45 Client Services jobs in South Africa

Client Services Director

Johannesburg, Gauteng Wunderman Thompson

Posted 1 day ago

Job Viewed

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Job Description

Who We Are:

At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part creative agency, part consultancy, and part technology powerhouse.

Our global family now encompasses over 30,000 employees across 150+ offices in 64 markets, each contributing to a culture that values connection, belonging, and the power of differences.Our expertise spans the entire customer journey, offering deep insights in communications, commerce, consultancy, CRM, CX, data, production, and technology. We deliver end-to-end solutions that result in revolutionary work.

The Client Services Director is a pivotal leadership role within VML's Client Services Team. This individual will be responsible for leading and developing a team of client service professionals, managing key client relationships, driving strategic account growth, and ensuring the delivery of exceptional service. A strong understanding of revenue and billings is crucial, as is the ability to identify and capitalise on opportunities to upsell and expand VML's services within existing accounts. The ideal candidate will possess a deep understanding of the marketing landscape in various sectors.

What You'll do:

Account Management:

  • Serve as the primary point of contact and trusted advisor for a portfolio of key clients, building and nurturing strong, long-lasting relationships.
  • Proactively identify opportunities to expand existing business and deliver strategic solutions that exceed client expectations.
  • Ensure seamless communication flow with clients, keeping them informed and engaged throughout the project lifecycle.
  • Manage client expectations, address concerns, and proactively resolve issues.

Team Leadership & Development:

  • Lead, mentor, and inspire a team of client service professionals, fostering a collaborative and high-performing work environment rooted in VML's values.
  • Provide clear direction, delegate effectively, and empower team members to take ownership and excel in their roles.
  • Conduct regular performance reviews, identify training needs, and support the professional development of your team.
  • Foster a culture of continuous improvement and knowledge sharing within the team.

Strategic Planning & Account Growth:

  • Develop and execute strategic account plans that align with client objectives and drive measurable results.
  • Identify and secure new business opportunities within existing accounts, actively contributing to revenue growth.
  • Monitor account performance, track key metrics, and identify areas for improvement.
  • Develop and present compelling proposals and presentations to clients.
  • Understand and manage revenue and billings for assigned accounts, ensuring profitability and efficient resource allocation.
What You'll Need:
  • Bachelor's degree in Marketing, Communications, Business Administration, or a related field.
  • 2-3 years of experience as a Client Services Director within an agency setting.
  • Minimum 12 years of proven experience in a client-facing role within a digital marketing or advertising agency encompassing strategy, advertising, research, or marketing.
  • A strong track record of successfully managing and growing client accounts.
  • Exceptional communication, presentation, and interpersonal skills, with the ability to build rapport and influence at all levels.
  • Strategic thinker with a deep understanding of the digital marketing landscape and its evolving trends.
  • Strong leadership qualities, with the ability to motivate and inspire a team.
  • Excellent project management skills and a keen eye for detail.
  • Experience in developing and delivering successful new business pitches.
  • A passion for delivering exceptional client service and exceeding expectations.
  • Strong understanding of revenue and billing management

Why VML?

We offer a dynamic and collaborative environment where you can:

  • Make a Real Impact: Shape the future of iconic brands.
  • Grow Your Career: Unlock your full potential through ongoing learning and development.
  • Be Part of Something Bigger: Join a global community of innovators and changemakers.

We believe the best work happens when we're together, fostering creativity, collaboration, and connection. That's why we’ve adopted a hybrid approach, with teams in the office an average of four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process.

WPP (VML) is an equal opportunity employer and considers applicants for all positions without discrimination or regard to characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers.

VML is a WPP Agency. For more information, please visit our website , and follow VML on our social channels via Instagram , LinkedIn ,and X .

When you click "Submit Application", this will send any information you add below to VML. Before you do this, we think it's a good idea to read through ourRecruitment Privacy Policy . California residents should read ourCalifornia Recruitment Privacy Notice . This explains what we do with your personal data when you apply for a role with us, and, how you can update the information you have provided us with or how to remove it.

