1,137 Client Advisor jobs in South Africa

Overview

Job Purpose

To provide personalised advice financial solutions client service and educate clients on the convenience security and functionality of self-service solutions in order to meet business goals and exceed client expectations.

Client Engagement :

• Respond to client needs by offering the right service and solution.
• Nurture strong long-standing client relationships.
• Educate clients and potential clients on how to subscribe and service their account.
• Educate clients on the convenience security and functionality of self-service solutions.
• Provide knowledgeable client service that fosters mutual trust and confidence.
• Discover clients needs through connecting understanding and delivering financial solutions with care.
• Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Identify cross-selling opportunities through client engagement and quality conversations.
• Facilitate the sales process by informing clients of the product features and benefits.
• Fulfill clients needs through documenting needs analysis and by providing suitable financial product solutions.
• Obtain referrals from existing clients as well as leads from other business units.
• Build maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications queries and requests.
• Educate clients on the use of alternative cost effective time saving and convenient self-service channels.
• Provide complete solution to clients by networking and collaborating with internal stakeholders.
• Provide input into client financial analysis make recommendations to credit and monitor the return of security documentation.
• Identify and recommend opportunities to enhance processes systems and policies.

Nedbank Goals :

• Contribute to the success of Nedbank through meeting your service excellence teamwork and personal development goals whilst adhering to Nedbank security operational and compliance procedures and policies.
• Act in the clients interest inform the client do what you say and promise take accountability and go the extra mile.
• Develop retain and grow the business by delivering against individual and team goals that support a positive client experience.
• Achieve business objectives and identify and execute on quality sales leads.
• Increase market share of primary clients by entrenching clients through Core needs discussions salary and debit order switching as well as enrolling clients on the various digital platforms.

Risk and Compliance :

• Mitigate risks and meet legislative requirements (e.g. FICA FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
• Report suspicious transactions to the relevant department.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters communications and training material.

Job Responsibilities Continue

Essential Qualifications - NQF Level

• Advanced Diplomas / National 1st Degrees

Preferred Qualification

FAIS Approved Qualification

Essential Certifications

Preferred Certifications

Minimum Experience Level

3 - 6 years

Retail / Banking Client Service Sales Relationship experience

• Product sales skills
• Sales Strategies
• Product Knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management

• Building Customer Loyalty
• Building Trusting Relationships
• Sales Persuasion
• Technology Savvy
• Planning and Organizing
• Adaptability
• Applied Learning

Please contact the Nedbank Recruiting Team at

Required Experience :

Senior IC

Computer Hardware,Loan Processing,Sales Experience,Continuous Integration,Iis,Risk Management,Banking,Strategic Planning,Curriculum Development,Administrative Experience,Program Design,negotiation

Employment Type : Advisor

Experience : years

Vacancy : 1

Position : Fragrance Advisor

Department : Sales

Location : Arc Claremont

Reporting to : Store Manager

The Prestige Cosmetics Group is one of the subsidiaries of CAVI Brands and is one of the leading distributors of luxury fine fragrance, cosmetics, and specialised skincare in Southern Africa. Some of the luxurious brands include Chanel, Bvlgari, La Prairie, and Dolce & Gabbana to name a few. The Prestige Cosmetics Group epitomizes luxury, dynamism, sophistication and excellence and is offering an exciting opportunity for a driven and ambitious individual to join the team as a Retail Specialist for Chanel in ARC stores.

Purpose of the Role

The purpose of the role is to provide an exceptional client experience to maximise sales and profitability; to ensure that operating standards are executed and maintained, and to build and enhance the retailer brand image.

