394 Client Experience jobs in South Africa
Client Experience
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Introduction
Metropolitan is one of the oldest financial services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.
Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Responsible for managing escalated complaints and negative sentiment cases by processing resolutions accurately and empathetically. The Specialist ensures clients receive timely, transparent, and effective recovery interventions while feeding back learnings to improve service.
Requirements
Matric/NQF Level 4
Certificate in CX Principles and FAIS advantageous
3–5 years' client service experience in insurance/financial services
Knowledge of insurance products and Insurance Legislation, POPIA, TCF Compliance, Pension Funds Act, Income Tax Act
Metropolitan product knowledge in terms of claims, and policy servicing, policy benefits, exclusions and legislative requirements
Working knowledge and experience of all operating in-house systems including OIPA Platform
Experience with digital servicing tools (social media, WhatsApp, chatbot platforms,)
Exposure to VOC tools (NPS, CSAT) and speech analytics are advantageous
Duties & Responsibilities
Investigate and resolve escalated complaints across all channels, ensuring outcomes are fair, transparent, and empathetic.
Processing of all centralized service transaction types across product lines.
Managing OIPA outliers and exceptions, failed journeys, and high-complexity escalations while ensuring positive CX outcomes with emotional intelligence.
Delivery of service recovery, including processing client requests (claims, adjustments, escalations) when required.
Manage and resolve Level 1 chatbot complaints, escalating systemic issues for resolution.
Assist with identified projects.
Provide input to ISS team to enhance service processes on OIPA.
Monitor and intervene in speech analytics-flagged complaints, ensuring early action before escalation.
Responding to social media and WhatsApp queries promptly and professionally, safeguarding brand reputation.
Apply CX principles to turn negative sentiment into positive outcomes, building client trust and loyalty.
Builds and maintains strong relationships with clients, internal teams, and external stakeholders to foster trust and satisfaction.
Delivers on service level agreements while driving the adoption of digital channels and ensuring client expectations are met effectively.
Maintain accurate records in complaints registers, ensuring compliance and risk mitigation.
Competencies
Skilled in complaint handling and recovery communication across all products and services
Digital engagement (chatbots, WhatsApp, social media, CRM tools)
Strong process knowledge to ensure accurate transaction processing
Speech analytics monitoring and insights
Plain-language communication (verbal & written)
Ability to empathize and de-escalate client frustrations effectively
Detail-oriented, ensuring accurate logging and resolution of cases
Collaborative mindset, escalating insights to the Seniors and the Team Lead for service improvements
Behavioural Competencies
Client-First Mindset – prioritizes client needs in all actions
Empathy & Emotional Intelligence – builds trust through care and understanding
Accountability – owns outcomes and follows through
Analytical Thinking – translates data into actionable insights
Agility – adapts quickly to evolving tools, processes, and client needs
Proactive Problem-Solving – prevents issues before escalation
Client Experience Lead
Posted today
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Job Description
Career Stream
Design
Job Purpose
Nedbank CIB is a leading innovator in the corporate and commercial banking industry, committed to delivering exceptional customer experiences to high value clients through cutting-edge solutions and a customer-centric approach. We value creativity, collaboration, and a passion for excellence.
We are seeking a highly skilled and experienced CX Lead to join our team. The ideal candidate will have a strong background in customer experience (CX) strategy, discovery, and analysis, with a deep understanding of the product domain and the competitive, challenging B2B financial market. This role requires a combination of analytical and creative thinking, as well as excellent communication and leadership skills.
*Job Responsibilities
Key CX Responsibilities *
- Meaningfully and consistently contribute to, lead and monitor the progress of CX strategy.
- Understand the product domain and competitive market within the context of the work being delivered in the B2B market to ensure industry best practices are being leveraged .
- Apply best practice and standardised methodologies and toolkits.
- Set and test hypotheses related to CX initiatives and improvements.
- Keep abreast of the latest industry trends, tools, best practices and emerging technologies in CX design to bring innovative ideas to the team.
