63 Client Engagement jobs in South Africa

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To execute the FICA and KYC through engaging with CIB clients on-line or at their premises to obtain verification documentation and information for purposes of ongoing due diligence reviews.

Job Responsibilities

• Keep cost of service at acceptable levels by managing own unit expenses and capacity.
• Plan and implement cost effective processes by aligning to best practice
• Ensure that operations adhere to budget constraints by planning and controlling expenses.
• Ensure early detection of issues and reporting thereof to the project and/or to the client.
• Communication of revised timelines, roadblocks, change requests and resource negotiations with stakeholders by conducting meetings and/or sending emails.
• Develop and maintain collaborative relationships with internal and external stakeholders by actively managing call programs.
• Measure client satisfaction through self-outbound and independent external surveys.
• Ensure clients fully understand on/off boarding processes and procedures by constantly communicating with them.
• Build client value proposition by building strategic relationships with key internal stakeholders
• Maintain acceptable risk profile by adhering to risk policies as evidenced by the risk officer.
• Adhere to compliance requirements by meeting cluster requirements of 100% as reported by compliance.
• Ensure continuity in the role and single view of clients by recording all on-site interactions with clients with client software technology.
• Ensure communication and single service experience by clients by meeting all internal compliance governance requirements
• Ensure quality and compliance in company sign up process by monitoring adherence to legislation.
• Ensure that all projects are managed by following defined processes and procedures.
• Management and escalation of risks and issues by regular feedback sessions with stakeholders
• 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

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Advanced Diploma/Bachelor's Degree, LLB or Compliance/AML Certificates.

Minimum Experience Level

• Must have 3-5 years in a relationship management experience

Technical / Professional Knowledge

• Banking knowledge
• Banking procedures
• Business Acumen
• Business principles
• Business writing
• Communication Strategies
• Data analysis
• Governance, Risk and Controls
• Microsoft Office
• Nedbank policies and procedures
• Nedbank vision and strategy
• Principles of financial management
• Principles of project management
• Relevant regulatory knowledge
• Relevant software and systems knowledge
• Decision-making process
• Nedbank culture
• Cluster Specific Operational Knowledge
• Communication
• Energy
• Building Trusting Relationships
• Managing Work
• Sustaining Customer Satisfaction

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Please contact the Nedbank Recruiting Team at +27 860 555 566

If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.

Nedbank Ltd Reg No 1951/0009/06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at +27 860 555 566

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Client Engagement Specialist required in Bellville.

Our client is looking for a sharp and enthusiastic Client Engagement Specialist to join their fast-growing, forward-thinking team. You will be the first point of contact for incoming client enquiries, connecting with potential customers, understanding what they need, and helping turn interest into sales.

If you are confident, curious, and ready to be part of a high-energy environment where your ideas count, this could be your next big move.

Requirements:

• Matric, or similar qualification advantageous
• Previous sales experience is preferred but not essential
• Experience compiling quotes is essential
• Excellent communication in both English and Afrikaans
• Hospitality background will be advantageous
• Ability to work under pressure and prioritise tasks
• Outstanding analytical, organizational, and time management skills
• Exceptional customer service skills
• Excellent computer skills and telephone etiquette are a must

Duties and Responsibilities:

• Assisting customers in product selection according to their branding requirements
• Understand customer demands, needs, and preferences
• Liaising with clients via telephone and email
• Processing quotes and follow up with clients
• Process orders and sales
• Coordinate with team members and departments
• Act as the point of contact and handle customers’ individual needs
• Resolve conflicts and provide solutions to customers in a timely manner
• Meet monthly sales targets
• Developing positive relationships
• Generating new sales using existing and potential customer networks
• Report on the status of accounts and transactions
• Set and track sales account targets, aligned with company objectives

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OneDome is the World's first Homebuying platform which enables home buyers and sellers to conduct an end-to-end property transaction online. From searching for properties to engaging with estate agents, conveyancers and mortgage brokers - everything is done on one centralised consumer-centric platform.

OneDome achieved Gold for the Best Use of Digital in Property market and won the title of the Most Innovative company in 2021 Best Business Awards in the UK.

In 2019, OneDome acquired Nethouseprices.com, one of the oldest and most trusted property search websites in the UK. OneDome's managed websites are among the most visited property websites in the UK, attracting nearly 3Mil monthly visits and generating 4 property enquiries from its customers every minute.

In 2022, OneDome acquired CMME, one of the UK's largest directly authorised and specialist contractor mortgage brokerages in the UK, Providing mortgages, financial planning services, income protection, life and critical illness cover. This further strengthens our ability to deliver faster transactions with a greater degree of certainty and control.

Roles and Responsibilities

Due to the continued growth of our business, we are looking to expand our B2C TeleSales Team, engaging with consumers directly, to satisfy their home buying needs.

