330 Client Service jobs in South Africa

Professional Assistant to Financial Advisor (Degree / CFP) - Kloof

Kloof, KwaZulu Natal Dixie Recruitment

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Job Description

Professional Assistant to Financial Advisor (Degree / CFP) – Kloof

Our reputable client in the financial services industry, based in Kloof, is looking to employ a Professional Assistant to provide technical and planning support to a Financial Advisor and their clients. This role is ideal for a well-organised, detail-orientated individual with a strong grasp of financial planning, portfolio reviews, and client servicing.

The ideal candidate will be responsible for the preparation of financial plans, conducting in-depth portfolio analysis, drafting advice documents, and ensuring efficient internal workflow and collaboration across the advisory team.

Requirements:

  • Matric
  • Relevant tertiary qualification (e.g. BCom, CFP, or progress toward CFP) will be an advantage
  • At least 2 years of experience in a financial planning or advisory support role
  • Strong understanding of local and offshore investment products, risk planning, and estate planning
  • Proficient in MS Office (Excel, Word, Outlook); experience with CRM systems advantageous
  • Ability to conduct technical investigations and formulate sound recommendations
  • Ability to work efficiently in a digital or paperless environment

We will be in contact with shortlisted candidates who meet the requirements detailed above. If you have not received a reply within 2 weeks, please consider your application unsuccessful.

By applying, you confirm that:

  • We may retain your personal information in our database for future matching of suitable opportunities
  • We may contact you when suitable opportunities arise
  • The information you have provided to us is true, correct and up to date

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Client Service Executive

Cape Town, Western Cape Circana Careers

Posted today

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Job Description

Let's be unstoppable together!

Circana (formerly IRI and NPD) is the leading advisor on the complexity of consumer behavior. Through unparalleled technology, advanced analytics, cross-industry data, and deep expertise, we provide clarity that helps almost 7,000 of the world's leading brands and retailers take action and unlock business growth. We understand more about the complete consumer, the complete store, and the complete wallet, so our clients can go beyond the data to apply insights, ignite innovation, meet consumer demand, and outpace the competition.

At Circana, we are fueled by our passion for continuous learning and growth. We seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We have a global commitment to diversity, equity, and inclusion, believing in the strength that diversity brings to our business, employees, clients, and communities. With us, you can always bring your full self to work. Join our inclusive, committed team to challenge, own outcomes, and stay curious together. Learn more at (website).

What will you be doing

Based in Cape Town, South Africa, you will work as part of the Circana UK Client Service team. The Client Service Executive (CSE) is responsible for achieving high client satisfaction through strong process management, flawless planning and execution, and proactive communication. This cross-functional role involves working closely with internal teams and being the day-to-day contact for the designated client base.

The CSE role is a fantastic entry-level position offering broad experience across many aspects of client delivery. It is an excellent opportunity for someone looking to build a solid understanding of the data production and delivery cycle and develop outstanding client service skills.

Job Responsibilities

  • Deliver and manage excellent client service to maintain high satisfaction levels
  • Update and deliver databases and reports within agreed deadlines, coordinating with wider Circana teams
  • Perform quality control checks to ensure high-quality, accurate deliverables
  • Build strong relationships with clients through regular engagement via email and meetings
  • Support colleagues by building product and industry knowledge to enhance client service
  • Network and collaborate with other Circana teams to strengthen client relationships
  • Contribute to internal client solution review meetings

Measures of Success

We value the unique qualities each individual brings. Our ideal CSEs are:

  • Self-motivated and confident professionals
  • Strong team players with integrity
  • Organized and problem-solvers
  • Excellent communicators and relationship builders

Requirements

  • Associate's degree (BCom / BSc)
  • At least 2 years of client service experience in FMCG or data management
  • Excellent command of English, both verbal and written
  • Strong time management skills
  • Accurate, consistent, flexible team player
  • Analytically strong
  • Proficient in Microsoft Office, especially Excel

Circana Behaviors

Our shared behaviors are core to our organization:

  • Stay Curious: Always eager to learn and grow
  • Seek Clarity: Embrace complexity to create clarity and inspire action
  • Own the Outcome: Be accountable for decisions and outcomes
  • Center on the Client: Continuously add value for our customers
  • Be a Challenger: Strive for continuous improvement
  • Champion Inclusivity: Foster trust, engagement, empathy, respect, and integrity
  • Commit to each other: Contribute to making Circana a great place to work

Location

This position is based in Cape Town, South Africa.

