493 Client Management jobs in South Africa
Head: Client Relationship Management
Posted today
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Job Description
1. PRINCIPAL OBJECTIVE OF POSITION
To lead and effectively manage the Client Relationship Management (CRM) team by providing strategic direction and operational strategies to ensure that Tshikululu is managing, retaining and growing client relationships successfully. This will be achieved through managing the CRM team to implement effective client management/retention strategies which will ensure that high quality services and effective social investment strategies are delivered to Tshikululu's clients.
2. KEY PERFORMANCE AREAS, ACTIVITIES AND INDICATORS
Key Performance Areas / Outputs
Activities
1. Client Relationship Management (CRM) Strategy and Implementation
· Approved CRM Strategy and Implementation Plan with activities, milestones and anticipated outcomes in respect of income and the organisational strategy
· Achievement of annual growth targets in the current client portfolio
· Develop Tshikululu's CRM strategy and implementation plan which aligns to Tshikululu's strategy for approval annually.
· Identify and resolve challenges that impact on the successful implementation of the CRM Strategy.
· Manage the implementation of Tshikululu's strategic objectives which relate to client management according to the company's Balance Scorecard.
· Track the implementation of the CRM strategy and produce reports on the progress of targets, reviewing and updating the CRM Strategy where necessary to align to the organisational strategy.
· Provide input into the organisational strategy to identify opportunities for growth, competitor analysis and market trends.
2. Client Relationship Management
· A consistent client management process resulting in high client satisfaction and retention
· Develop, implement and continue to evolve a client retention strategy/process for the CRM team.
· Work collaboratively with the management team to plan effective resourcing per client.
· Manage that CRMs have a deep understanding of their client's business and social investment strategic objectives by managing client engagement, strategy participation and developing and reviewing all client strategies annually.
· Manage the allocation of CRMs across the client portfolio to ensure that each client is effectively managed.
· Manage the end-to-end client management process by implementing processes, policies and procedures which ensure the management of the effective delivery of client SLAs.
· Manage that SLAs are defined according to the Tshikululu procedure and standard and that the SLA's are delivered and complied with as per defined standards and deadlines.
· Evaluate key portfolio relationships and engage with senior stakeholders and strategic clients by attending meetings, representing Tshikululu, supporting delivery of client objectives and resolving client queries and issues within SLA and as required.
· Manage the measurement of client satisfaction across Tshikululu's client portfolio through the client satisfaction survey. Implement enhancements to client management strategies based on the insights from the client satisfaction survey.
3. Client SI Management
· High quality deliverables to clients through planning, strategic direction and feedback by the CRM team
· Effective collaboration with SI team
· Oversee the development of specific client strategies by ensuring Client Relationship Managers are facilitating and participating in strategy development meetings with relevant social investment specialists, engaging with clients on their needs, and reviewing strategies (from the SI team) that align with client needs and sector opportunities in accordance with the client's SLA.
· Manage the implementation of the approved strategies by allocating to Client Relationship Managers, defining implementation measures and objectives, setting deadlines and tracking progress monthly.
· Manage the CRM team to work with the monitoring and evaluation team to ensure that every client has an M&E framework implemented and that impact is reported on annually.
· Lead the identification and resolution of challenges that impact on the ability for client strategies and deliverables to be delivered, when required.
· Ensure that strategy successes and failures are discussed, evaluated and lessons learnt are shared to improve good practice within team. This is achieved by developing and implementing frameworks, coordinating information sharing and tracking implementation of improvements quarterly.
· Manage the integration of Tshikululu Industry leadership and innovation into client strategies and engagements wherein the Client Relationship Managers apply good practise, source latest information and apply insights and learning from previous experience to deliver industry leading strategies on an ongoing basis.
· Develop and maintain a deep expertise in social investment to provide value and insights to clients by attending training, engaging in industry debate and discussion, attending and participating in conferences monthly and annually.
4. Client Management Operations
· Effective working relationships between the CRM team and all other teams in the business
· Standardised approach to client management which ensures consistent and excellent client delivery
· Build a mutually beneficial and effective working relationship with the Social Impact team, Finance and Business Development teams to ensure that the Client Relationship Managers can continuously deliver high value social investment to clients.