- Utilise behavioural data knowledge to analyse, understand, and visualise insights from various data types (Voice of Client, Voice of Process, and Voice of Business) to deliver best-in-class CX.
- Apply CRM knowledge related to the CX function.
- Conduct empathy mapping and persona mapping.
- Create detailed as-is and to-be client journeys maps that visualise the end-to-end customer experience, identifying key touchpoints and opportunities for improvement.
- Test and validate journeys, aligning with engagement and testing standards to gather insights into client needs, behaviours and pain points through surveys, interviews and usability testing to inform design decisions.
- Co-create journey templates and insights reporting.
- Define Key Performance Indicators (KPIs) and Moments of Truth (MOTs) with stakeholders to successfully analyse and measure the impact of CX on customer satisfaction and engagement.
- Lead journey measurement, orchestration, and ensure adoption of feedback into squads.
- The ideal candidate should possess knowledge of service design and creating service blueprints.
- Holistically measure and report on journeys as they align to the CX and broader team strategies.
- Continuously monitor customer experience and evaluate the customer experience, implementing iterative improvements based on user feedback and evolving customer needs.
- Analyse anecdotal and behavioural data: Utilise customer feedback and data analytics to identify trends, measure the effectiveness of design solutions, and make data-driven improvements that align to overall client and business objectives.
- Ensure visibility of insights by building, maintaining, and reporting on dashboards.
- Ensure that the client journey meets Legal, Conduct and Communication standards and governance standards to warrant compliance with the various rules and regulations set out by the regulators
*Job Responsibilities Continue
Usability And Quality Assurance *
- Conduct expert evaluations and usability testing (adhere to existing standards, use existing templates).
- Introduce new methods for usability testing and other client engagements.
- Support design consistency across all customer-facing products and platforms, adhering to brand guidelines as far as tone and visual language is concerned in relation to our design standards and governance that's in place.
Project Management
- Demonstrate project management skills within an agile environment.
- Define requirements and create business cases for CX initiatives.
Meta Skills
- Customer focus and empathetic leadership.
- Adapt and solve problems effectively.
- Exhibit both analytical and creative thinking that drive innovation.
- Attention to detail.
- Facilitate meetings, brainstorms, and critiques with senior stakeholders and cross-functional teams.
- Build partnerships and collaborate with cross-functional teams by working closely with product managers, developers, marketers, change management and other stakeholders to ensure recommendations are implemented effectively.
- Strategically plan and make data-driven decisions.
- Manage and influence senior stakeholders.
- Communicate effectively, exhibiting active listening skills, clarity and conciseness, empathy and emotional intelligence, confidence, and the ability to give and receive constructive feedback and criticism.
- Manage time efficiently.
- Coach and mentor team members.
- Advocate for CX through promoting client-centred design principles within the organisation, ensuring that customer needs are prioritised in all design and development efforts and take an active interest in the development of the Bank's digital, innovation design and CX methodology/ies.
Future CX Skills
- Exhibit expertise and show willingness to learn future CX skills, including short courses and programmes in CX leadership, AI in CX, CCXP, data-driven decision making, journey management, and enterprise ecosystem and digital capability knowledge.
Systems, Tools And Methodologies
- Progressive proficiency in tools like Cemantica, Miro, Microsoft Office Suite,
- Intermediate knowledge of AI for CX, Figma, Maze, Adobe Analytics/DynaTrace/Similar, CRM, Qualtrics
- Knowledge of CX measure standards (CSAT, NPS, etc.) as well as behavioural analytics.
- Journey Mapping/Service Blueprint Design and Design Thinking Methodology
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
Preferred Certifications
CCXP certification or similar
Minimum Experience Level
8-10 years experience in CX design or related
*Technical / Professional Knowledge *
- Process Design
- Product design
- UI/UX Design
- Relevant design tools
- Project Management
Behavioural Competencies
- Driving Innovation
- Innovation
- Building Talent
- Driving Successful Customer Engagements
- Cultivating Networks and Partnerships
- High performance, purpose-led:Create a culture of purpose-led, client-centred, and values-driven performance.
