352 Client Service jobs in South Africa

CAREER OPPORTUNITY

Santam PLCC – Policy Maintenance Voice and Email has positions available for a Client Service Consultant based in Hill On Empire Park.

JOB DESCRIPTION

To offer world-class products and services to clients, while achieving targets in an inbound and outbound call centre environment.

KEY RESPONSIBILITIES

• Accurately capture client information in the relevant system.
• Execute broker requests within agreed timeframes, quality standards, and legislation.
• Handle administrative tasks according to standards and turnaround times.
• Engage with brokers in a client-centric manner.
• Ensure accurate completion of broker requests and follow up to resolve queries promptly, as per service level agreements.
• Provide effective, efficient, and professional service to clients and offices via telephone and written correspondence.
• Meet and exceed client service level agreements.
• Maintain excellent time management skills.
• Consistently achieve productivity targets.

QUALIFICATIONS AND EXPERIENCE

• Matric certificate or equivalent qualification.
• FAIS compliant (30 credits NQF level 4).
• At least 2 years of experience in short-term insurance.
• Clear criminal and credit record.
• Compliance with FAIS Fit & Proper criteria, with experience and competency requirements met under supervision.
• Computer literate.
• Willing to work shifts.
• Adherence to quality standards and compliance.
• Consistent achievement of targets.

SKILLS

• Computer literacy (MS Office).
• Client service orientation.
• Negotiation skills.
• Deadline and results-driven.

COMPETENCIES

• Analytical thinking.
• Information seeking.
• Drive for results.
• Initiative.
• Emotional self-control.
• Customer service orientation.

ABOUT THE COMPANY

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, and expanding company, we are committed to transformation and growth. While headquartered in South Africa, we are expanding into emerging markets across Africa and Asia.

With over 1 million policyholders, Santam serves individuals, businesses, and institutions—including 80 of the Top 100 JSE-listed companies. We are committed to providing peace of mind through insurance, allowing clients to focus on living without worry. We believe the freedom to seize every day is worth protecting.

We value our people and are dedicated to attracting the best talent for both permanent and short-term roles.

Santam promotes diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from all backgrounds, including persons with disabilities. We are committed to neuro-inclusivity and creating a workplace where everyone can thrive.

Rathbones provides individual investment and wealth management services for private clients, charities, trustees, and professional partners. We have been trusted for generations to manage and preserve our clients' wealth.

Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to be recognized as the UK's most responsible wealth manager.

We see it as our responsibility to invest for everyone's tomorrow. That means doing the right thing for our clients and others too. Keeping the future in mind when we make decisions today. Looking beyond the short term for the most sustainable outcome. This is how we build enduring value for our clients, make a wider contribution to society, and create a lasting legacy. Thinking, acting, and investing responsibly.

Role: CSE

Department: Financial Planning

Location: Newcastle

Contract Type: 12 month secondment / 12 month fixed-term contract

Reporting to: Sarah Cross, Client Team Manager

The Role

To coordinate and ensure excellent continuity and completeness of service promised to each client in the local office, working as part of the client team. Ensuring that all work agreed with a client is delivered and accounted for correctly.

Outcomes of the role

• Proactively engage with clients as requested by your Financial Planner to help them stay up to date with matters in hand (within MiFID II procedures).
• Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax, and estate planning efficiently.
• Remind FPs and schedule Annual Reviews as they fall due.
• Coordinate work with FPs, PPs, and others in the delivery of service to clients.
• Manage workloads effectively.
• Provide administrative support to Financial Planners.
• Maintain client records and internal CRM systems according to firm procedures.
• Follow all regulatory requirements, including internal procedures and training for AML, complaints, and MiFID II.
• Process new business applications and supporting documentation accurately, ensuring feedback is given to clients, Investment Managers, and FPs, with timescales met.
• Support relationships with IMs, clients, external providers, and stakeholders.
• Participate in regular Model Office team communications and meetings, completing actions promptly.
• Provide support, guidance, and training to other team members.
• Keep up to date with procedural changes and adhere to them.
• Perform other duties as directed by the department/line manager.
• Provide similar support to other offices or teams when required, as decided by the line manager.