· Develop standardised approaches and processes to ensure effective client management including but not limited to social investment strategy, client management, knowledge sharing and financial reporting on clients.
· Manage the review of all clients for compliance to all relevant legislation annually by creating tracking tools, managing implementation, utilisation, and reporting.
5. Reporting
· Timeous and accurate reporting
· Track and report on SLA and investment delivery by collecting information, developing reports and submitting by approved deadlines.
· Track, monitor and manage the profitability of Tshikululu's portfolio of clients.
· Track and monitor the contribution of Tshikululu's clients to the 5-year social impact strategy.
· Ensure that reports required from the CRM team Management are accurate, complete and compliant by evaluating the standards, checking reports against standards and addressing issues within SLA.
· Develop and submit departmental reports within deadline.
· Manage the drafting, reviewing and submitting of adhoc reports according to standards and by deadlines.
6. Business Development
· Achievement of development targets
· Achievement of business retention targets
· Assist the Head of Business Development in the business acquisition process by leading development of proposals, implementing costing models, conducting pitches and presentations, addressing any questions and queries, getting SLA signed (when appropriate) and following up until decision is made.
· Identify opportunities, in conjunction with the Client Relationship Managers, to increase Tshikululu services within existing clients. This includes engaging with clients, discussing existing contracts, identifying potential opportunities and initiating discussion on providing additional Tshikululu support.
· Identify opportunities to initiate Tshikululu's Services in new clients by engaging with existing clients and receiving referrals, initiating contact with new clients and initiating discussion on providing Tshikululu support and services.
· Identify opportunities, build relationships and close deals to drive business development targets. Create an environment which promotes service line development which consistently and profitably meets the requirements of Tshikululu's current and future clients.
· Lead the resolution of service issues, building resilient and mutually beneficial relationships and resolving potential customer threats in existing clients.
7. Staff Management and Leadership
· High-performing staff and team
· High quality leadership
· Live the Tshikululu values and lead according to the Tshikululu's Leadership Manifesto to deliver on the strategy.
· Provide strategic insights from a client management perspective to develop and strengthen Tshikululu's strategy.
· Lead, manage, monitor and support the CRM team to achieving high performance through implementing the values, behaviours and performance management system.
· Build and maintain a high performing client management team through effective recruitment, management, career development and succession planning.
· Build a working environment that is conducive to optimal performance and the realisation of Tshikululu's strategy.
· Implement the Tshikululu HR strategy, policies and procedures as required.
· Participate in the Management Committee, ensuring delivery on strategy.
3. ROLE REQUIREMENTS
Qualifications and Experience
· Minimum Honours in Business Administration, Social Science, Commerce or similar (Master's degree would be advantageous).
· Minimum 8 to 10 years' experience developing and implementing operational programmes and solutions in Corporate Social Investment (CSI) and Transformation.
· Minimum 5 years' experience in leading and managing a team.
4. KEY INTERACTIONS / RELATIONSHIPS
Internal stakeholders
Chief Operating Officer
Client Relationship Managers
Executive Committee
Management Committee
Human Capital Management Department
Finance Department
External stakeholders
Clients
Prospective clients
Sales/Client Management Team Member
Posted 5 days ago
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Job Description
Well-established company based in Gqeberha are seeking an experienced dynamic salesperson who can double up as a client relationship manager.
Must have 3 to 5 years' experience in similar role
They need to be energetic, great communicators and have sales experience (Preferably in the Digital Space/Marketing Space)
Must reside in Gqeberha, servicing the PE/Garden Route area
Will be required to travel as well between East London and PE every few months
Basic salary plus commission structure
Should you wish to apply please submit your CV through for consideration.
Only shortlisted candidates will be contacted. Should you not receive a response within 14 days please consider your application unsuccessful. We will keep your CV on our database for any other relevant roles that may arise.
Client Management and Migration Associate
Posted today
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Job Description
A revolutionary, web-based application that gives companies all the tools to manage every aspect of their share incentive plans has an exciting position for a young, highly-motivated individual who is smart and interested in being part of this dynamic team that consists of CAs and highly-skilled finance graduates. In this role, you will deal with top personnel at our clients and assist them with all share plan related technical queries.
Location: Johannesburg, South Africa
What will I be doing?