Please contact the Nedbank Recruiting Team
Client Experience Agent
Posted today
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Job Description
Client Experience Agent
About 10X:
10X is disrupting the South African investment industry to help people get dramatically better value for their long-term savings. Helping people get more money when they need it, is our aim.
10X is providing simple, direct low-fee investment solutions. Using an index-tracking investment strategy, we believe investors will achieve superior performance at a fraction of the cost of actively managed portfolios. We want to grow our business rapidly and aim to have over R100bn under management in 5 years. We're on a mission to build a customer-centric and tech-enabled company, but we've only just started. We need great people to help us achieve our dreams. Sure, it's a big challenge but what's the point of spending your life doing easy unimportant things?
If you are a passionate, determined, smart, self-starting, ambitious independent thinker that wants to make a positive difference in people's long-term financial well-being, then we would love to hear from you.
Important note
How to apply for the position:
To be considered for this role, you must submit
both
a CV and a video submission answering the questions below.
Please read the
Video Submissions Guidelines
and questions carefully before applying. Applications that do not include both a CV and video submission will not be considered.
We suggest using
YouTube
or
Loom
for your video submission—ensure the video is
publicly accessible
.
Video Submission Questions:
Introduce yourself in 15 seconds – who are you beyond your CV?
What makes you great at problem-solving? Give an example of a time you stepped outside your role or responsibilities to solve a problem.
Your
email subject line
should read
"Client Experience Agent + "your name/surname."
Video submission guidelines:
We recommend using
Loom
or
YouTube
for your video submission. The video must be publicly accessible so we can view it without needing to request permission. Please ensure you send the video link and CV.
NB
: Only candidates who submit both a CV and a Video Submission will be considered. Send your CV and video link to
.
Situated:
Cape Town or Johannesburg
Reporting to:
Client Experience Manager
Purpose of Job:
Are you an experienced client service professional who's energised by solving problems and building meaningful customer relationships? At 10X Investments, we're looking for someone who thrives in a fast-paced environment, approaches challenges with curiosity and composure, and takes pride in delivering exceptional service.
Your core responsibilities in this role include the following:
- Act as the first point of contact for clients, taking ownership of their experience and resolving inquiries across multiple channels (phone, email, and webchat).
- Investigate client concerns and provide solutions that align with company policies while ensuring client satisfaction.
- Handle
investment claim processes
with accuracy, ensuring compliance and care at every step. - Communicate effectively, using a structured yet conversational approach to guide clients through complex financial processes.
- Identify opportunities to improve workflows and enhance the overall client experience.
- Collaborate with internal teams to ensure seamless communication and follow-through on
What we are looking for:
- A
problem-solver
with an
investigative mindset
who enjoys finding solutions. - Confident in
engaging with clients
and building trust through clear communication. - Agile and adaptable, able to
learn on the go
and work across different areas as needed. - Detail-oriented and results-driven, ensuring accuracy and efficiency in every interaction.
- Tech-savvy, with experience using customer service platforms (Zendesk and HubSpot knowledge is an advantage).
Attributes:
- An experienced
client service agent
who thrives on
problem-solving
and delivering high-quality service. - Confident, professional, and capable of
building trust
through clear, thoughtful communication. - Energised by client interaction and committed to finding solutions that make a difference.
- Adaptable and resourceful—able to
learn quickly
and manage multiple priorities in a hybrid work environment. - Detail-oriented, results-driven, and confident using systems and tools (experience with
HubSpot
is an advantage). - Experience in the financial investment industry
will be highly advantageous.
Why you want to work here:
- Growth-Oriented Culture
– We believe in developing talent and fostering career progression. - Supportive Team
– Collaboration is at the heart of how we work. - Innovation-Driven
– We welcome new ideas and value creative problem-solvers. - Impactful Work
– Play a key role in helping clients secure their financial future.
Why it's fun to work here:
- Our values guide everything we do, they are: We Own it, We Challenge, We Grow and We Care.
