637 Client Advisor jobs in South Africa
Private Client Advisor Rural
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Hello future Private Clients Advisor
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
Now’s the time to imagine your potential in a team where experts come together and ignite effective change.
Goal: Improvement on the lives of customers through simple, effective solutions that meet their needs.
Are You Someone Who Can;
- Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
- Understand and market all financial services solutions within the relevant business offering.
- Assist with profit growth for the business through ensuring effective management of the leads pipeline.
- Produce consistently high-quality outputs within agreed deadlines.
You Will Be An Ideal Candidate If You;
- Minimum Qualification - Relevant NQF level 7 FSCA approved Degree.
- RE5 Regulatory Compliance Certificates with relevant COB (Class of Business) - Essential
- Preferred Qualification - Certified Financial Planner (CFP)
- Experience - 3 to 5 years' experience within a Sales/Service area of a financial environment.
- Strong background in Banking /Investment / Financial Planning / Wealth Management
You Will Have Access To;
- Opportunities to network and collaborate.
- Earn basic guaranteed rewards with uncapped earning potential.
- Opportunities to innovate, provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Identify Local and Offshore fiduciary opportunities and advise on client philanthropy.
We Can Be a Match If You Are;
- Able to build sound relationships based on trust and openness.
- Achieving revenue and profit targets by growing portfolio base, providing independent holistic advice, solutions that ensure revenue and profit growth in line with stated KPI's across the Insure, Investments, Loans & Transact Pillar and Products.
- Contribute to a culture of service excellence, which builds positive relationships and provides opportunity for feedback and exceptional service.
Additional Requirements
In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
#POST
#FNB
Job Details
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
31/08/25
All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.
#J-18808-LjbffrClient Accounting Advisor
Posted 11 days ago
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Dynamic client accounting team operating in both the UK and SA, focused on building a strong team culture and making a positive impact are looking for an Client Accounting Advisor to join them. If you have a good base of monthly accounting for clients an would like to join a fun, dynamic and people-centirc team, then we want to hear from you!
Why join this Team?
- Be part of a dynamic, fast-growing business that puts people and culture first
- Join a team that values challenge, innovation, and making a difference
- Opportunity to work with a diverse client base across outsourced services
- Exposure to varied work with long-term career progression
What you will be doing:
- Manage a client portfolio and deliver bookkeeping, VAT returns, and management reporting
- Be the go-to person for client queries and support
- Provide software support, including Xero setups and training
- Prepare CIS returns and company secretarial documents
- Set up payment runs and handle ad hoc projects
- Ensure up-to-date financials and compliance deadlines are met
- Communicate directly with clients and internal teams
- Identify and implement process improvements
What we are looking for:
- Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experience
- Basic VAT knowledge
- Experience using Xero and Excel
- Strong attention to detail and communication skills
- Ability to manage workload and meet deadlines
- Open to learning and a team-oriented attitude
Unique Aspects & Benefits:
- Supportive, fun, and sociable team culture
- Strong focus on personal and professional development
- Direct client exposure and varied work
- Real opportunity to add value and build long-term relationships
Please note if you haven't heard back from us within two weeks of submitting your application, unfortunately your application has not been successful this time. We'd still love to stay connected, follow us online and keep an eye out for future opportunities that match your profile.
Client Care Advisor
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Customer Relationship Management Specialist
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Join to apply for the Customer Relationship Management Specialist role at Untapped
Customer Relationship Management SpecialistJoin to apply for the Customer Relationship Management Specialist role at Untapped
Working hours : 9:00 am - 17:00 pm (Flexible)
Our client, a full-suite e-commerce solutions platform, is seeking a skilled and experienced CRM Officer to join their dynamic team. The ideal candidate will have a strong understanding of CRM systems to support sales, marketing and finance, including workflow setup, and extensive knowledge of Zoho CRM and its integrations.