Knowledge, Skills, and Experience

• Understanding of client and Investment Managers' expectations.
• Excellent communication skills.
• High accuracy and attention to detail.
• Ability to apply compliance knowledge.
• Strong time management skills.
• Ability to work with multiple Financial Planners, set, and review priorities.
• Organizational skills for self and others.
• Proficiency in Microsoft Office (Word - Advanced, Excel - Intermediate) and other RFP packages.
• Good understanding of Financial Services administration practices; DFM knowledge is beneficial but not essential.
• Experience in a similar role demonstrating these skills.
• CII exams are beneficial but not essential.

Life at Rathbones

We aim to be an employer of choice in wealth management by building a diverse, equal, and inclusive workplace that motivates, develops, and embraces all colleagues' strengths. Joining Rathbones means working with passionate professionals in a culture that cares for its people. We offer meaningful work opportunities and a voice to all.

We are committed to diversity and encourage applications from all backgrounds. We welcome individuals who share our values of high client service, integrity, and results focus.

We are a Level 1 Disability Confident employer, committed to supporting applicants with disabilities. Please contact us for adjustments needed during the application process.

Key Skills: Electro Mechanical, Data Entry, Customer Service, Commerce, Communication, ABAP

Employment Type: Grant

Department / Functional Area: Financial Planning

Experience: years

Vacancy: 1

CAREER OPPORTUNITY

Santam PLCC – Policy Maintenance Voice and Email has positions available for a Client Service Consultant based in Hill On Empire Parow.

Job Description

To offer world-class products and services to clients while achieving targets in an inbound and outbound call centre environment.

Key Responsibilities

1. Accurately capture client information on the relevant system.
2. Execute broker requests within the agreed timeframes, quality standards, and legislation.
3. Handle all administrative tasks according to standards and turnaround times.
4. Engage with brokers in a client-centric manner.
5. Ensure accurate completion of broker requests and follow up to resolve queries promptly, as per service level agreements.
6. Provide effective, efficient, and professional service to clients and offices via telephone and written correspondence.
7. Meet and exceed client service level agreements.
8. Manage time effectively.
9. Consistently achieve productivity targets.

Qualifications and Experience

1. Matric certificate or equivalent qualification.
2. FAIS compliant (30 credits NQF level 4).
3. At least 2 years of experience in short-term insurance.
4. Clear criminal and credit record.
5. Compliance with FAIS Fit & Proper criteria, including minimum experience and competency requirements, which can be obtained while working under supervision.
6. Computer literacy.
7. Willingness to work shifts.
8. Adherence to quality standards and compliance.
9. Consistent achievement of targets.

Skills

1. Proficiency in MS Office.
2. Client service orientation.
3. Negotiation skills.
4. Results and deadline-driven.

Core Competencies

1. Analytical thinking.
2. Information seeking.
3. Drive for results.
4. Initiative.
5. Emotional self-control.
6. Customer service orientation.

About The Company

Santam is the market leader in the general insurance industry in Southern Africa. We are committed to transformation and growth, with headquarters in South Africa and expanding into emerging markets across Africa and Asia. We serve over 1 million policyholders, including many top companies listed on the JSE. Our mission extends beyond providing insurance to offering peace of mind, enabling clients to focus on living in the moment.

We value diversity, inclusion, and belonging, and are an equal opportunity employer, encouraging applications from all backgrounds, including persons with disabilities. We foster a workplace where everyone can thrive.

Take the next step in your career—apply now and be part of a company shaping the future of insurance. This is Freedom!

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.

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.

Santam PLCC has a position available for a Client Service Consultant who will be based in Parktown.

To offer world-class products and services to clients, whilst achieving targets in an inbound and outbound call centre environment.

• Accurately capture client information on the relevant system.
• Execute broker requests within the agreed timeframes, quality standards and legislation.
• Handle all the administrative tasks according to agreed standards and turnaround times.
• Engage with brokers in a client-centric manner.
• Ensure accurate completion of broker requests and follow up to ensure queries are resolved timeously, as per service level agreement.
• Provide effective, efficient and professional service to all our clients and offices, both telephonically and through written correspondence.
• Ensure client service level agreements are met and exceeded.
• Consistent achievement of agreed productivity.