We have an exciting opportunity for an enthusiastic and self-driven individual who is looking to join an Industry disruptor and revolutionise the property portal space.

You’ll be joining the Sales team as a Telephone Sales Executive to focus on extending the range of services offered across the OneDome group of companies (Covering mortgages, conveyancing, protection policies and financial planning) securing appointments for our specialist brokers.

Person Specification

You have proven success of hitting your daily call targets and booked appointment / sales KPI's,

Minimum of 2 years' call centre experience,

Ability to demonstrate strong telephone sales skills with the ability to build rapport quickly, listen and alter your sales pitch to achieve the desired outcome.

Ability to cope with challenges, objections and develop strategies to overcome and close the sales.

Self-driven with a competitive edge and the ability to adapt to change within a fast-paced environment.

Experience working within the residential property / financial services sector is advantageous but not essential.

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One Dome is the World's first Homebuying platform which enables home buyers and sellers to conduct an end-to-end property transaction online. From searching for properties to engaging with estate agents, conveyancers and mortgage brokers - everything is done on one centralised consumer-centric platform. One Dome achieved Gold for the Best Use of Digital in Property market and won the title of the Most Innovative company in 2021 Best Business Awards in the UK. In 2019, One Dome acquired Nethouseprices.com, one of the oldest and most trusted property search websites in the UK. One Dome's managed websites are among the most visited property websites in the UK, attracting nearly 3 Mil monthly visits and generating 4 property enquiries from its customers every minute. In 2022, One Dome acquired CMME, one of the UK's largest directly authorised and specialist contractor mortgage brokerages in the UK, Providing mortgages, financial planning services, income protection, life and critical illness cover. This further strengthens our ability to deliver faster transactions with a greater degree of certainty and control. Roles and Responsibilities Due to the continued growth of our business, we are looking to expand our B2 C Tele Sales Team, engaging with consumers directly, to satisfy their home buying needs. We have an exciting opportunity for an enthusiastic and self-driven individual who is looking to join an Industry disruptor and revolutionise the property portal space. You’ll be joining the Sales team as a Telephone Sales Executive to focus on extending the range of services offered across the One Dome group of companies (Covering mortgages, conveyancing, protection policies and financial planning) securing appointments for our specialist brokers. Person Specification You have proven success of hitting your daily call targets and booked appointment / sales KPI's, Minimum of 2 years' call centre experience, Ability to demonstrate strong telephone sales skills with the ability to build rapport quickly, listen and alter your sales pitch to achieve the desired outcome. Ability to cope with challenges, objections and develop strategies to overcome and close the sales. Self-driven with a competitive edge and the ability to adapt to change within a fast-paced environment. Experience working within the residential property / financial services sector is advantageous but not essential. #J-18808-Ljbffr

Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more.

The Santam Direct Call Centre has a position available for a Team Leader: Client Engagement in the Client Engagement department.

The role is based in Bellville, Cape Town.

What will you do?

The purpose of this role is to ensure that the client services service levels are maintained within Contact Centre. Lead and manage a team of Client Service Consultants within the larger Client Services team. The incumbent must be available to work shifts and also Saturdays as per the shift schedule.

What will make you successful in this role?

1. Drive client service performance against targets.
2. Recruit, coach, develop and motivate staff to ensure optimum performance.
3. Provide effective leadership and motivation to a team of Client Service Consultants to ensure performance targets are achieved in line with the organisation’s culture and values.
4. Ensure a consistent and detailed understanding amongst all service team members of the operational shifts, targets, products, business rules and conditions.
5. Communicate nature, rules and all related information for campaigns and transfers.
6. Drive performance excellence by developing service level strategies, monitor and manage individual and team performance targets, accomplishments, related incentives and team expense budget against set targets.
7. Manage resource capacity planning and utilization thereof to support the achievement of service levels across.
8. Actively manage and report on operations and the achievement of targets.
9. Resolve customer queries or complaints effectively and within SLA, maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards.
10. Develop work routines in line with operational plans/schedules in order to manage achievement of service delivery goals.
11. Share knowledge on, and participate in the creation of new standards, control systems and procedures to improve service delivery.
12. Track and resolve operational and performance variations.

QUALIFICATIONS AND EXPERIENCE

1. Grade 12/Matric
2. RE Certificate
3. Short Term Insurance Qualification (NQF Level 4)
4. Degree or National Diploma (NQF 6) with attendance in Insurance Programs (NQF 5)
5. Minimum of 5 years’ experience within a Call Centre environment (preferable in Short Term Insurance)
6. Minimum 2 years’ team management experience in a Call Centre environment.