- Learn and understand all the technical aspects relating to the business's share plan product to onboard clients and client information onto the the business platform, and manage client requirements
- Implement and advise on the technical aspects of the business's share plan product
- Set up award issue and exercise processes, including communication with brokers to ensure a seamless trading process
- Assist clients with IFRS 2 and incentive related queries and in using the system
- Build relationships with the client
- Maintain client relationships and offer new or existing solutions to existing clients
- Understand client needs and collaborate with management, colleagues, and other staff to enhance the product based on new clients or internal requirements
- Create and provide training to clients in using the platform
- Provide ongoing feedback and ideas to management on ways to improve the system
- Financial background with a relevant Bachelor's degree (CA or Equivalent)
- Strong academic record & technically proficient (finance)
- Strong excel skills is a prerequisite
- Analytical and problem-solving skills
- Excellent communication skills (email and in-person)
- Can lead client meetings
- Can work in a team environment & alone (self-starter)
- Knows how to prioritise tasks and provide excellent service
- Deadline driven and can work under pressure
Job Type: Full-time
Pay: R30 000,00 - R60 000,00 per month
Work Location: In person
Client Delivery Management
Posted 27 days ago
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Job Description
Join to apply for the Client Delivery Management role at NTT DATA, Inc.
Join to apply for the Client Delivery Management role at NTT DATA, Inc.
Get AI-powered advice on this job and more exclusive features.
Make an impact with NTT DATA
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.
Make an impact with NTT DATA
Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.
Your day at NTT DATA
The Senior Manager, Managed Services Client Delivery is a senior management role, responsible for managing a team of a Managed Services Client Delivery Specialists.
This role supports the business and protects the company’s reputation by taking responsibility for overall contract management for local, small and medium complexity client contracts.
This role is responsible for ensuring client satisfaction, service delivery, and contract profitability for their assigned client contracts. These clients require service delivery that are highly complex by nature and are typically across multiple sites and/or service offerings.
Key responsibilities:
- Responsible for client satisfaction by ensuring that services are delivered according to agreed service definitions and Service Level Agreements and other contracts.
- Oversees the day-to-day delivery of managed services to clients, ensuring adherence to service-level agreements (SLAs) and quality standards.
- Works closely with cross functional teams to identify methods or purchase and procurement, establishing evaluation criteria, evaluating alternative options and assisting with the decision to select the most appropriate vendor/supplier.
- Engages proactively and collaboratively with suppliers to resolve incidents, problems or unsatisfactory performance.
- Cultivates and maintains strong relationships with key clients, serving as the primary point of contact for service-related inquiries, issues, and escalations.
- Acts as a problem solver, addressing client concerns, resolving issues, and ensuring client satisfaction.
- Allocates resources effectively to meet client demands, including people, technology, and infrastructure.
- Identifies potential risks to service delivery and work proactively to mitigate them, ensuring minimal disruption to clients.
- Reviews all proposals delivered to the client and ensure that growth objectives within the account are in line with the company's overall growth objectives and serve the best interest of the client.
- Serves as the client's advocate within the organisation, ensuring their needs and concerns are addressed promptly and effectively.
- Continuously monitors service performance, identifies areas for improvement, and implements strategies to enhance service quality and efficiency.
- Develops and maintains reporting mechanisms to track service delivery KPIs, and provide regular updates to clients and senior management.
- Contributes to pre-sales processes by providing information, determining the effort required to deliver and generally providing advice on the most optimal way to approach the client or filter out what is not relevant to the client.
- Collaborates and engages with a variety of stakeholders, including the Review Boards and Steering Committees to ensure the delivery of services against the agreed Service Level Agreements.
- Drives service delivery excellence by motivating the team members and inspiring outstanding performance against Service Level Agreements.
- Negotiates and resolves contractual issues, including failure to meet contractual obligations.
- Partners with the organization to attract the right talent and ensure that the team is staffed according to requirements and that all team members are fully utilized.
- Leads and mentors a team of delivery managers, service coordinators, and support staff to ensure they meet their goals and deliver exceptional client service.
- Extended understanding of the IT services industry, including trends, technologies, and best practices.
- Extended knowledge of managed services, including service level agreements (SLAs), service delivery models, and service management frameworks.