- We offer great benefits including an annual bonus, free breakfast, a wellness support programme, a fitness rewards app and a day off on your birthday
- We have a flexible approach to location where you can choose to work in our cool offices in Bree Street or Sandton, work from home, or do a bit of both
- We are on a drive to grow fast and to help people have more money for when they need it most
Closing date: 31 October 2025
NB
: Only candidates who submit both a CV and a Video Submission will be considered. Send your CV and video link to
.
If you do not hear from us within 2-weeks after applying, please consider your application unsuccessful.
Client Experience Manager
Posted today
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Job Description
Job Description
Hello Future Client Experience Manager
RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.
United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it's the magic of our people and culture that sets us apart.
Now, is the time to imagine your next move with South Africa's number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.
The role entails, overseeing daily operations of Customer Experience (CX) initiatives and ensuring that customer interactions across multiple channels are seamless and positive.
Focuses on the practical aspects of CX, working to improve and optimise processes, resolve challenges and enhance overall customer experience.
Collaborates with various teams to implement CX strategies and monitor the performance thereof.
Are you someone who can:
- Oversee the daily operations of CX initiatives, ensuring that all activities are executed effectively and align with strategic goals.
- Create and update customer journey maps that detail the interactions customers have with the organisation, identifying opportunities for enhancement.
- Monitor CX performance metrics and generate reports that provide insights into customer satisfaction and areas for improvement.
- Collaborate with teams to promptly resolve customer issues, ensuring that problems are addressed efficiently and effectively.
- Analyse customer feedback and operational processes to identify and implement improvements that enhance the customer experience.
- Design and administer customer feedback surveys, collecting data that informs CX strategies and improvements.
- Provide training and support to staff on CX best practices, ensuring they have the knowledge and skills to deliver exceptional client experiences.
- Work across departments and functional areas to ensure that CX initiatives are integrated into their operations and that there is a consistent approach to customer interactions.
- Oversee customer communication channels, ensuring that interactions are managed effectively, and customer inquiries are addressed promptly.
- Assist, where appropriate, in the development and management of customer loyalty programs that foster long-term business relationships.
- Become mindful of the customer sentiment on social media and other platforms, and implement insights in shaping customer journeys.
- Ensure that all CX activities comply with organisational policies and relevant regulations, maintaining high standards of customer service and integrity.
- Regularly update senior management on the status of CX initiatives and performance metrics, highlighting successes and areas for improvement.
- Assist in the implementation and adoption of new CX tools and technologies, ensuring they are effectively utilised to improve customer interaction.
You will be an ideal candidate if you have:
- 4-5 Years experience in a similar role
- Solid Client Experience & Value Management experience
- BCom Degree in Market or Equivalent
- Preferably an Honours Degree in Marketing
RMB
LI-IK1
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.
22/09/25
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.
Client Experience Manager
Posted today
Job Viewed
Job Description
- Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
- We are a global team, united by our desire to connect diverse people with common values for bolder impact.
- We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.
- Meaningful connections start with AUTHENTICITY
- We do our best work by being CURIOUS
- We grow by remaining DYNAMIC
- Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE
- At the heart of great partnerships we'll always find EMPATHY
We're looking for a self-starter, hard-working, and dedicated team member to jump in and be a key part of our Client Experience team.
In this role, you are responsible for maintaining and nurturing Boldr's Client relationships as well as developing and empowering Boldr's Team Captains to be successful in their role. You will act as a business owner taking full accountability for the success of your Client and teams, ensuring they are fully equipped to meet our commitments to our Clients and doing so with the highest level of quality.
You will help foster a healthy working environment for our team members. You will represent Boldr to our Clients and act as our internal Client across various departments. You will need to be laser-focused on our operational performance and comfortable with the management of global teams on a daily basis.
You will be responsible for day-to-day Client communication, performance reporting, training, and escalation management. Having an eye for details will be important as you'll be maintaining all Client Success tools and procedures.
WHAT WILL YOU DOProcesses
- Develop and maintain an authentic relationship with all the Client and internal stakeholders.