KEY RESPONSIBILITIES

MAXIMISE TURNOVER, PROFIT AND PRODUCTIVITY

• Achieve monthly and annual sales targets
• Assist in setting up and driving sales at events/launches/retailer activities
• Provide feedback on sales/customer related issues or concerns timeously

BRAND MANAGEMENT

• Monitor competitor activity, stay up to date with current industry trends
• Ensure that hygiene and safety standards are maintained according to retailer requirements at all times
• Adhere to and maintain brand standards at all times

STOCK MANAGEMENT, MERCHANDISING AND STORE OPERATIONS

• Ensure that stock is merchandised according to merchandising guidelines
• Report out of stocks to line manager daily to drive sales and maintain an exceptional client experience
• Stock administration, stockloss prevention, stock level control and management
• Implementation and adherence to operating procedures and policies at all times
• Asset control and security
• Point of sale

CUSTOMER EXPERIENCE

• Provide an exceptional and consistent client experience to all clients
• Uphold and reinforce the Client journey and experience standards
• Build relationships, loyalty and inspire confidence in clients by providing fragrance recommendations
• Use expert knowledge and skills when demonstrating fragrances to clients
• Share fragrance tips, expert knowledge, current trends and provide customers with a personalised, educational experience
• Drive increased customer data base (attraction of NEW customers)

TEAMWORK

• Work in collaboration with other colleagues and stakeholders to ensure a harmonious working environment, contribute to the execution of the overall sales operational plan, participate in and support all events and hold each other accountable
• Support and assist new team members with onboarding and orientation
• Ensure that exceptional; consistent standards are maintained
• Live the company values; conduct oneself with integrity at all times

ADMINISTRATION

• Daily tracking sheets/reports completed and submitted as required
• Implementation of CRM processes
• Retail reports and updates as required

COMPETENCIES

• Deciding and Initiating Action
• Working with People
• Relating & Networking
• Adhering to Principles and Values
• Persuading and Influencing
• Planning and Organising
• Delivering Results & Meeting Customer Expectations
• Coping with pressure and setbacks

REQUIREMENTS/QUALIFICATIONS

• Matric certificate
• At least 3 years fragrance experience within a retail environment
• Must be able to demonstrate retail knowledge and current industry trends
• Must be a team player, an active learner and problem-solver
• Must be willing to work weekends and shifts as required
• Must have own transport

Job:Sales and Service

Primary Location: Arc Claremont

Overview

Louis Vuitton is the world’s leading luxury brand, promoting a spirit of excellence, innovation, creativity and development. We are a prestigious pioneering brand in the field of fashion and accessories.

We currently have Part Time vacancies in our prestigious Johannesburg store. The successful candidate will be responsible for driving sales, providing excellent customer service and working together with their team to promote an outstanding environment for customers and staff alike to enjoy.

You will be meticulous, commercially minded, empathetic, curious and have a proven track record in sales or hospitality.

In return, you will join a winning, well established team who are experts in the field of sales and customer service. Roles are based in our vibrant and exciting central London stores, each with their own special characteristics and nearby attractions.

You will be provided with the industry leading training which offers you a in-depth insight into the luxury retail industry. In addition to this you will receive a generous benefits package, unparalled career development opportunities to work both locally & globally in addition to learning from the very best talent within the industry.

“Make your career a beautiful journey” with Louis Vuitton

• Drive and achieve individual and team objectives and be accountable for sales results
• Welcome every Client and provide the best Client experience
• Advise Clients across the Brand and all product categories
• Engage with Clients to develop long-term relationships, leveraging different clienteling tools, in order to foster Brand loyalty
• Perform as a team-player, participate in all activities contributing to the overall objectives of the store
• Learn and master Brand and product knowledge
• Respect Louis Vuitton Brand standards in terms of grooming and behavior
• Follow the company’s policies and procedures

• Curiosity
• Empathy
• Agility*
• Commercial Mindset
• Passion for the brand
• Professional Attitude
• Responsibility & Ownership
• Agility willing to adapt to different clients and situations

Applicants need to have eligibility to work in South Africa.