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Client Services Director

Gauteng, Gauteng VML

Posted 3 days ago

Job Viewed

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Job Description

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Who We Are

At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part creative agency, part consultancy, and part technology powerhouse.

Who We Are

At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part creative agency, part consultancy, and part technology powerhouse.

Our global family now encompasses over 30,000 employees across 150+ offices in 64 markets, each contributing to a culture that values connection, belonging, and the power of differences. Our expertise spans the entire customer journey, offering deep insights in communications, commerce, consultancy, CRM, CX, data, production, and technology. We deliver end-to-end solutions that result in revolutionary work.

The Client Services Director is a pivotal leadership role within VML's Client Services Team. This individual will be responsible for leading and developing a team of client service professionals, managing key client relationships, driving strategic account growth, and ensuring the delivery of exceptional service. A strong understanding of revenue and billings is crucial, as is the ability to identify and capitalise on opportunities to upsell and expand VML's services within existing accounts. The ideal candidate will possess a deep understanding of the marketing landscape in various sectors.

What You'll Do

Account Management:

  • Serve as the primary point of contact and trusted advisor for a portfolio of key clients, building and nurturing strong, long-lasting relationships.
  • Proactively identify opportunities to expand existing business and deliver strategic solutions that exceed client expectations.
  • Ensure seamless communication flow with clients, keeping them informed and engaged throughout the project lifecycle.
  • Manage client expectations, address concerns, and proactively resolve issues.

Team Leadership & Development

  • Lead, mentor, and inspire a team of client service professionals, fostering a collaborative and high-performing work environment rooted in VML's values.
  • Provide clear direction, delegate effectively, and empower team members to take ownership and excel in their roles.
  • Conduct regular performance reviews, identify training needs, and support the professional development of your team.
  • Foster a culture of continuous improvement and knowledge sharing within the team.

Strategic Planning & Account Growth

  • Develop and execute strategic account plans that align with client objectives and drive measurable results.
  • Identify and secure new business opportunities within existing accounts, actively contributing to revenue growth.
  • Monitor account performance, track key metrics, and identify areas for improvement.
  • Develop and present compelling proposals and presentations to clients.
  • Understand and manage revenue and billings for assigned accounts, ensuring profitability and efficient resource allocation.

What You'll Need

  • Bachelor's degree in Marketing, Communications, Business Administration, or a related field.
  • 2-3 years of experience as a Client Services Director within an agency setting.
  • Minimum 12 years of proven experience in a client-facing role within a digital marketing or advertising agency encompassing strategy, advertising, research, or marketing.
  • A strong track record of successfully managing and growing client accounts.
  • Exceptional communication, presentation, and interpersonal skills, with the ability to build rapport and influence at all levels.
  • Strategic thinker with a deep understanding of the digital marketing landscape and its evolving trends.
  • Strong leadership qualities, with the ability to motivate and inspire a team.
  • Excellent project management skills and a keen eye for detail.
  • Experience in developing and delivering successful new business pitches.
  • A passion for delivering exceptional client service and exceeding expectations.
  • Strong understanding of revenue and billing management

Why VML?

We offer a dynamic and collaborative environment where you can:

  • Make a Real Impact: Shape the future of iconic brands.
  • Grow Your Career: Unlock your full potential through ongoing learning and development.
  • Be Part of Something Bigger: Join a global community of innovators and changemakers.

We believe the best work happens when we're together, fostering creativity, collaboration, and connection. That's why we’ve adopted a hybrid approach, with teams in the office an average of four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process.

WPP (VML) is an equal opportunity employer and considers applicants for all positions without discrimination or regard to characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers.

VML is a WPP Agency. For more information, please visit our website, and follow VML on our social channels via Instagram,LinkedIn, andX.