- Execute daily and weekly reviews of our operational performance with Client stakeholders and Boldr leadership.
- Ability to work seamlessly with different departments namely: Implementation, Client Solutions, Finance, IT, People Experience and Office Operations.
- Communicating and resolving basic to complex inquiries and concerns in an accurate, valid, complete, and timely manner.
- Create and manage Client contracts such as MSAs and SLAs.
- Manage a team of Team Captains and monitor compliance against SLAs and achievement of Client KPIs.
- Design strategies and execute action plan to ensure company and client goals are met
- Partner with Team Captains to ensure documentation is constantly updated and identification of process improvements are sourced with the TC and their team.
- Facilitate Client Business Reviews in partnership with your SBU Head and organize the Boldr team to create these reviews.
- Develop, maintain, and leverage relationships and networks within the Client organization to identify and develop business opportunities
- Update Hubspot deal cards and ensure all necessary items are appropriately invoiced.
- Follow up with clients on invoicing, pricing discrepancies, and other billing-related issues.
People Management
- Supervise and develop Team Captains through guidance, observation, and performance management activities.
- As needed, joins the Team Captain on calls with the Client, team huddles or coaching sessions to stay up to date with all Client and team developments.
- This also provides an opportunity to observe the Team Captain's presentation, Client communication and coaching skills.
- Taking steps to ensure learning and growth through development plans and, when necessary, progressive counseling.
- Promote and foster a culture of continuous improvement by providing positive and constructive feedback to team members.
- Establish, promote, and maintain the Boldr culture within the organization.
- Understand employee career growth aspirations to enable matching Boldr's needs with employee abilities.
- Act as the escalation point for the Team Captains and Senior Team Captains.
- Responsible for upholding our organization's values throughout the workplace
- Monitor achievement of internal and external KPI's and ensure Operational Excellence
- Identify performance issues, conduct root cause analysis, and work with operations to improve performance on KPIs through motivating, guiding, and holding local operations managers accountable for following SLA.
Tools, Administration, and Reporting
- Familiarity with Google Suite of Services is a must for this role
- Gmail, Drive, Sheets, Slides, and Docs are used heavily in Boldr
- Experience with Hubspot is a plus.
- Maintain Client schedule (Weekly Updates, MBRs, QBRs, Implementations) and collect feedback and drive necessary actions to completion
Training
- Coordinate necessary training and best practices related to Tools and Processes
- Onboard new hires to ensure they are fully ready to succeed in their role.
Ongoing support and knowledge sharing
- Obtain feedback from Clients and team members on processes and tools to ensure continuous improvement
- Provides input and communication to drive Client Success improvement, for all Clients, enterprise-wide
Requirements
WHAT WE'LL LIKE ABOUT YOUYou are.
- Curious and authentic, just like us #beboldr
- An analytical and critical thinker, with an eye for even the most minute of details
- Passionate about Client satisfaction
- Proactive and self-motivated
- Strongly interested in learning new ideas, processes, and unique requirements. On top of that, you're willing to share your skills and talents with the team.
- A servant leader
- Confident, yet humble
- Aware of your strengths and AFIs
- Knowledgeable but not afraid to ask questions or ask for help
- A quick learner
- Adept at giving as well as taking direction
- Responsive
- Able to understand and prepare for the impact of a simple "yes"; able to provide alternative solutions when "no" is necessary
- Able to DO and DELEGATE; understand the different circumstances where each is necessary
- Purposeful with a sense of urgency
- Able to connect with team members, Clients and internal customers
- Able to manage conflict, redirect differences towards a common goal
You have the ability to.
- Manipulate Excel or Google Sheets and will be helpful with the reporting work you'll be responsible for.
- Create and present decks with clients
- Focus on listening and understanding what other people are saying, ask questions as appropriate, and not interrupt at inappropriate times.
- Maintain an open dialogue with the organization's external and internal Client partners in both positive and negative situations.
- Read, research, and draft letters, emails, and documents.
- Identify complex problems and review related information to develop and evaluate options and implement solutions through an efficient root cause analysis.