Role Aim: The CRM Officer is dedicated to the smooth running and continuous improvement of our SaaS Data tools across the Zoho One suite including their interaction with other stakeholders
Key Responsibilities:
- Control, maintain and challenge impeccable data hygiene standards within or CRM and associated SaaS tools to maximise accuracy, high service levels and opportunity
- Develop and implement CRM strategies to enhance customer engagement and retention
- Build and develop Zia AI agents alongside AI workflow automations Set up and maintain workflows, automations and 3rd party connections within Zoho One to streamline business processes.
- Utilize Zoho dashboards to monitor and report on key metrics for sales, marketing, development, onboarding, integrations, support and finance.
- Maintain seamless integration of Zoho programs and tools.
- Assist with upload and data management from ZoomInfo and other sources, to create targeted lists for sales and marketing campaigns.
- Build and generate comprehensive reports to support decision-making across all departments.
- Collect, analyze, and interpret customer data to provide actionable insights.
- Design and implement CRM strategies that align with the company's goals, including customer acquisition, retention, and engagement campaigns.
- Work closely with sales, marketing, compliance and customer service teams to ensure a cohesive and effective CRM strategy.
- Gather and analyze customer feedback to identify areas for improvement and enhance the overall customer experience.
- Manage and optimize marketing automation processes to improve efficiency and effectiveness.
- Support the sales team with the sales pipeline to ensure smooth transitions and effective customer relationship management.
- Coordinate with onboarding, integration and compliance teams to ensure up to date data, dashboards and reporting
- Provide training and support to team members on CRM best practices and tools.
- Ensure that customer data is handled securely and in compliance with relevant regulations.
- Define and enforce roles, profiles, and permissions to ensure data integrity and appropriate access levels.
- Customize and configure various entities in Zoho CRM to align with business processes.
- Oversee the integration of third-party applications with Zoho CRM to enhance functionality.
- Regularly review performance insights and make necessary adjustments to improve CRM effectiveness.
- Analyze customer interactions and feedback to identify trends and areas for improvement in customer service.
- Develop and monitor key performance indicators (KPIs) for customer service teams to ensure high-quality support.
- Segment customers based on behavior and feedback to tailor customer service approaches.
- Optimize workflows within Zoho CRM to enhance the efficiency of customer service processes.
- Provide training to customer service teams on using CRM tools and interpreting data to improve customer interactions.
- Establish a feedback loop between customer service and other departments to ensure continuous improvement based on customer insights.
Qualifications:
- Ideally, around 5 years of experience working with CRM systems.
- Proven experience with Zoho CRM and its various modules.
- Strong understanding of email marketing principles, building workflows and best practices.
- Ability to create and manage workflows within Zoho CRM.
- Excellent analytical skills and the ability to generate actionable insights from data.
- Proficiency in building reports for sales, marketing, compliance, support, development and finance teams.
- Experience with data management and list creation for email marketing.
- Strong communication and organizational skills.
- Very proficient with all aspects of Zoho CRM.
Key Performance Indicators (KPIs):
- Increase in customer engagement and retention rates.
- Timeliness and quality of data management, monitoring and reporting for all departments
- Successful execution and performance of email marketing campaigns.
- Efficiency and effectiveness of workflows set up within Zoho CRM.
- Accuracy and timeliness of reports generated for all areas of the business
- Quality and relevance of data uploaded and managed from Zoom and other sources.