KNOWLEDGE AND SKILLS

1. Short term insurance industry knowledge
2. Knowledge of Call Centre function and operations (telephony, workplace scheduling, metrics)
3. Knowledge of management principles
4. Finance for non-financial managers (budgeting, managing transactional costs)
5. People management experience
6. Personal lines experience

PERSONAL ATTRIBUTIONS

1. Deciding and initiating action
2. Leading and supervising
3. Collaborates
4. Client focus
5. Flexibility and adaptability
6. Cultivates innovation
7. Analytical thinking
8. Influencing/ gaining commitment
9. Business acumen
10. Coaching and development

SPECIFIC REQUIREMENTS

There will be a probationary period for three months, which consist of the following two phases:

1. Four week training period after which your knowledge will be assessed;
2. On a job evaluation phase during which progress will be measured against your ongoing ability to meet a set targets.

WHO ARE WE

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.

Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees.

At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets.

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An exciting opportunity has become available for a Retention Adviser in the Client Engagement team at Santam Direct, with offices based in Cape Town.

WHAT WILL YOU DO?

The responsibility of the Retention Adviser is to retain clients while offering world-class products and services and achieving targets efficiently and professionally. The successful candidate must demonstrate resilience, ambition, enthusiasm, and passion for their work and Santam.

RESPONSIBILITIES

1. Retain clients by leveraging persuasive skills to identify and address their needs.
2. Create opportunities for retention by proactively engaging with clients who have unpaid debit orders.
3. Reinstate cancelled policies by applying effective persuasion techniques.
4. Address inquiries and ensure client retention through exceptional customer service.
5. Educate clients on Santam Direct’s product features, billing processes, service offerings, and overall value.
6. Meet monthly key performance metrics and adhere to workforce management protocols.
7. Drive marketing campaigns through upselling and cross-selling initiatives.
8. Research competitive pricing and policy services to provide clients with suitable comparisons and options.
9. Perform additional duties as required.

QUALIFICATIONS AND EXPERIENCE

• RE Qualification
• FAIS compliant (150 credits)
• 3 years’ experience in Personal Lines insurance: Retentions

SKILLS

1. Exceptional negotiation and persuasion abilities
2. Strong verbal and written communication skills
3. Excellent interpersonal and networking capabilities
4. Proven track record of adherence to quality standards and compliance
5. Strong client service orientation
6. Ability to thrive under pressure
7. Sound judgement and decision-making skills
8. Attention to detail
9. Self-motivated with a proactive approach
10. Capability to work independently

COMPETENCIES SPECIFIC REQUIREMENTS

There will be a probationary period for three months, which consists of the following two phases:

1. Four-week training period after which your knowledge will be assessed.
2. On-the-job evaluation phase during which progress will be measured against your ongoing ability to meet a set sales target.

WHO ARE WE

Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding, and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centered on our delivery of insurance good and proper.

Please note this appointment will be made in line with the Santam Employment Equity targets. People with disabilities are welcome to apply.

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An exciting opportunity has become available for a Retention Adviser in the Client Engagement team at Santam Direct, with offices based in Cape Town. WHAT WILL YOU DO? The responsibility of the Retention Adviser is to retain clients while offering world-class products and services and achieving targets efficiently and professionally. The successful candidate must demonstrate resilience, ambition, enthusiasm, and passion for their work and Santam. RESPONSIBILITIES Retain clients by leveraging persuasive skills to identify and address their needs. Create opportunities for retention by proactively engaging with clients who have unpaid debit orders. Reinstate cancelled policies by applying effective persuasion techniques. Address inquiries and ensure client retention through exceptional customer service. Educate clients on Santam Direct’s product features, billing processes, service offerings, and overall value. Meet monthly key performance metrics and adhere to workforce management protocols. Drive marketing campaigns through upselling and cross-selling initiatives. Research competitive pricing and policy services to provide clients with suitable comparisons and options. Perform additional duties as required. QUALIFICATIONS AND EXPERIENCE • RE Qualification• FAIS compliant (150 credits)• 3 years’ experience in Personal Lines insurance: Retentions SKILLS Exceptional negotiation and persuasion abilities Strong verbal and written communication skills Excellent interpersonal and networking capabilities Proven track record of adherence to quality standards and compliance Strong client service orientation Ability to thrive under pressure Sound judgement and decision-making skills Attention to detail Self-motivated with a proactive approach Capability to work independently COMPETENCIES SPECIFIC REQUIREMENTS There will be a probationary period for three months, which consists of the following two phases: Four-week training period after which your knowledge will be assessed. On-the-job evaluation phase during which progress will be measured against your ongoing ability to meet a set sales target. WHO ARE WE Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding, and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centered on our delivery of insurance good and proper. Please note this appointment will be made in line with the Santam Employment Equity targets. People with disabilities are welcome to apply. #J-18808-Ljbffr