When you click "Submit Application", this will send any information you add below to VML. Before you do this, we think it's a good idea to read through our Recruitment Privacy Policy. California residents should read our California Recruitment Privacy Notice. This explains what we do with your personal data when you apply for a role with us, and, how you can update the information you have provided us with or how to remove it.

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Industries Software Development

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Client Services Director

Johannesburg, Gauteng VML

Posted 18 days ago

Job Viewed

Tap Again To Close

Job Description

Who We Are:

At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part creative agency, part consultancy, and part technology powerhouse.

Our global family now encompasses over 30,000 employees across 150+ offices in 64 markets, each contributing to a culture that values connection, belonging, and the power of differences. Our expertise spans the entire customer journey, offering deep insights in communications, commerce, consultancy, CRM, CX, data, production, and technology. We deliver end-to-end solutions that result in revolutionary work.

The Client Services Director is a pivotal leadership role within VML's Client Services Team. This individual will be responsible for leading and developing a team of client service professionals, managing key client relationships, driving strategic account growth, and ensuring the delivery of exceptional service. A strong understanding of revenue and billings is crucial, as is the ability to identify and capitalise on opportunities to upsell and expand VML's services within existing accounts. The ideal candidate will possess a deep understanding of the marketing landscape in various sectors.

What You'll do:

Account Management:

  • Serve as the primary point of contact and trusted advisor for a portfolio of key clients, building and nurturing strong, long-lasting relationships.
  • Proactively identify opportunities to expand existing business and deliver strategic solutions that exceed client expectations.
  • Ensure seamless communication flow with clients, keeping them informed and engaged throughout the project lifecycle.
  • Manage client expectations, address concerns, and proactively resolve issues.
Team Leadership & Development:

  • Lead, mentor, and inspire a team of client service professionals, fostering a collaborative and high-performing work environment rooted in VML's values.
  • Provide clear direction, delegate effectively, and empower team members to take ownership and excel in their roles.
  • Conduct regular performance reviews, identify training needs, and support the professional development of your team.
  • Foster a culture of continuous improvement and knowledge sharing within the team.
Strategic Planning & Account Growth:

  • Develop and execute strategic account plans that align with client objectives and drive measurable results.
  • Identify and secure new business opportunities within existing accounts, actively contributing to revenue growth.
  • Monitor account performance, track key metrics, and identify areas for improvement.
  • Develop and present compelling proposals and presentations to clients.
  • Understand and manage revenue and billings for assigned accounts, ensuring profitability and efficient resource allocation.

What You'll Need:

  • Bachelor's degree in Marketing, Communications, Business Administration, or a related field.
  • 2-3 years of experience as a Client Services Director within an agency setting.
  • Minimum 12 years of proven experience in a client-facing role within a digital marketing or advertising agency encompassing strategy, advertising, research, or marketing.
  • A strong track record of successfully managing and growing client accounts.
  • Exceptional communication, presentation, and interpersonal skills, with the ability to build rapport and influence at all levels.
  • Strategic thinker with a deep understanding of the digital marketing landscape and its evolving trends.
  • Strong leadership qualities, with the ability to motivate and inspire a team.
  • Excellent project management skills and a keen eye for detail.
  • Experience in developing and delivering successful new business pitches.
  • A passion for delivering exceptional client service and exceeding expectations.
  • Strong understanding of revenue and billing management
Why VML?

We offer a dynamic and collaborative environment where you can:

  • Make a Real Impact: Shape the future of iconic brands.
  • Grow Your Career: Unlock your full potential through ongoing learning and development.
  • Be Part of Something Bigger: Join a global community of innovators and changemakers.
We believe the best work happens when we're together, fostering creativity, collaboration, and connection. That's why we've adopted a hybrid approach, with teams in the office an average of four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process.

WPP (VML) is an equal opportunity employer and considers applicants for all positions without discrimination or regard to characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers.

VML is a WPP Agency. For more information, please visit our website, and follow VML on our social channels via Instagram, LinkedIn, and X.