• Matric certificate or equivalent qualification
• FAIS compliant (NQF level 4)
• Experience in short-term insurance
• Clear criminal and credit record
• Compliance with FAIS Fit & Proper criteria i.e. minimum experience and competency requirements, which can be obtained while working under supervision.
• Willing to work shifts
• Clean track record in terms of adherence to quality standards and compliance
• Consistent target achievement
• Analytical thinking
• Information seeking
• Drive for results
• Initiative
• Emotional self-control

• Client service oriented
• Deadline and results-driven

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and achieving great things. We pride ourselves in helping our employees to realize their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

At Santam we are committed to transformation and embracing diversity. This commitment 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.

The Client Services Manager supports both current and new clients. This role serves as the coordinating link between the client and formula D_ Design and Production departments ensuring that the work fully meets the client’s needs. The Client Services Manager functions as both an Account Manager and a Project Manager. This position reports to the head of design, project management and senior management.

• Communicate with clients in the lead-up to project commencement, review and compile project requirements and secure required collateral and participation.
• Ensure that the schedule, deadlines and client expectations are clearly communicated and understood by all.
• Coordinate with business development, production, and technology departments to ensure readiness; ensure execution of project meets or exceeds client requirements and expectations.
• Oversee multiple client projects and be able to recognize, solve or neutralize potential issues or conflicts.
• Anticipate and/or troubleshoot technical problems before/during/after; work with technical staff and the client to properly service these issues.
• Keep all project stakeholders informed throughout a project life cycle.
• Compile project statistics into a deliverable report for clients.
• Facilitate conversations with clients and respond to queries.
• Assist with strategic planning and support organic client growth.

• Bachelor's degree or equivalent experience.
• 4 or more years of experience as an account manager, project manager, or combination of both.
• Knowledge and experience with exhibition design, activations, interactive technology.
• Working knowledge of MS Office, OneNote, SharePoint.

• Excellent organizational, planning, management, and communication skills with an ability to work at all levels.
• Strong attention to detail.
• Client-focused, solutions-oriented, self-starter.
• Willingness to work non-traditional hours (early morning, late evening), as required.

Scam alert: Santam has become aware of an e-mail scam involving the unauthorised use of the Santam logo alongside another brand.
Please note that this is a scam. We remind all clients that Santam will only communicate through official channels or the authorised broker. Learn more.

This career opportunity is available at Tailored Claims Solutions for the Client Service Manager, who will be based in the Glacier Building, Belville.

The purpose of this role is to be Chair for the Claims committee which reviews claims that are rejected. Resolve and formulate responses to complaints received from Clients/Ombudsman/Internal Arbitrator /Client Care /Claims Advocacy team. Provide assistance in specialist technical support to the adjuster and skills development through on the job training /peer coaching. The responsibilities will include resolving disputes involving claims adjustments and negotiations with the insured and or broker after failed attempts by the Adjuster, Claims Service Consultant and Team Manager. Escalating unresolved claims issues to the relevant Manager.

• Providing formal responses to matters referred to Ombudsman/Internal Arbitrator/Client Care/Claims advocacy.
• Chair claims committee which determines whether claims are invalid or not (rejections).
• Formulating responses to clients disputing rejections /review rejections
• Continuous technical guidance and support and up skill and behaviour needs of external adjuster /internal adjusters/claims service consultants.
• To curb Lost Economic Opportunity (LEO)
• Liaise with Training and Technical Advice.
• On the job and peer coaching
• Client Service Manager will meet with the client at the client’s premises on request to address contentious matters. This meeting may include the broker as well as the relevant authorised supplier(s) appointed in the claim.
• Resolving disputes where claims service consultant’s and team manager’s resources are exhausted.
• Ensures adherence to claims policy and philosophy.
• Distribute Ombudsman Rulings and Claims Technical advice interpretations.
• Single point of entry to Claims Technical Advice
• Technical Policy interpretations and liaison with business units
• Feedback to underwriters regarding policy wording reviews
• Claims complaints must be addressed to the relevant manager.
• Standing in for the relevant manager in his/her absence, when on leave or study leave, refer to Operations Manager Continuous technical guidance and support and up skill and behaviour needs of the Assessors.
• Regular liaison with management and staff at all levels of the company regarding escalated claims/ flagged.
• Consultation with clients, Business and Business Partners on a continuous basis regarding fraud and irregularities
• Regular liaison with counterparts at other insurers
• Regular liaison with Santam Forensic Services.
• Effective relationships with law enforcement and Insurance Crime Bureau, South African police Services National Prosecutions Authorities, Suppliers, Wreck dealers, Brokers, Broker Consultants and Area managers.