LI-AM19

Key Skills

Electro Mechanical, Data Entry, Customer Service, Commerce, Communication, ABAP

Employment Type: Full-Time

Experience: 2+ years

Vacancy: 1

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Client Service Executive

Cape Town, Western Cape Circana

Posted today

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Job Description

Let’s be unstoppable together!

Circana (formerly IRI and NPD) is the leading advisor on the complexity of consumer behavior. Through unparalleled technology, advanced analytics, cross-industry data, and deep expertise, we provide clarity that helps almost 7,000 of the world’s leading brands and retailers take action and unlock business growth. We understand more about the complete consumer, the complete store, and the complete wallet so our clients can go beyond the data to apply insights, ignite innovation, meet consumer demand, and outpace the competition.

At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We have a global commitment to diversity,equity,and inclusion as we believe in the undeniable strength that diversity brings to our business, employees, clients, and communities (with us you can always bring your full self to work). Join our inclusive, committed team to be a challenger, own outcomes, and stay curious together. Learn more at

What will you be doing?

Based in Cape Town - South Africa, you will be working as part of the Circana UK Client Service team. The Client Service Executive (CSE) is accountable for achieving high levels of client satisfaction through strong process management skills, flawless planning and execution, and proactive communication. This is a cross-functional role, working closely with several internal teams as well as being the day-to-day contact for the designated client base.

The Client Service Executive role is a fantastic entry level position which will give you a broad experience across many aspects of the client delivery process. It will be a great opportunity for anyone who is looking to build a solid understanding of the foundation of the data production and delivery cycle and develop an outstanding level of client service.

Job Responsibilities

  • Delivering and managing excellent client service to maintain high levels of client satisfaction
  • Updating and delivering databases and reports to clients within agreed deadlines, which will include co-ordination and collaboration with wider CIRCANA teams
  • Performing quality control checks to ensure high quality and accuracy of client deliverables
  • Build strong relationships with clients by engaging frequently via email and arranged meetings to be their initial point of contact for all queries.
  • Building wider product and industry knowledge to support colleagues and deliver the best possible client service
  • Networking and engaging with other CIRCANA teams to build strong client-focused relationships
  • Informing and contributing to internal client solution review meetings

Measures of Success

Here at Circana, we believe that what makes you, YOU is also what makes you great. We look for the below qualities in our CSEs as all other aspects of the role will be taught through our in-depth onboarding and ongoing support & training opportunities.

  • Self-motivated, confident professional
  • A strong team player who has integrity
  • Excellent organisation and problem-solving skills
  • Great communication and relationship building skills
  • Requirements

  • Associate’sdegree (BCom / BSc)
  • 2+ years Client Service, FMCG or Data Management experience
  • Excellent command of the English language
  • Excellent verbal and written communication skills
  • Time management
  • Accurate, consistent, team player, flexible
  • Analytically strong
  • Proficient in Microsoft Office applications, especially Excel
  • Circana Behaviors

    As well as the technical skills, experience and attributes that are required for the role, our shared behaviors sit at the core of our organization. Therefore, we always look for people who can continuously champion these behaviors throughout the business within their day-to-day role :

  • Stay Curious : Being hungry to learn and grow, always asking the big questions
  • Seek Clarity : Embracing complexity to create clarity and inspire action
  • Own the Outcome : Being accountable for decisions and taking ownership of our choices
  • Center on the Client : Relentlessly adding value for our customers
  • Be a Challenger : Never complacent, always striving for continuous improvement
  • Champion Inclusivity : Fostering trust in relationships engaging with empathy, respect and integrity
  • Commit to each other : Contributing to making Circana a great place to work for everyone
  • Location

    This position can be located in the following area(s) : Cape Town, South Africa

    LI-AM19

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    Client Service Administrator

    Cape Town, Western Cape Momentum

    Posted today

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    Job Description

    Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses. Visit us at As an applicant, please verify the legitimacy of this job advert on our company career page.

    Role Purpose

    To provide effective and efficient service to clients through the administration of a group of schemes by receiving, evaluating and responding to client queries timeously and meeting the agreed service level agreements on all processes.

    Requirements

    • Grade 12 or NQF level 4.
    • 2-5 Years’ experience in an insurance administration environment.
    • Microsoft Office Suite (Word, Excel).
    • Employee Benefits administration experience will be advantage.