Stay safe online. Now more than ever it’s important to be cybersafe. See Santam’s tips to help you stay safe online. Learn more. The Santam Direct Call Centre has a position available for a Team Leader: Client Engagement in the Client Engagement department. The role is based in Bellville, Cape Town. What will you do? The purpose of this role is to ensure that the client services service levels are maintained within Contact Centre. Lead and manage a team of Client Service Consultants within the larger Client Services team. The incumbent must be available to work shifts and also Saturdays as per the shift schedule. What will make you successful in this role? Drive client service performance against targets. Recruit, coach, develop and motivate staff to ensure optimum performance. Provide effective leadership and motivation to a team of Client Service Consultants to ensure performance targets are achieved in line with the organisation’s culture and values. Ensure a consistent and detailed understanding amongst all service team members of the operational shifts, targets, products, business rules and conditions. Communicate nature, rules and all related information for campaigns and transfers. Drive performance excellence by developing service level strategies, monitor and manage individual and team performance targets, accomplishments, related incentives and team expense budget against set targets. Manage resource capacity planning and utilization thereof to support the achievement of service levels across. Actively manage and report on operations and the achievement of targets. Resolve customer queries or complaints effectively and within SLA, maintain service, quality and desired outputs within a specific functional process through ensuring compliance to tactical policies, procedures and standards. Develop work routines in line with operational plans/schedules in order to manage achievement of service delivery goals. Share knowledge on, and participate in the creation of new standards, control systems and procedures to improve service delivery. Track and resolve operational and performance variations. QUALIFICATIONS AND EXPERIENCE Grade 12/Matric RE Certificate Short Term Insurance Qualification (NQF Level 4) Degree or National Diploma (NQF 6) with attendance in Insurance Programs (NQF 5) Minimum of 5 years’ experience within a Call Centre environment (preferable in Short Term Insurance) Minimum 2 years’ team management experience in a Call Centre environment. KNOWLEDGE AND SKILLS Short term insurance industry knowledge Knowledge of Call Centre function and operations (telephony, workplace scheduling, metrics) Knowledge of management principles Finance for non-financial managers (budgeting, managing transactional costs) People management experience Personal lines experience PERSONAL ATTRIBUTIONS Deciding and initiating action Leading and supervising Collaborates Client focus Flexibility and adaptability Cultivates innovation Analytical thinking Influencing/ gaining commitment Business acumen Coaching and development SPECIFIC REQUIREMENTS There will be a probationary period for three months, which consist of the following two phases: Four week training period after which your knowledge will be assessed; On a job evaluation phase during which progress will be measured against your ongoing ability to meet a set targets. WHO ARE WE Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time as temporary employees. At Santam we are committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society. In achieving our employment equity goals we give preference to applicants from the designated groups in alignment with the Divisions Employment Equity targets. #J-18808-Ljbffr

Finance Lead and Client Engagement Manager

Join to apply for the Finance Lead and Client Engagement Manager role at Somewhere .

Role Overview

We are hiring a Finance Lead, acting as a senior generalist, to lead client engagements, oversee finance workstreams, and manage financial and accounting resources. This role involves providing end-to-end finance support for clients, balancing client management, financial expertise, and team leadership. You will be both a contributor and a leader, capable of producing deliverables and stepping into a leadership role with clients and analysts.

Responsibilities

• Manage 2-5 client engagements, serving as the main contact for clients such as Founders, CEOs, and COOs.
• Coordinate communication with internal stakeholders, respond to requests, and facilitate meetings.
• Ensure timely delivery, scope management, resource allocation, and client satisfaction.
• Collaborate with leadership on client strategy and execution.
• Create and review financial deliverables including forecasts, models, dashboards, and reports.
• Translate complex business data into clear financial insights.
• Manage offshore and nearshore finance teams, improve workflows, and develop tools for scalable delivery.
• Work with leadership to evolve delivery models, automate processes, and develop operational playbooks.

Qualifications

• 5-10+ years in finance roles such as FP&A, strategic finance, or consulting, preferably in SMB/startup environments.
• Experience leading projects, managing timelines, and working with executives.
• Strong financial modeling, forecasting, and analytical skills; proficiency in Excel/Sheets is essential.
• Experience managing or mentoring remote teams.
• Client-facing experience with scope, timeline, and stakeholder management.
• Systems experience: NetSuite, Microsoft Dynamics, QuickBooks preferred.

Nice-to-Have Skills

• Comfort with ambiguity, process building, and SOP development.
• Experience in internal operations or client delivery models.
• Background in startup or high-growth environments.
• Knowledge of S&OP and multi-location retail is a plus.

Soft Skills

• Proactive, reliable, and self-managing.
• Excellent communication skills, able to translate financial concepts to non-finance stakeholders.
• Organized, efficient, and calm under pressure.
• Growth-oriented and eager to work closely with leadership.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Business Development and Sales
• Industry: Staffing and Recruiting

This job is active and accepting applications.

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