When you click "Submit Application", this will send any information you add below to VML. Before you do this, we think it's a good idea to read through our Recruitment Privacy Policy. California residents should read our California Recruitment Privacy Notice. This explains what we do with your personal data when you apply for a role with us, and, how you can update the information you have provided us with or how to remove it. #J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Client Services Director

Johannesburg, Gauteng VML South Africa

Posted 18 days ago

Job Viewed

Tap Again To Close

Job Description

Department: Client & Business Leadership Location: Johannesburg , South Africa Last Updated: 7/22/2025 Requisition ID: 11177 Who We Are:

At VML, we are a beacon of innovation and growth in an ever-evolving world. Our heritage is built upon a century of combined expertise, where creativity meets technology, and diverse perspectives ignite inspiration. With the merger of VMLY&R and Wunderman Thompson, we have forged a new path as a growth partner that is part creative agency, part consultancy, and part technology powerhouse.

Our global family now encompasses over 30,000 employees across 150+ offices in 64 markets, each contributing to a culture that values connection, belonging, and the power of differences.Our expertise spans the entire customer journey, offering deep insights in communications, commerce, consultancy, CRM, CX, data, production, and technology. We deliver end-to-end solutions that result in revolutionary work.

The Client Services Director is a pivotal leadership role within VML's Client Services Team. This individual will be responsible for leading and developing a team of client service professionals, managing key client relationships, driving strategic account growth, and ensuring the delivery of exceptional service. A strong understanding of revenue and billings is crucial, as is the ability to identify and capitalise on opportunities to upsell and expand VML's services within existing accounts. The ideal candidate will possess a deep understanding of the marketing landscape in various sectors.

What You'll do:

Account Management:

  • Serve as the primary point of contact and trusted advisor for a portfolio of key clients, building and nurturing strong, long-lasting relationships.
  • Proactively identify opportunities to expand existing business and deliver strategic solutions that exceed client expectations.
  • Ensure seamless communication flow with clients, keeping them informed and engaged throughout the project lifecycle.
  • Manage client expectations, address concerns, and proactively resolve issues.
  • Lead, mentor, and inspire a team of client service professionals, fostering a collaborative and high-performing work environment rooted in VML's values.
  • Provide clear direction, delegate effectively, and empower team members to take ownership and excel in their roles.
  • Conduct regular performance reviews, identify training needs, and support the professional development of your team.
  • Foster a culture of continuous improvement and knowledge sharing within the team.

Strategic Planning & Account Growth:

  • Develop and execute strategic account plans that align with client objectives and drive measurable results.
  • Identify and secure new business opportunities within existing accounts, actively contributing to revenue growth.
  • Monitor account performance, track key metrics, and identify areas for improvement.
  • Develop and present compelling proposals and presentations to clients.
  • Understand and manage revenue and billings for assigned accounts, ensuring profitability and efficient resource allocation.
What You'll Need:
  • Bachelor's degree in Marketing, Communications, Business Administration, or a related field.
  • 2-3 years of experience as a Client Services Director within an agency setting.
  • Minimum 12 years of proven experience in a client-facing role within a digital marketing or advertising agency encompassing strategy, advertising, research, or marketing.
  • A strong track record of successfully managing and growing client accounts.
  • Exceptional communication, presentation, and interpersonal skills, with the ability to build rapport and influence at all levels.
  • Strategic thinker with a deep understanding of the digital marketing landscape and its evolving trends.
  • Strong leadership qualities, with the ability to motivate and inspire a team.
  • Excellent project management skills and a keen eye for detail.
  • Experience in developing and delivering successful new business pitches.
  • A passion for delivering exceptional client service and exceeding expectations.
  • Strong understanding of revenue and billing management

Why VML?

We offer a dynamic and collaborative environment where you can:

  • Make a Real Impact: Shape the future of iconic brands.
  • Grow Your Career: Unlock your full potential through ongoing learning and development.
  • Be Part of Something Bigger: Join a global community of innovators and changemakers.