• Matric/ Grade 12.
• A post matric qualification
• Post graduate insurance or building industry related qualification.
• Must be computer literate (MS Word, MS Excel and MS Power Point)
• 7-10 years insurance experience in the Non-Motor and Motor claims environment with direct clients
• Insurance related training experience
• Building and related repairs quantification experience
• 2-3 years Management Experience
• Sound knowledge of the Santam Motor and Non-motor process
• Good verbal skills
• Working knowledge of the building industry (working in the industry would be preferable)
• Customer Centricity experience.
• Lean Six Sigma Certification-Green Belt an added benefit.

• Good negotiating skills
• Problem solving skills
• Conflict resolution
• Good communication – verbal and writ
• Excellent interpersonal skills
• Strategic thinking
• Ability to influence

• Drives results
• Deciding and initiating action
• Leading and supervising
• Collaborates
• Client focus
• Flexibility and adaptability
• Cultivates innovation
• Strategic decision making
• Analytical thinking
• Influencing/ gaining commitment
• Business acumen
• Coaching and development

Santam is the market leader in the general insurance industry in Southern Africa. As a large, diversified, and expanding company, we are committed to transformation and growth. While our headquarters are in South Africa, we are rapidly extending our presence into emerging markets across Africa and Asia.

With a client base of over 1 million policyholders, Santam serves individuals, commercial enterprises, specialist business owners, and institutions—including 80 of the Top 100 companies listed on the JSE. Our commitment to Insurance, Good and Proper goes beyond just providing cover—we offer peace of mind, ensuring our clients can focus on living in the moment, not worrying about the unexpected. Because at Santam, we believe the freedom to seize every day is worth protecting.

People drive our business, and we are committed to attracting the best talent, whether for permanent roles or short-term opportunities.

Santam is committed to diversity, inclusion, and belonging. As an equal opportunity employer, we encourage applications from candidates of all backgrounds, including persons with disabilities. We are dedicated to neuro-inclusivity and fostering a workplace where everyone can thrive.

Our recruitment process

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

Step 1

Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.

Our recruitment process

Step 2

Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role.

Our recruitment process

Step 3

Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Our recruitment process

Step 4

Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Our recruitment process

Step 5

We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot!

Our recruitment process

Step 6

Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials.

Our recruitment process

Step 7

Prior to an offer being made, there may be a second interview to meet with the Head of Department.Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Our recruitment process

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

Our recruitment process

Step 1

Our vacancies are advertised between 3-5 days depending on the market availability of the skills required.

Our recruitment process

Step 2

Could take a couple of days depending on the volume and the screening process, which various according to the complexity of the role.

Our recruitment process

Step 3

Long listed candidates are sent to the hiring manager to review and consider for the next stage of the selection process.

Our recruitment process

Step 4

Candidates may be contacted for a short screening interview to get to know them better and to ask any clarity seeking questions.

Our recruitment process

Step 5

We use a competency interview model. Interview dates will be confirmed via e-mail. During the interview you will be introduced to the panel and the process will be explained. Remain calm and sell yourself. This is our opportunity to match your skills to the job. You only get one shot!

Our recruitment process

Step 6

Should we like what you bring to the table, depending on the job you are being considered for, you may be invited to complete a psychometric assessment. Further employment checks are conducted the ensure the validity of your credentials.

Our recruitment process

Step 7

Prior to an offer being made, there may be a second interview to meet with the Head of Department.Should there be a need for any further interviews, be sure to bring the same charm that got you through your first interview.