- Extended understanding of client needs, expectations, and industry-specific challenges to tailor services accordingly.
- Extended leadership and management skills to lead a team of professionals and drive results.
- Excellent communication skills, both written and verbal, for interacting with clients, team members, and stakeholders.
- Ability to build and maintain strong client relationships, understand their needs, and ensure client satisfaction.
- Extended proficiency in project management methodologies to plan, execute, and monitor service delivery projects effectively.
- Strong analytical and problem-solving skills to address client issues and challenges proactively.
- Extended budgeting and financial management skills to ensure profitable service delivery.
- Ability to manage relationships with third-party vendors and partners as needed for service delivery.
- Client centric mindset, always putting the client's needs and satisfaction first.
- Willingness and ability to adapt to changing technology, client requirements, and industry trends.
- Ability to develop long-term and short-term plans for service delivery improvement.
- Focus on achieving measurable outcomes and delivering value to clients.
- Collaboration and teamwork are essential, as the role involves working with cross functional teams.
- Bachelor's degree or equivalent qualification in Information Technology or Business or related field.
- Relevant ITIL certification preferred.
- Relevant project management certification (for example, PMP) is preferred.
- Extended demonstrated experience in a managed services and/or support services environment.
- Extended demonstrated experience in managed services - service delivery and client management.
- Extended demonstrated experience in successful delivery of managed services to clients, meeting service level agreements (SLAs) and quality standards.
- Extended demonstrated experience in service delivery alignment with contractual agreements and compliance requirements.
- Extended demonstrated experience in monitoring contract performance.
- Extended demonstrated experience in managing service delivery projects for clients.
- Extended demonstrated experience in monitoring and assessing client satisfaction regularly through feedback mechanisms.
- Extended demonstrated experience in proactive measures to address client concerns and continuously improve service quality.
- Extended demonstrated experience in managing and leading a service delivery team and/or related function.
Hybrid Working
About NTT DATA
NTT DATA is a $30+ billion trusted global innovator of business and technology services. We serve 75% of the Fortune Global 100 and are committed to helping clients innovate, optimize and transform for long-term success. We invest over $.6 billion each year in R&D to help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have diverse experts in more than 50 countries and a robust partner ecosystem of established and start-up companies. Our services include business and technology consulting, data and artificial intelligence, industry solutions, as well as the development, implementation and management of applications, infrastructure, and connectivity. We are also one of the leading providers of digital and AI infrastructure in the world. NTT DATA is part of NTT Group and headquartered in Tokyo.
Equal Opportunity Employer
NTT DATA is proud to be an Equal Opportunity Employer with a global culture that embraces diversity. We are committed to providing an environment free of unfair discrimination and harassment. We do not discriminate based on age, race, colour, gender, sexual orientation, religion, nationality, disability, pregnancy, marital status, veteran status, or any other protected category. Join our growing global team and accelerate your career with us. Apply today. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Other
- Industries IT Services and IT Consulting
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#J-18808-LjbffrClient Value Management Specialist
Posted today
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Job Description
Job Description
To identify and onboard new revenue growth opportunities for the bank, provide client insights and engagement opportunities through a positive and seamless client experience by offering appropriate solutions to clients across multiple channels and managing the end-to-end lifecycle for opportunities and insights across multiple channels, platforms with an understanding of impact between real-time and batch.
Hello Future Client Value Management Specialist
Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.
As part of our team in FNB Business Client Value Management Outbound Offers, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.