We believe the best work happens when we're together, fostering creativity, collaboration, and connection. That's why we’ve adopted a hybrid approach, with teams in the office an average of four days a week. If you require accommodations or flexibility, please discuss this with the hiring team during the interview process.

WPP (VML) is an equal opportunity employer and considers applicants for all positions without discrimination or regard to characteristics. We are committed to fostering a culture of respect in which everyone feels they belong and has the same opportunities to progress in their careers.

When you click "Submit Application", this will send any information you add below to VML. Before you do this, we think it's a good idea to read through ourRecruitment Privacy Policy . California residents should read ourCalifornia Recruitment Privacy Notice . This explains what we do with your personal data when you apply for a role with us, and, how you can update the information you have provided us with or how to remove it.

When you click "Submit Application", this will send any information you add below to VML. Before you do this, we think it's a good idea to read through our Recruitment Privacy Policy . California residents should read our California Recruitment Privacy Notice . This explains what we do with your personal data when you apply for a role with us, and, how you can update the information you have provided us with or how to remove it.

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Client Services Clerk

Durban, KwaZulu Natal JDJ Diagnostics

Posted 1 day ago

Job Viewed

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Job Description

Position Summary:

JDJ Diagnostics seeking a client services / switchboard operator to join our team. The ideal candidate will be responsible for providing exceptional support to clients, ensuring smooth communication between the laboratory, healthcare providers, and assisting with various administrative tasks. This role requires a blend of excellent communication skills, organizational abilities, and knowledge of laboratory operations.

Key Responsibilities:

Client Interaction: Serve as the primary point of contact for clients, including hospitals, clinics, and physicians, addressing inquiries, concerns, and requests.

Order Processing: Assist clients in placing laboratory test orders, ensuring all necessary information is accurately entered into the system.

Tracking of Lab Turn around Time: Responsible for samples being tracked into lab via couriers, sisters, Pre analytical to follow up on results and ensure TAT is adhered to.

Client Education: Educate clients on available testing services, processes, and turnaround times to ensure they are well-informed.

Query Resolution: Address and resolve any client issues or concerns, coordinating with appropriate lab personnel to ensure timely resolution.

Database Management: Maintain and update client records in the laboratory information management system, ensuring accuracy and confidentiality of information.

Scheduling: Schedule appointments for specimen collection, ensuring clients are informed of the process and timelines.

Collaboration: Work closely with laboratory technicians, pathologists, and other staff to ensure efficient workflow and exceptional client service.

Qualifications:

Education: Completed Matric

Experience: Previous experience in customer service, healthcare, or a laboratory setting would be beneficial.

Skills:

Strong verbal and written communication skills.

Proficient in Microsoft Office Suite and laboratory information management systems (LIMS).

Ability to manage multiple tasks in a fast-paced environment.

Detail-oriented with strong organizational and problem-solving skills.

Ability to handle confidential information with discretion.

Personal Attributes: Friendly, professional demeaner, with a strong focus on customer service and patient satisfaction.

Required to work evening / morning or weekend shifts based on client needs.

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Client Services Manager

Sandton, Gauteng Believe Resourcing

Posted 3 days ago

Job Viewed

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Job Description

A global leader in the BPO sector offering world-class CX and Service Centres at all their locations. They service industries such as eCommerce, Retail, Food Delivery, and Technology.

About The Role :

You will be responsible for planning, overseeing, and leading projects from ideation through to completion. Oversee all aspects of projects, set deadlines, assign duties, monitor, and report on the progress of the project. Prepare reports for upper management regarding the project status. Manage multiple client accounts to ensure client satisfaction, retention, and revenue growth.

Work closely with the operations team to ensure KPIs are met by providing solutions and collaborating effectively. Lead client relationships through escalations, invoicing, control policies, rate adjustments, WBRs, MBRs, QBRs, and provide feedback via action lists. Demonstrate a solutions-oriented approach with proven client management skills. Think creatively to solve problems, paying close attention to detail and maintaining speedy communication.