    Duties & Responsibilities

    The incumbent will be co-responsible for the following:

    • Ability to self-manage the full administration of risk schemes.
    • Accurately complete member and risk premium reconciliations.
    • Investigate and resolve all non-reconciling items.
    • Administer and process the relevant scheme data from fund entry to exit stage.
    • Process and effect payment on all claim types.
    • Provide first time resolution to clients on queries via e-mail and telephonic.
    • Assess and co-ordinate the required applications and make contact with the clients directly should there be any queries.
    • Co-ordinate across the teams to ensure that the required tasks are completed before the monthly reconciliation is due.
    • Assist clients efficiently with their requests through displaying the Momentum Metropolitan values enabling client retention and satisfaction.
    • Build and maintain relationships with clients and stakeholders to ensure a smart client experience.
    • Ensure all risks are mitigated and escalated when dealing with client requests.
    • Keep abreast of MMH product and legislation changes in order to effectively and accurately assist with client queries.
    • Responsible for the monthly reconciliation of scheme data to assist with client reporting.

    Please note that this role is based on the pay for performance remuneration structure.

    Competencies

    • Accountability.
    • Attention to details.
    • Customer orientation.
    • Communication skills.
    • Planning and Organising.
    • Multitasking.
    • Teamwork.
    • Self-management.
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    Client Service Manager

    George, Western Cape University of Toronto

    Posted 4 days ago

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    Job Description

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    Date Posted: 08/21/2025
    Req ID: 44919
    Faculty/Division: School of Management
    Department: Joseph L. Rotman School of Management
    Campus: St. George (Downtown Toronto)

    Description:

    About us:

    The Rotman School of Management is part of the University of Toronto, a global centre of research and academic excellence at the heart of Canada’s commercial and financial capital. Rotman is a catalyst for transformative learning, insights and public engagement, bringing together diverse views and initiatives around a defining purpose: to create value for business and society. We make a fundamental promise, Here’s where it changes to our students, our partners and the broader community. Everyone at Rotman, faculty and staff, plays a role in bringing that promise to life.

    Your opportunity:

    Reporting to the Director, Client Services, the Client Services Manager is a critical member of the Executive Programs team at the Rotman School of Management. Executive Programs offers a diverse range of education programs for individuals and groups in Toronto, nationally and internationally. Both standard and customized programs are offered throughout the year. The incumbent is responsible for balancing the needs of the various stakeholders in the programs – clients, participants, faculty, and staff and to ensure a quality experience with regard to program
    delivery and nurturing of client relationships.

    Working under the direction of the Director, the responsibilities of the Client Services Manager include managing client relationships, supporting new business opportunities, liaising with various teams in preparing program logistics, working with staff and faculty to improve program quality, interacting with key clients and participants and managing program delivery. The Client Services Manager works closely with the Executive Programs Business Development team and the Delivery Team to ensure the program runs smoothly and meets or surpasses client expectations. The Client Services Manager oversees the work of casual program assistants to ensure the on-site and virtual delivery of programs is well executed and to ensure that off-site programs are delivered to the Rotman standard of excellence. Finally, through their interactions with clients and participants, the Client Services Manager may identify potential program extensions and/or new programs. The Client Services Manager works with the Executive Programs Business Development team on any related business development projects.

    Your responsibilities will include:

    • Building and strengthening relationships with stakeholders and partners of strategic importance
    • Coordinating tasks for projects and other strategic initiatives with stakeholders
    • Conducting detailed analysis on program efficiency and student learning outcomes to inform program planning activities
    • Implementing program improvements and maintenance of program standards
    • Analyzing service delivery and/or internal processes and recommending improvements
    • Conceptualizing, organizing and executing program activities
    • Liaising with colleagues to encourage the use of best practices and consistent programming
    • Preparing detailed budgets and supporting financial documentation

    Essential Qualifications:

    • Bachelor's Degree or acceptable combination of equivalent experience.
    • Minimum of 5 years’ relevant experience in the area of program/project design, delivery and evaluation or training and development/adult learning in a competitive business environment
    • Strong project management/administrative experience with demonstrated decision-making skills, detailed planning and ownership of programs/projects
    • Client relationship development and management experience is required
    • Experienced in leading a team, working with senior level executives, and speaking in front of a group is required.
    • Strong computer knowledge using MS Office – Outlook, Word, Excel, Power Point and various databases including Access
    • Highly developed organizational skills with keen attention to detail and ability to anticipate potential issues and resolutions
    • Sound knowledge of budget development and management.
    • A team player, working collaboratively across teams
    • Strong client service orientation with sensitivity to various levels of expectations from program participants, faculty, staff and suppliers. Understanding of business development process and ability to identify sales opportunities
    • Strong communication (oral and written) and relationship management skills with the ability to effectively negotiate with various stakeholders
    • Must be able to multi-task and manage preparation and delivery of multiple programs with sound judgment, calm demeanour and professionalism under pressure and stress.