Responsibilities:
- Deliver strategic insights and actionable recommendations for the Client Value Management Outbound Offers within the Platinum and Enterprise portfolio by developing a deep understanding of the ecosystem and proactively identifying and resolving any changes that may impact it
- Integrate, compare, and analyse strategic plans from different stakeholders to identify synergy and operational effectiveness
- Have a deep understanding of strategic/ tactical initiatives of the business and use this to facilitate functional strategy reviews on a regular basis
- Drive monthly engagements with Product and channels to provide guidance and insights into opportunities
- Partner with Segment, Product House, Channels, Analytics, and the Marketing team to strategically align on the delivery of sales targets and increase product penetration via the Coverage channel
- Provide insights in driving cross-sells and up-sells to increase product penetration (product depth), client entrenchment (Vertical sales index (VSI) width) and lifetime value of the client
- Provide a positive and seamless client experience by minimising hand-offs and ensuring single point of contact with a customer for several applicable products aimed to grow the customer base
- Ensure proper onboarding of new product houses, products and channels and understand data, sales and fulfilment processes, reporting and impact on specific portfolios
- Accountable for effective campaign management by initiating, managing, monitoring, and tracking all campaigns briefed via a channel
- Reporting and strategic insights
- Use business acumen and strategic insights in conjunction with the Analytics team to translate business problems into initiatives
You will be an ideal candidate if you:
- Have a relevant Business Degree or equivalent qualification
- Have 3+ years Sales and/or CVM experience
- Strong knowledge of how to interpret and apply data insights into executable opportunities and campaigns using variable channels, platforms and mediums – driving desired outcome in banking environment
- Understand processes and identify breakages to ensure seamless client experience
- Understand, interpret and draw conclusions from reviewing post campaign analysis and suggest corrective steps based on results
You will have access to:
- Opportunities to network and collaborate
- A challenging working environment
- Opportunities to innovate
- Growth and learning opportunities
We can be a match if you are:
- Adaptable and curious
- Analytical
- Creative
- Proactive
- Influential
- Client-centric
- Good communicator
- Team player and collaborator
FNB
LI-KN4
Apply now if you are interested in taking the next step. We look forward to engaging with you
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.
05/09/25
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 Finance Management
Posted today
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Job Description
Apply now »
Date:
26 Sept 2025
Location:
Centurion, Gauteng, ZA
Company:
BCXP
Business unit, Department, Reporting
Business Unit
Finance
Department
Financial Support Services
Reports To
Senior Manager: Finance Business Partner
Grade
S5
Core Description
Responsible for the commercial and financial management of clients. This entails the commercial and financial business advisory services to the Client Account Directors and the Vertical Finance Business Partners. The key dimensions of services include, financial performance and working capital management, financial planning & analysis, deal review & pipeline management, financial risk & compliance, and customer relationship management.
Key Deliverables / Primary Functions
- Manage the profit & loss for the business area (including analysis & interpretation of variances i.e actuals against forecast & plan).
- Manage working capital and ensure accurate and timely invoicing and collection of receivables.
- Engage in the preparation of client financial packs and the explanations thereof to key finance stakeholders.
- Manage and execute financial remediation actions to deliver forecast and plans
- Oversee the compilation, and ensure accuracy of required journals, driving compliance to Finance Reporting requirements
- Align the vertical business strategy with client financial plans and budgets
- Manage the budgeting, forecasting process at client level, ensuring compliance and adherence to BCX corporate budgeting process and principles
- Manage the pipeline and ensure accuracy and completeness of pipeline financials
- Manage and maintain a good relationship with clients about working capital, client reporting etc.
- Ensure compliance to group finance and business policies and internal controls.
Core Functional Skills & Capabilities
Budget Forecasting
Customer Relationship Management (CRM)
Financial Management
Relationship Building
Risk Management
Core Behavioural Competencies
Analysing
Culture Match
Deciding & Initiating Action
Job Match
Planning & Organising
Presenting and Communicating information
Working with people
Minimum Qualifications
NQF 6: 3 year Degree/ Diploma/ National Diploma in Commerce or Accounting
OR NQF 4: Grade 12
Experience
Additional Education -Preferred /Advantage
- 5 Years' experience in finance and accounting, or related field.
- If highest qualification is grade 12 then 7 Years' experience in finance and accounting, or related field.
Certifications
Professional Memberships in Relevant Industry
Level of Engagement & Span of Control
Span of Control
0
Special Requirements / Employment Condition
Ability to work extended /long hours as and when required
Workplace / Physical Requirements
Hybrid Remote Worker
Apply now »
Specialist: Client Finance Management
Posted today
Job Viewed
Job Description
Business unit, Department, Reporting
Business Unit
Finance
Department
Financial Support Services
Reports To
Senior Manager: Finance Business Partner
Grade
S5 Core Description
Responsible for the commercial and financial management of clients. This entails the commercial and financial business advisory services to the Client Account Directors and the Vertical Finance Business Partners. The key dimensions of services include, financial performance and working capital management, financial planning & analysis, deal review & pipeline management, financial risk & compliance, and customer relationship management. Key Deliverables / Primary Functions
Manage the profit & loss for the business area (including analysis & interpretation of variances i.e actuals against forecast & plan).