- Speaking in a public setting and delivering presentations to individuals and groups.
- Cope effectively with losses or rejections by moving on to other challenges and learning from past experiences.
Your experience includes…
- 3+ years in a Client facing role
- 3+ years knowledge of BPO, Staffing, Tech, or other Business Service Industries
- 3+ years people management experience
- 3+ years managing leadership roles
- Problem solving
- Lean Six Sigma knowledge is a plus
Client Experience Manager
Posted today
Job Viewed
Job Description
Job Description
Hello Future Client Experience Manager
RMB is a place where exceptional people create their own opportunities by challenging the conventional and driving sustainable impact.
United by our proud heritage, strong ethics and philosophy of Traditional values. Innovative ideas, it's the magic of our people and culture that sets us apart.
Now, is the time to imagine your next move with South Africa's number one employer in Financial Services for 2025, where you can embrace the power of collective thinking to unlock unique opportunities for our clients and society.
The role entails, overseeing daily operations of Customer Experience (CX) initiatives and ensuring that customer interactions across multiple channels are seamless and positive.
Focuses on the practical aspects of CX, working to improve and optimise processes, resolve challenges and enhance overall customer experience.
Collaborates with various teams to implement CX strategies and monitor the performance thereof.
Are You Someone Who Can
- Oversee the daily operations of CX initiatives, ensuring that all activities are executed effectively and align with strategic goals.
- Create and update customer journey maps that detail the interactions customers have with the organisation, identifying opportunities for enhancement.
- Monitor CX performance metrics and generate reports that provide insights into customer satisfaction and areas for improvement.
- Collaborate with teams to promptly resolve customer issues, ensuring that problems are addressed efficiently and effectively.
- Analyse customer feedback and operational processes to identify and implement improvements that enhance the customer experience.
- Design and administer customer feedback surveys, collecting data that informs CX strategies and improvements.
- Provide training and support to staff on CX best practices, ensuring they have the knowledge and skills to deliver exceptional client experiences.
- Work across departments and functional areas to ensure that CX initiatives are integrated into their operations and that there is a consistent approach to customer interactions.
- Oversee customer communication channels, ensuring that interactions are managed effectively, and customer inquiries are addressed promptly.
- Assist, where appropriate, in the development and management of customer loyalty programs that foster long-term business relationships.
- Become mindful of the customer sentiment on social media and other platforms, and implement insights in shaping customer journeys.
- Ensure that all CX activities comply with organisational policies and relevant regulations, maintaining high standards of customer service and integrity.
- Regularly update senior management on the status of CX initiatives and performance metrics, highlighting successes and areas for improvement.
- Assist in the implementation and adoption of new CX tools and technologies, ensuring they are effectively utilised to improve customer interaction.
You Will Be An Ideal Candidate If You Have
- 4-5 Years experience in a similar role
- Solid Client Experience & Value Management experience
- BCom Degree in Market or Equivalent
- Preferably an Honours Degree in Marketing
RMB
*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. *
22/09/25
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.
Specialist: Client Experience
Posted today
Job Viewed
Job Description
We are looking for a Specialist: Client Experience to join our Institutional Distribution team. This role is focused on providing operational client management and delivering specialist support to our Client Fund Managers.
Key Responsibilities
- Act as the operational client support specialist for Institutional Client Fund Managers.
- Manage client take-on and termination processes, including documentation, asset transfers, and coordination with internal divisions.
- Handle client investment and disinvestment instructions, ensuring accuracy and communication with relevant parties.
- Oversee client reporting processes (daily, monthly, quarterly, ad hoc, bespoke, performance, Hiport, regulatory), engaging with clients to ensure reporting remains relevant.
- Resolve operational and administrative queries related to client investments.
- Escalate client concerns, errors, or issues to the relevant Client Fund Manager and management line.
- Provide comprehensive client servicing support, ensuring alignment with Treating Customers Fairly (TCF) principles.
- Critically assess internal processes and identify ways to enhance the overall client service experience.