Reference LVM29618

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 firstJoin a team that values challenge, innovation, and making a differenceOpportunity to work with a diverse client base across outsourced servicesExposure to varied work with long-term career progressionWhat you will be doing : Manage a client portfolio and deliver bookkeeping, VAT returns, and management reportingBe the go-to person for client queries and supportProvide software support, including Xero setups and trainingPrepare CIS returns and company secretarial documentsSet up payment runs and handle ad hoc projectsEnsure up-to-date financials and compliance deadlines are metCommunicate directly with clients and internal teamsIdentify and implement process improvementsWhat we are looking for : Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experienceBasic VAT knowledgeExperience using Xero and Excel Strong attention to detail and communication skillsAbility to manage workload and meet deadlinesOpen to learning and a team-oriented attitudeUnique Aspects & Benefits : Supportive, fun, and sociable team cultureStrong focus on personal and professional developmentDirect client exposure and varied workReal opportunity to add value and build long-term relationshipsPlease 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.

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 a Client Accounting Advisor to join them. If you have a good base of monthly accounting for clients and would like to join a dynamic and people-centric 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:

• Process invoices and expenses in Dext supplier details, nominal code, VAT flag, due date, track categories
• Complete bank reconciliations
• Set up supplier payments
• Request missing documentation from clients
• Handle general email client queries
• VAT returns
• Post journals for prepayments and accruals
• Calculate and adjust for deferred / accrued income
• Hold and run client meetings whether proposed changes to management accounts and generally keep abreast of what's going on with their business

What we are looking for:

• Minimum of a BComm degree / SAIPA articles and 2 years accounting firm experience
• 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.

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 Service Advisor: Cyber

Experienced as a Broker within the Short-term insurance industry? Looking for a career shift? We are hiring!

Aon South Africa is hiring a Client Service Advisor within our Cyber team. This is a hybrid role with the flexibility to work both virtually and from our head office in Sandton.

The role of the Client Service Advisor: Cyber is to work closely with Client Manager/ Account Executive or Strategic Account Manager to retain and service existing and prospective clients.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

• Responsible for being the primary point of contact for clients
• Contributes to and provides input into the entire client life cycle, on new business and renewals, renewal invites, proposal forms to new business enquiries invoicing, credit control, claims oversight initial stages and pre-renewal meetings, endorsements and/or cancellations
• Works with New Business Development Executive to generate and co-ordinate internal new business leads to enable the cross-selling strategy
• Works with Client Manager or Strategic Account Manager to ensure high quality, efficient and compliant delivery of all clients servicing administrative/transactional activities
• Provides clients with renewal notices and reminders
• Provide detailed quote requests to insurers, review renewal or new business enquiry submission and obtain any information which has not been provided
• Needs analysis – to ensure client has correct cover, limits and coverage
• Prepares renewal instruction forms, quotes, closing instructions
• Communicates with insurers on any negotiations such as discounts, coverage, endorsements following requests from clients
• Manages and facilitates the cancellation process and creates the necessary documentation
• Fulfils the primary point of contact for clients providing services and resolving queries in terms of claims, other products, consulting services
• Assists in the day to day running of clients’ risk and insurance programmes, producing and checking documentation where required
• Liaises with the outsource supplier to pass on appropriate work and ensure standards are met (where outsource partner exists)
• Contributes to all client planning meetings and attends and contributes to internal and external client meetings

How this opportunity is different

What makes Aon different are the people and the culture. Aon colleagues support each other, across geographies and solution lines. Aon has the tools plus depth and breadth of experience to drive great outcomes for our clients, while providing the optimal environment for the career and personal growth of our colleagues.

Skills and experience that will lead to success

Qualifications.

• A minimum of Grade 12 or equivalent
• A Bachelor’s degree in the Cyber space/Risk Management Insurance is preferable.
• Cyber Accreditation is advantageous.
• Must be registered as a representative with the FSCA in terms of the FAIS Act.

Knowledge.

• Working knowledge in Cyber and/or Financial Lines Insurance.
• Excellent knowledge of policy wordings
• An extensive knowledge of the South African and international short-term insurance markets will be advantageous
• An in-depth strategic knowledge of industry and business strategies and company goals will prove beneficial.
• Digital literacy with advanced know-how in MS Word and Excel.

Skills and Attributes.