Our recruitment process

Step 8

You made it. Here we ensure we receive all your documents to get you onto our payroll system.

There is not just one way to be successful at Santam, nor is there one way to interview with us. Interviewing is a two-way process - it helps us learn about you, and it helps you learn about us, our people, and what you could do here.

Santam has been officially recognised by the Top Employers Institute as a Top Employer 2025 for excellence in people practices. This is the ninth consecutive year that we have achieved this accolade.

WHY JOIN THE JSE? The JSE recognises that its success and strength depend on the quality of its employees. We are committed to fostering a culture of continuous learning and high standards of performance. Our employee wellness programme is designed to encourage work-life balance for employees. We naturally seek to empower staff and encourage diversity and opportunities for all.

To manage and oversee the Client Call Centre / Service Team operations and ensure that the team is adequately equipped with the necessary skills and knowledge to provide expert support and relevant information across all markets to all public clients. To co-ordinate CX initiatives and CSC (Client Service Centre) projects.

• Manage costs within the CSC budget for 2023/2024 Financial year, Support and collaborate with finance in group-wide initiatives, identifying operating efficiencies and other opportunities including business process efficiencies.
• Reduce operational vulnerability in CSC.
• Introduce proactive and ongoing monitoring of the CSC.
• Effective management of any Service Failures Outages including Crisis.
• Enhance and Improve Comms.
• Involvement and Participation in Relevant audits and resolution of audit findings and BTB's.
• Succession, Development and retention plan for the team.
• Make clear progress in building and retaining motivated, settled and productive staff that are inspired to tackle the JSE’s demanding priorities and to enhance employee engagement.
• Involvement and Participation in Relevant audits and resolution of audit findings and BTB's
• Succession, Development and retention plan for the team.
• Make clear progress in building and retaining motivated, settled and productive staff that are inspired to tackle the JSE’s demanding priorities and to enhance employee engagement.
• Visibly lead the culture change to ensure a more collaborative culture and that staff are committed to the JSE WAY as a new and agile way of working.
• Deliver and make progress against the agreed project timelines and 2023 milestones for key projects any other project support as required.
• Producing of reports, analysing data to identify trends and issues using data to actively implement improvements.
• Engage and partner with other divisions to identify and implement improved opportunities for support and collaboration.
• Participate and Implement Client Experience Initiatives.
• Enhance client centric culture in the CSC so that Improve overall function of the Support desk ensuring clients experience a positive difference in the process and turnaround times.
• Grade 12
• Certificate in Financial Markets
• BCcom Degree (Financial Markets preferrable)
• 5 years experience in a Call Centre environment

An established and professional utilities management group is looking for a Client Service Administrator to join their team based in Bellville North, Cape Town.

1. Providing a high standard of client service.
2. Resolving customer queries and requests from incoming calls and email correspondence.
3. Fax and email accounts to clients on request.
4. General administrative and ad-hoc tasks.
5. Excellent knowledge of Excel and report writing ability essential.

1. Grade 12.
2. Previous experience in a client services environment in utilities will be an advantage.
3. Knowledge of customer service principles & practices.
4. Microsoft OS office literate.
5. Excellent problem-solving skills and able to perform under pressure.
6. Excellent client service.
7. Excellent business writing skills and telephone manner.
8. Fully Bilingual (Afrikaans and English).
9. Deadline and goal orientated.
10. Passion for service delivery.

Monthly plus Death And Disability Cover.

Reference: RST001770-ab-1

Life Insurance Client Service Administrator required in Rustenburg.

Qualifications & experience:

• Matric & NQF Level 5 certification in Long term insurance
• MS Office
• Minimum 5 years experience in long term insurance industry (Preferably experience in Xplan)
• Experience in claims, withdrawals, investment switches, policy services, beneficiary changes, new investment and life assurance applications.

• Policy services (debit order, address, cessions, withdrawals, surrenders, beneficiary nominations)
• Claims (life insurance, disability, dread disease)
• Must be able to communicate well with clients and work under pressure

Salary: R15 000.00
Please mail c.v. to