Qualifications & Experience
- Bachelor's Degree or Advanced Diploma (NQF Level 7) in Finance, Economics, or Accounting.
- 2–3 years' experience in a similar environment within financial services, asset management, or institutional client servicing.
What We're Looking For
- Strong problem-solving skills with the ability to identify root causes and implement solutions.
- Excellent communication and client relationship management skills
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Client Experience Team Leader
Posted today
Job Viewed
Job Description
The Client Experience Team Leader is responsible for overseeing the day-to-day operations of a team of client experience representatives in a financial industry contact centre. This role ensures the delivery of high-quality customer service, focuses on achieving client satisfaction, and drives continuous improvement initiatives. The Team Leader plays a critical role in aligning the team's goals with the company's customer experience strategy and ensures compliance with industry regulations and standards.
Duties & Responsibilities:
Team Leadership and Development:
- Supervise and motivate a team of Client Experience Representatives to meet and exceed performance targets.
- Conduct regular one-on-one meetings and performance reviews with team members.
- Develop and implement training programs to enhance team skills, product knowledge, and service delivery.
- Support and guide the team in resolving complex customer issues and escalations.
Client Experience Management:
- Monitor and improve the overall client experience, ensuring that customer interactions are professional, efficient, and tailored to client needs.
- Ensure the team provides clear, accurate, and timely information to customers, handling inquiries across various channels (phone, email, chat, social media).
- Address client concerns, identify root causes, and implement solutions to prevent recurring issues.
Performance Monitoring:
- Oversee team performance by tracking key performance indicators (KPIs) and ensuring that all targets are consistently met.
- Provide timely feedback and coaching to improve individual and team performance.
- Create and maintain performance reports and ensure they are aligned with departmental objectives.
Process Improvement:
- Identify opportunities for process optimization and lead initiatives to enhance team efficiency and service quality.
- Collaborate with other departments to ensure that customer feedback is incorporated into product and service offerings.
- Ensure adherence to industry regulations, compliance standards, and company policies.
Reporting and Documentation:
- Prepare and present regular reports on team performance, customer feedback, and process improvements to senior management.
- Ensure proper documentation and tracking of client interactions for auditing purposes.
Team Morale and Engagement:
- Foster a positive and inclusive team culture that encourages collaboration and open communication.
- Recognize and reward team achievements to maintain high employee morale and motivation.
- Encourage team members to suggest new ideas for improving client satisfaction and team performance.
Client Retention and Satisfaction:
- Lead initiatives to improve customer retention, loyalty, and satisfaction.
- Ensure that all team members understand the importance of delivering exceptional service and building long-term relationships with clients
Required Experience and Qualifications:
Education: related certificate field
Experience: Minimum 3 years of experience as a customer care agent with at least 1-2 years in a leadership position.
Industry Knowledge: Familiarity with financial products and services (insurance, loans, etc.).
Leadership Skills: Proven ability to lead, motivate, and develop a team.
Communication Skills: Excellent verbal and written communication skills, with the ability to effectively engage with customers and team members.
Problem-Solving: Strong ability to identify problems, implement solutions, and drive continuous improvement.
Technical Proficiency: Proficient in using CRM systems, contact centre technology, and performance reporting tools.
Compliance Knowledge: Familiarity with financial industry regulations and ensuring team adherence to these standards.
Client Experience and Administrator
Posted today
Job Viewed
Job Description
Job Title:
Client Experience and Administrator
Company Overview
The IV Bar Randridge Mall is a premier wellness lounge offering personalized intravenous (IV) therapy to support health, vitality, aesthetics, and performance. Our tranquil space provides clients with a professional yet relaxing environment, where treatments are administered by licensed nurses.
Role Overview
We are seeking a motivated and customer-focused individual to join our team as as
Client Experience and Administrator
. This role requires a balance of
sales, client service, and administrative excellence
. The ideal candidate will ensure smooth day-to-day operations, deliver outstanding customer experiences, and actively drive sales growth.
Key Responsibilities
Customer Service & Sales
- Welcome clients warmly, manage check-ins, and provide an exceptional client experience.