• Sophisticated analytical, technical and problem-solving skills and abilities
• Ability to communicate effectively
• Good interpersonal and organizational skills
• Ability to work optimally in and with teams.

Experience.

• Have a minimum of 2 - 5 years’ experience in a similar or related role
• Cyber/PI or PL experience as a broker is advantageous
• Prior experience in broking would be beneficial.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

Aon South Africa is rated a Level 1 Contributor to the BBBEE.

#LI-AO1

Overview

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

Education:

• National Education: Senior Certificate (Matric) required
• Bachelors degree in finance, Financial Management, Economics, Business Administration, or a related field

• 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.
• Exposure to Power BI, or collaboration with data / reporting teams on dashboard requirements is advantageous.

Strong understanding of advisor remuneration structures, revenue flows, and commission-based compensation.

Comfortable working with monthly cycles, checklists, and structured deliverables under time pressure.

Awareness of compliance and regulatory considerations in reporting.

• 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).
• 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

Job Listings

1. Financial Crime Manager at SBS Bank — Invercargill, Southland. This is a Full time job.

   Responsibilities / highlights:

   • Lead a high performing team
   • Lead a critical function that protects Members and the organisation from Financial Crime
   • Be part of a team that values trust, autonomy, and excellence

   Classification: Management; Banking & Financial Services

2. Relationship Manager - Auto at Avanti Finance — Rest of Waikato, Waikato. This is a Full time job.

   Responsibilities / highlights:

   • Be part of a team that values trust, autonomy, and excellence
   • Build and deepen relationships

   Sub-classification: Account & Relationship Management; Banking & Financial Services

3. Business Development Manager - Central North Island at Heartland Bank — Palmerston North Central, Manawatu. This is a Full time job.

   Responsibilities / highlights:

   • Challenge yourself in a diverse fast-paced environment
   • Opportunities for development and growth
   • Excellent Insurance package and banking perks

   Additional context: Kai ora! Reverse Mortgages team opportunity in the Central North Island region.

4. Partner - Business at BNZ — Christchurch Central, Canterbury (Hybrid). This is a Full time job.

   Responsibilities / highlights:

   • Hybrid Working
   • 6 weeks annual leave
   • You will need existing experience in business or commercial banking
   • An exciting opportunity for a highly ambitious banking professional to join a successful team

   SubClassification: Banking - Business Banking

5. ANZ Senior Sales & Relationship Manager (fixed-term) at Suncorp — Auckland CBD, Auckland (Hybrid). This is a Contract/Temp job.

   Responsibilities / highlights:

   • Leadership opportunity to manage our key relationship with ANZ on a fixed-term role until October 2026

   SubClassification: Account & Relationship Management; Banking & Financial Services

6. Agribusiness Partner at BNZ — Taupo, Waikato. This is a Full time job.

   Responsibilities / highlights:

   • Bring your passion for or knowledge of the agribusiness industry
   • Provide excellent service to Agribusiness clients via phone-based management
   • Amazing staff benefits, including 6 weeks annual leave
   • Manage & grow a portfolio of Agribusiness clients, being their dedicated point of contact

   SubClassification: Account & Relationship Management; Banking & Financial Services

7. Senior Commercial Manager - Pakihi Māori — Auckland and Wellington (Expiring soon). This is a Full time job.

   Responsibilities / highlights:

   • Work with us and contribute to Toi’s transformational impact in our community
   • We focus on wellbeing and balance
   • The perfect amount of you. It’s you. Join us and be part of a collaborative team

   SubClassification: Banking - Business Banking

8. Relationship Associate at Westpac New Zealand Limited — Queenstown, Otago. This is a Full time job.

   Responsibilities / highlights:

   • Market Leading Superannuation & Kiwisaver schemes
   • Additional 5 days of wellbeing leave (annually)
   • Career development opportunities; Banking Benefits and Insurance discounts
   • Evaluate the creditworthiness of Corporate customers by analysing financial statements, credit reports & other data

   SubClassification: Banking - Corporate & Institutional Banking

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