Manage working capital and ensure accurate and timely invoicing and collection of receivables.
Engage in the preparation of client financial packs and the explanations thereof to key finance stakeholders.
Manage and execute financial remediation actions to deliver forecast and plans
Oversee the compilation, and ensure accuracy of required journals, driving compliance to Finance Reporting requirements
Align the vertical business strategy with client financial plans and budgets
Manage the budgeting, forecasting process at client level, ensuring compliance and adherence to BCX corporate budgeting process and principles
Manage the pipeline and ensure accuracy and completeness of pipeline financials
Manage and maintain a good relationship with clients about working capital, client reporting etc.
Ensure compliance to group finance and business policies and internal controls. Core Functional Skills & Capabilities Budget Forecasting Customer Relationship Management (CRM) Financial Management Relationship Building Risk Management Core Behavioural Competencies Analysing Culture Match Deciding & Initiating Action Job Match Planning & Organising Presenting and Communicating information Working with people Minimum Qualifications NQF 6: 3 year Degree/ Diploma/ National Diploma in Commerce or Accounting OR NQF 4: Grade 12 Additional Education -Preferred /Advantage Experience 5 Years' experience in finance and accounting, or related field. If highest qualification is grade 12 then 7 Years' experience in finance and accounting, or related field. Certifications Professional Memberships in Relevant Industry Level of Engagement & Span of Control
Span of Control
0 Special Requirements / Employment Condition Ability to work extended /long hours as and when required Workplace / Physical Requirements Hybrid Remote Worker
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Client Service Management Support
Posted today
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Job Description
The Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That's why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience.
Take the lead and we'll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
The Role:
The Client Service Support Team will work in close cooperation with our Client Service Managers and with focus on supporting activities, reporting in relation to existing and new/onboarding clients.,
Job specification:
- Support Client Service Managers in preparatory work the client lifecycle
- Actively manage certain projects
- Ownership of reporting related to regulators, central banks and clients
- Updating and maintaining internal reporting systems
- Continuous review and preparation of Management Company reports
- Etc as this is a developing team with a growing client base and tasks
Skills Required:
- Business degree
- Proven self-starter with the ability to work independently while supporting the overall goals of the team
- Excellent time management skills essential along with ability to run simultaneous projects
- Strong interpersonal and written communication skills
- Results driven and proactive in problem-solving
- Excellent client service skills, client focused and delivers work to an exceptionally high standard
- In-depth knowledge of Excel / Word / PowerPoint
- Concern for quality
Advantages:
- Previous Fund experience is an advantage
- Knowledge of UCITS and AIF Fund structures (Lux & Irish)
- Understanding of Management Company / AIFM structure
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Client Services Consultant | Asset & Investment Management | Sandton
Posted 1 day ago
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Job Description
Don’t miss out on the opportunity to join this prestigious wealth management company as a Client Services Consultant.
Responsibilities:
- Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts.
- Communicate with clients on the company’s product range in a courteous and professional manner via telephone, email, fax letter and direct walk in clients.
- Manage all work items i.e., this will include dealing with rejections, general queries such as account queries, forms and other literature requests, fund information and also more detailed query investigation and resolution.
- Build and maintain relationships with clients by answering queries directly on all relevant correspondence and at the same time keeping all systems (including third party administrator systems) updated with all notes.
- Support the Client Group by providing proactive communication on rejections and queries raised by the third-party administrators and clients.
- Acting as the primary point of contact for all third party and client queries on the IAM SA and offshore funds range.
- Assist other team members when necessary – provide cover during periods of absence.
Qualifications:
A business focused degree
Experience:
- Relevant 2 – 3 years working experience
- Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience – advantage
- Call Centre experience (Financial Services) – Essential
- Excellent business writing skills
Attributes:
- The ability to build and maintain meaningful relationships
- The ability to ‘approach and own’ and continuously look for opportunities to develop
- A client focused and collaborative approach
- Ability to analyse, interpret and assimilate information
Client services consultant | asset & investment management | sandton
Posted today
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