- Growth in the number of targeted and segmented marketing lists.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Sales and Advertising
- Industries Technology, Information and Media
Referrals increase your chances of interviewing at Untapped by 2x
Sign in to set job alerts for “Customer Relationship Management Specialist” roles. Customer Service Representative (South Africa) Client Success Manager - 0633 - Pretoria, South Africa Client Success Manager - 0671 - Cape Town, South AfricaCape Town, Western Cape, South Africa $1,800.00-$,400.00 2 days ago
Client Success Manager - 0631 - Johannesburg, South AfricaJohannesburg, Gauteng, South Africa 800.00- 1,300.00 2 months ago
Johannesburg, Gauteng, South Africa 800.00- 1,300.00 2 months ago
Pretoria, Gauteng, South Africa 2 weeks ago
Cape Town, Western Cape, South Africa 1,000.00- 2,500.00 2 weeks ago
Client Success Manager - 0644 - Cape Town , South AfricaCape Town, Western Cape, South Africa 1,800.00- 2,200.00 1 week ago
Johannesburg, Gauteng, South Africa 800.00- 1,300.00 2 months ago
Client Success Manager - 0633 - Cape Town, South AfricaCape Town, Western Cape, South Africa 1,800.00- 2,200.00 1 week ago
Johannesburg, Gauteng, South Africa 3 months ago
Cape Town, Western Cape, South Africa 800.00- 1,300.00 2 months ago
Client Success Manager - 0633 - Durban, South AfricaCape Town, Western Cape, South Africa 3 months ago
Client Success Manager - 0631 - Cape Town, South AfricaCape Town, Western Cape, South Africa 1,800.00- 2,200.00 2 weeks ago
Cape Town, Western Cape, South Africa 800.00- 1,300.00 2 months ago
Durban, KwaZulu-Natal, South Africa 3 months ago
Cape Town, Western Cape, South Africa 1,000.00- 2,500.00 2 weeks ago
Client Success Manager (Podcast Company)Johannesburg, Gauteng, South Africa 800.00- 1,300.00 3 months ago
Bloemfontein, Free State, South Africa 3 months ago
Client Success Manager - 0671 - Durban, South AfricaDurban, KwaZulu-Natal, South Africa 1,800.00- 2,400.00 2 days ago
Soweto, Gauteng, South Africa 3 months ago
Pretoria, Gauteng, South Africa 3 months ago
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#J-18808-LjbffrMicrosoft Dynamics Customer Relationship Management Developer
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1 day ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
HIRING! AT JNS, A CRM DEVELOPER Microsoft Dynamics CRM Isn’t Just a Tool—It’s a Battlefield. We’re Hiring a Veteran.
(CRM Developer | Hybrid | Johannesburg | Contract)
At JNS, we don’t throw people at problems.
We hire specialists who’ve been in the trenches—and who know how to turn a CRM from “barely working” into “business advantage.”
Right now, we’re looking for a Microsoft Dynamics CRM Developer who’s fluent in configuration, dangerous with custom plugins, and allergic to clunky systems.
What You’ll Actually Be Doing:- Customizing Dynamics 365 to make the system work for the business—not the other way around
- Building workflows, plugins, and integrations that hold up under pressure
- Migrating data like a pro, ensuring it lands clean
- Connecting CRM to other platforms via APIs or middleware
- Troubleshooting like you’ve seen every error message twice
- Owning performance, security, and documentation so the next person doesn’t curse your name
- C#, .NET, JavaScript, SQL Server
- Deep experience with Microsoft Dynamics 365 CRM
- Solid grasp of API integrations and complex workflows
- 3+ years in CRM development (not just admin work)
- CRM certifications? Great. Real-world experience? Even better.
- Based in Randburg (Hybrid: min. 3 days onsite per week)
- 6-month contract , high chance of extension
- It’s for someone who’s ready to build—not babysit systems
If you’ve ever looked at someone’s CRM setup and thought,
“Who built this—and why weren’t they arrested?” We want to talk.Apply Now Here!
Drop you Cv here, if the application box is full:
— Neville
BDM @ JNS
We don’t hire for headcount. We hire to win.
#MicrosoftDynamics #CRMDeveloper #ContractJobs #SouthAfricaTech #SmartHiring #NevilleSays #JNSGroup #Dynamics365 #CRMSpecialist
Seniority level- Seniority level Mid-Senior level
- Employment type Contract
- Job function Engineering and Information Technology
- Industries IT Services and IT Consulting
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Sign in to set job alerts for “Customer Relationship Management Developer” roles. Ultra Luxury Relationship Manager – DubaiJohannesburg Metropolitan Area 4 days ago
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#J-18808-LjbffrCustomer Service
Posted today
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We are looking for a Customer Service Agent to join our team. Your responsibilities will include:
- Building and maintaining long-term customer relationships.
- Identifying and contacting potential clients.
- Communicating with clients to understand their advertising requirements and concerns.
- Participating in sales meetings and trade shows.
- Coordinating with the Marketing and Design teams to create promotional campaigns.
- Conducting in-depth research and being willing to travel to different locations.