- Engage with clients to understand their needs and recommend appropriate IV drips and products.
- Drive sales targets by confidently promoting products, services, and packages.
- Handle client queries with professionalism and accuracy.
Administration & Operations
- Manage daily branch administration, bookings, and payments.
- Ensure accurate record-keeping using MyAppointment and other systems.
- Monitor and manage stock levels.
- Support compliance with company policies and procedures.
Team & Communication
- Act as the communication link between clients, nurses, and management.
- Assist with reporting, scheduling, and day-to-day operational needs.
- Contribute to a positive, collaborative team environment.
Qualifications & Skills
- Prior experience in
administration, reception, or front-desk roles
. - Strong
sales and customer service orientation
with proven ability to meet targets. - Excellent communication, interpersonal, and organizational skills.
- Proficiency in
Microsoft Office
; experience with
MyAppointment
or similar booking software is a plus. - Ability to multitask and remain composed in a fast-paced environment.
- Previous experience in the
healthcare, wellness, or beauty industry
is an advantage.
What we offer:
Basic salary
+ commission
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Client Experience Expert (B2C)
Posted 18 days ago
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Job Description
Client Experience Expert – Luxury African Safari & Tours Company | Cape Town
Kendrick Recruitment is seeking a professional and customer-focused Client Experience Expert to join a leading Luxury African Safari and Tours Company in Cape Town. This role offers a salary of R30,000 per month (negotiable depending on experience) and provides an opportunity to enhance client experiences before, during, and after their travels.
The ideal candidate will have strong travel industry experience, excellent communication skills, and a passion for delivering exceptional service to clients and agents.
Key Responsibilities – Customer Experience:Liaise with clients post-deposit, advising on visa requirements and travel essentials
Arrange gifts and personalised touches for clients where applicable
Provide pre-trip and on-trip support, including key touchpoints such as reminders and special occasion messages
Communicate pre- and post-travel updates, e.g., welcome home mailers
Manage complaints and amend services where required
Key Responsibilities – Bookings Management:Sell add-on services such as day tours, cultural visits, or balloon safaris
Process refunds and changes, including flights and park fees
Review final documentation and send to clients
Assist with booking and itinerary changes or cancellations alongside Sales Consultants
Provide emergency phone duty support
Key Responsibilities – Third-Party Liaison:Work closely with suppliers and product teams to resolve issues before or during travel
Ad-Hoc Responsibilities:Support consultants in managing inboxes during periods of leave
Qualifications:Matric
Diploma in Travel and Tourism or relevant tertiary qualification (advantageous)
Experience & Knowledge:Minimum of 3–5 years’ experience in the travel industry
Professional email and telesales communication experience
Strong customer service background
Experience using quoting systems, Bazaruto advantageous
Skills & Competencies:Deciding and initiating action
Persuading and influencing
Planning and organising
Presenting and communicating effectively
Working with people and building relationships
Exceptional written and verbal communication skills
Researching and learning
Delivering results and meeting customer expectations
Adapting and responding to change
Coping under pressure and setbacks
Seamless administration and organisational skills
Creativity and problem-solving
Attributes & Behaviours:People-focused and accountable
Detail-oriented and organised
Solutions-driven, adaptable, and confident
Independent, proactive, and agile
Conditions & Working Hours:Work 9 hours per day, including a 1-hour lunch break, with flexibility depending on team setup
Overtime may be required during peak periods, compensated with time off in lieu
Occasional travel may be required for work purposes
Required Work Practices:Promote the Sales team as best-in-class externally with clients and internally with stakeholders
Uphold and contribute to the company’s reputation as a leading safari operator
Demonstrate company values including genuineness, caring family spirit, teamwork, dedication to service, consistent quality, and going the extra mile
Attendance at staff events during working hours is compulsory
Attend all required Training & Development programmes
This is an excellent opportunity for a dynamic and client-focused professional to deliver exceptional travel experiences and support the growth and reputation of a luxury safari and tours operation.