    Assets (Nonessential):

    • Experience working with learning management systems would be an asset


    To be successful in this role you will be:

    • Multi-tasker
    • Possess a positive attitude

    This is a 1 year term opportunity.

    Closing Date: 09/02/2025, 11:59PM ET
    Employee Group: USW
    Appointment Type : Budget - Term
    Schedule: Full-Time
    Pay Scale Group & Hiring Zone:
    USW Pay Band 13 -- $86,340. with an annual step progression to a maximum of $110,415. Pay scale and job class assignment is subject to determination pursuant to the Job Evaluation/Pay Equity Maintenance Protocol.
    Job Category: Student Services

    Lived Experience Statement
    Candidates who are members of Indigenous, Black, racialized and 2SLGBTQ+ communities, persons with disabilities, and other equity deserving groups are encouraged to apply, and their lived experience shall be taken into consideration as applicable to the posted position.

    Diversity Statement

    The University of Toronto embraces Diversity and is building aculture of belonging that increases our capacity to effectivelyaddress and serve the interests of our global community. Westrongly encourage applications from Indigenous Peoples,Black and racialized persons, women, persons withdisabilities, and people of diverse sexual and gender identities.We value applicants who have demonstrated a commitment toequity, diversity and inclusion and recognize that diverseperspectives, experiences, and expertise are essential tostrengthening our academic mission.

    As part of your application, you will be asked to complete a brief Diversity Survey. This survey is voluntary. Any information directly related to you is confidential and cannot be accessed by search committees or human resources staff. Results will be aggregated for institutional planning purposes. For more information, please see .

    Accessibility Statement

    The University strives to be an equitable and inclusive community, and proactively seeks to increase diversity among its community members. Our values regarding equity and diversity are linked with our unwavering commitment to excellence in the pursuit of our academic mission.

    The University is committed to the principles of the Accessibility for Ontarians with Disabilities Act (AODA). As such, we strive to make our recruitment, assessment and selection processes as accessible as possible and provide accommodations as required for applicants with disabilities.

    If you require any accommodations at any point during the application and hiring process, please .

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    Client Service Officer

    Eastern Cape, Eastern Cape Abantu Staffing Solutions

    Posted 7 days ago

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    Job Description

    Overview:

    Our client in the property sector is looking to employ a Client Service Officer responsible liaising with all clients and ensure the efficient letting of units and to maximize rental income by ensuring that vacancies are kept to a minimum.

    Minimum Requirements:

    • Grade 12 / Matric
    • 3-year Business management course or equivalent
    • 3-5 years’ experience in a supervisory role
    • 3-5 Years’ experience in a customer service environment
    • A minimum of 3 years in a property management environment
    • Advanced MS Office and MDA

    Key Performance Areas:

    1. Operational Requirements

    • Execute daily tasks and work instructions according to relevant Procedures & Policies
      APPLICATION MANAGEMENT
    • Ensure all vacancies are advertised
    • Oversee the enquiry &application process from start to finish in line with company procedures
    • Ensure viewings take place where applicants have requested same
    • Provide final approval on all applications in the portfolio
    • Oversee/ensure that the lease signing procedure is carried out correctly
    • Oversee that all leasing data has been uploaded on the property management system (MDA)
    • Oversee that all tenant information with the relevant charges are loaded on the system
    • Liaise with different personnel, as is required, to prevent delays and on-time delivery
      TENANT & RELATIONSHIP MANAGEMENT
    • Ensure the efficient and effective tenant administration and management of related processes
    • Oversee tenant management procedures to ensure maximization of revenue streams
    • Ensure vacancies negated in line with budgets and projections
    • Oversee tenant relationships through tracking customer service levels
    • Ensure lease agreement processes are managed in line with company procedures
    • Oversee the marketing of available units to optimize rental income
    • Resolve all the escalated internal and external tenant enquiries in line with company procedures
    • Oversee that house rules are enforced with transgressions attended to and recorded
    • Oversee house visits to ensure active engagements with our tenants
    • Oversee that notices to vacate are recorded on the mutation schedule and MDA and that exit inspection appointments are scheduled to take place
    • Oversee the pre-exit and final inspection process
      COMPLEX WELLNESS MANAGEMENT
    • Perform regular checks on the “wellness” of the complexes in the PE Region
      REPORT WRITING
    • Review monthly business unit results and ensure regular and accurate reporting
    • Report weekly on vacancies, mandates and site visits submitted to the Reg. Manager
    • Revenue variance report compiled on a monthly basis
    • Collate feedback from staff and formulate a monthly progress report, including statistics over a period of times