To succeed in this role, you should be highly motivated with excellent marketing skills and familiarity with various advertising techniques. The ability to handle stressful situations and provide excellent customer service professionally and promptly will be advantageous.
#J-18808-LjbffrCustomer Service
Posted 25 days ago
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-DO YOU HAVE AN OUTGOING, ENERGETIC PERSONALITY br>
We are looking for an Customer Service Agent to be a part of our team. Your job responsibilities will include building and maintaining long-term customer relations. Besides, you will also be responsible for identifying and contacting potential clients. You should also be able to communicate with clients to understand their advertising requirements and concerns.
As an Customer Service Agent, you should be able to participate in various sales meetings and trade shows. Furthermore, you should be able to coordinate with the Marketing and Design team in creating promotional campaigns. Also, you should be able to conduct in-depth research and willing to travel to different locations.
To be able to perform in this job role, you should be highly motivated and have excellent marketing skills. You should also be familiar with various advertising and marketing techniques. A successful candidate should also be able to handle stressful situations. Your ability to provide excellent customer service in a professional and timely manner will be advantageous.
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Customer Service
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Customer Service
Posted 2 days ago
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A well-established digital printing company in Epping, Cape Town invite applications for a level customer service/production coordinator preferably from a retail print background to administer key account logistics and campaign implementation. Previous experience in printing (digital, screen and litho) manufacturing and finishing processes is essential.
Responsibilities:
- Receive production requests and prioritise accordingly to meet deadlines
- Read, process, comprehend, and follow the detailed written and verbal instructions of the customers prior to starting the job to assure the job is done correctly and to clients satisfaction
- Work with production staff and sales staff to ensure customer expectations are met
- Manage account services through quality checks on client products and follow-up with timeous communication
- Coordinating delivery schedules, arranging collections, installations of products and services
Required:
- Previous experience in printing (digital, screen and litho) manufacturing and finishing processes essential.
- Aptitude to learn quickly
- Must be able to multi-task
- Must be able to work independently
- Excellent written and communication skills
- Strong customer service skills
- Detail oriented, organised, and deadline-driven
- Must be able to work extended hours to meet campaign deadlines if necessary is non-negotiable
- Previous project management experience will be an advantage
- Must have driver's licence and own transport
If you meet the above requirements please send Cv's to '>
Customer Service
Posted 6 days ago
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Remuneration: R12,600
Monthly bonus: R2,000
The most important requirements for this role:
- You must have and love a cat.
- Be able to work 2 Sundays per month
- At least one year's contact centre experience (or be a really impressive communicator if you don’t have formal experience).
- You must have a fast broadband connection with good upload and download speed.
- You must be able to communicate effectively in English to customers from the UK.
- You must love cats! This is a role for someone who has a passion for customer service and a passion for cats.
About the company:
Our company is one of the leading premium cat food brands in the UK, renowned for our commitment to using real meat in our recipes. We pride ourselves on being the best and only meat-only premium cat food, dedicated to providing the highest quality nutrition for cats. Our mission is to ensure that every cat receives the best possible diet, and we are looking for purr-fectly passionate individuals to join our team and contribute to this goal.
Who we are looking for:
We are seeking individuals who are enthusiastic about customer service and share our love for cats. The ideal candidate will have:
- Experience in a contact centre environment, showcasing their ability to handle customer inquiries and provide exceptional service.
- A cheerful personality and a pleasant, clear voice that makes customers feel welcome and valued.
- Strong computer literacy, ensuring you can navigate various software and systems with ease.
Requirements:
To successfully perform the role of a home-based customer service representative, you will need:
- A quiet office space at home, free from distractions, with a reliable fibre internet connection.
- A laptop or desktop computer that meets our technical specifications.
- Back-up power solutions to protect against load shedding, ensuring you can work uninterrupted.
If you’re feline like this is the purr-fect role for you and you’re ready to join a company that values both customer service and feline friends, please send your CV to with the reference: CC07/07 in the title.
We look forward to welcoming a new member to our dedicated team of cat enthusiasts! Don’t paws, apply now and make this oppawtunity your