasks.

Proficiency in Microsoft Word, Outlook, Excel, and Microsoft Teams.

Experience in a customer-focused administrative role, with the ability to confidently liaise with internal teams and external parties.

Job Type: Full-time

Pay: R15, R18,000.00 per month

Experience:

Microsoft Excel: 1 year (Preferred)

Job Type: Full-time

Pay: R15 000,00 - R18 000,00 per month

Location:

• Johannesburg North, Gauteng (Preferred)

Work Location: Hybrid remote in Johannesburg North, Gauteng