    STAFF MANAGEMENT

    • Monitor and review Tenant Liaison Officers outputs in terms of marketing, processing of applications and successfully dealing with queries in agreed turnaround times
    • Monitor and review Building caretakers performance by reviewing house visits sheets and inspecting the overall wellness of our complexes
    • Co-ordinate the effective split of sub portfolios between Tenant Liaison Officers and ensure that resources available are utilized effectively
    • Perform all duties, within your vocational abilities, as requested
    • Ensure effective communication with internal department
      COMMUNITY DEVELOPMENT
    • Manage Corporate Social Investment activities in line with OHHA’s mainstreaming plans
    • Engage with current volunteers involved in the CSI programs and attract new volunteer

    2. Financial

    • Ensure effective cost saving and waste elimination
    • Set Annual Budgets and Quarterly Forecasts
    • Meet output requirements, while containing expenditure
    • Ensure control and approval of expenses in accordance with the company approvals framework

    3. Human Resources

    • Familiarise yourself with and, at all times, act in accordance with the company’s policies and procedures
    • Promote diversity, equal opportunity and fair treatment in the workplace
    • Ensure consistent adherence to & application of the company’s disciplinary code, grievance procedures and
      relevant legislation
    • Execute company EE plan, procedures and targets
    • Formulate and execute a Workplace Skills Plan in conjunction with the HR Department
    • Manage staff performance through the Company Performance Management program

    4. Quality Compliance

    • Comply with Quality requirements as outlined by the company Procedures and Written Instructions in all tasks and activities
    • Ensure that the required procedures and Quality standards are adhered to
    • Ensure high quality standards of work are adhered to at all times
    • Complete all documentation timeously and accurately

    5. Safety, Health & Environmental

    • Carry out any duty or requirement imposed on the company by housing act
    • Ensure that the requirements of the company act are complied with by every person under your supervision
    • Ensure that reasonably practicable steps are taken to identify, manage or eliminate any hazards or potential hazards to the safety or health of employees
    • Report any unsafe or unhealthy situations to the Managing Director
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    Client Service Consultant

    Johannesburg, Gauteng Santam Insurance

    Posted 16 days ago

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    Job Description

    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.

    What will you do

    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.

    Key Responsibilities
    • 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.
    Qualifications and Experience
    • 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
    Skills
    • Client service oriented
    • Deadline and results-driven
    Build a successful career with us

    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.

    Our commitment to transformation

    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.

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    Client Service Manager

    Cape Town, Western Cape Formula D

    Posted 16 days ago

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    Job Description

    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.

    Specific Responsibilities
    • 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.
    Professional Qualifications / Experience
    • 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.
    Personal Qualifications / Attributes
    • 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.
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    Client Service Manager

    Cape Town, Western Cape Santam Insurance

    Posted 16 days ago

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    Job Description

    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.

    WHAT WILL YOU DO?

    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.

    WHAT WILL MAKE YOU SUCCESSFUL IN THE ROLE?

    • 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.

    QUALIFICATIONS AND EXPERIENCE

    • 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.

    KNOWLEDGE AND SKILLS

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

    PERSONAL ATTRIBUTES

    • 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

    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 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

    Onboarding

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

    Our recruitment process

    Advertise

    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

    Telephonic screening

    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

    Your interview

    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

    Assessment

    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

    Onboarding

    Step 8

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

    Our recruitment process

    Advertise

    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

    Telephonic screening

    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

    Your interview

    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

    Assessment

    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

    Onboarding

    Step 8

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

    TIPS & TRICKS Getting ready for your interview

    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.

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    Client Service Manager

    Sandton, Gauteng JSE Limited

    Posted 16 days ago

    Job Viewed

    Tap Again To Close

    Job Description

    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.

    Introduction

    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
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    Client Service Administrator

    Parow, Western Cape MASA Outsourcing (Pty) Ltd

    Posted 22 days ago

    Job Viewed

    Tap Again To Close

    Job Description

    Client Service Administrator

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

    Duties & Responsibilities
    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.
    Requirements & Competencies
    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.
    Package & Remuneration

    Monthly plus Death And Disability Cover.

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