Responsibilities :
  • Lead project planning sessions for onboarding new clients.
  • Coordinate staff and internal resources.
  • Manage project progress and adapt work as required.
  • Oversee all project documentation.
  • Conduct project reviews and create detailed reports for executive staff.
  • Optimize and improve processes and overall approach as needed.
  • Manage high-pressure situations effectively.
  • Handle multiple project elements simultaneously.
  • Serve as a solutions architect for clients.
  • Think creatively and laterally to solve problems.
  • Develop and manage senior-level relationships efficiently.

Collaborate with the Operations Team to assist in decision-making and problem-solving. Track KPIs and generate reports.

Experience and Qualifications :
  • Project Management Diploma or Degree (advantageous).
  • Exceptional organizational skills and structure.
  • 2-3+ years of onboarding, project planning, transitions, and client management experience.
  • Experience working within a BPO and with international clients.
  • Proven ability to manage multiple projects simultaneously.
  • In-depth knowledge of international BPOs and operational processes.
  • Strong leadership skills and high emotional intelligence.
  • Outstanding written and verbal communication skills.
  • Comfortable working in a fast-paced, hyper-growth environment.
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Client Services Administrator

Bellville, Western Cape Helderberg Personnel

Posted 4 days ago

Job Viewed

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Job Description

Client Services Administrator

Reference: SW004726-AM-1
A rapidly growing and dynamic company in Bellville requires the services of a Client Services Administrator who will provide client support services in an accurate and timely fashion to their external and internal clients and to maintain a high level of professionalism and competence in every client interaction.

Duties & Responsibilities
  • Providing a high standard of client service
  • Resolving customer queries and requests from incoming calls and email correspondence
  • Sending accounts to clients on request
  • General administrative and ad-hoc tasks
  • Excellent knowledge of Excel and report writing ability essential
Requirements and Competencies
  • Excellent problem-solving skills and able to perform under pressure
  • Excellent client service
  • Excellent business writing skills and telephone manner
  • Fully Bilingual (Afr and Eng)
  • Deadline and goal oriented
  • Passion for service delivery
Qualifications
  • Grade 12
  • Previous experience in a client services environment will be an advantage
  • Knowledge of customer service principles & practices
  • MS office literate
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Client Services Administrator

Cape Town, Western Cape Persona Staff cc

Posted 4 days ago

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Job Description

Client Services Administrator

Reference: CPT003841-H-3

Our client in the Northern Suburbs is looking for a Client Services Administrator to join their team.

Duties & Responsibilities

Responsibilities:

  • Resolving customer queries and requests from incoming calls and email correspondence.
  • Email and fax the accounts to the clients.
  • General ad-hoc tasks.

Requirements:

  • At least 2 years relevant experience.
  • Fully bilingual (Afrikaans and English).
  • Excellent client service skills.
  • Driver’s License.
  • Deadline driven.
  • Good verbal and written skills.
  • Computer literate.
  • The ability to work under pressure.

To apply, please send your CV to

Please note that only shortlisted candidates will be contacted. Should you not receive feedback within 48 hours, please accept your application as unsuccessful.

Persona Staff CC is POPIA (Protection of Personal Information Act, 2013) compliant, all personal information is protected according to legislation. Applying for any of our available vacancies, you give Persona Staff consent to process your Personal Information for Recruitment Purposes, according to the POPI ACT, 2013. If you have any concerns regarding your Personal Information and our compliance towards the legislation, you are welcome to request our POPI Act Policy.

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Client Services Administrator

Cape Town, Western Cape Workforce Staffing - Gauteng

Posted 4 days ago

Job Viewed

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Job Description

Client Services Administrator

A company that provides investment and wealth planning services to high-net-worth individuals, families, selected institutions, and charitable trusts is seeking a Client Services Administrator.

Duties & Responsibilities

Client Services

  • Ensure compliance - Client onboarding KYC (Know Your Customer), FAIS, and client screening. This requires a thorough understanding of the latest FICA and FAIS regulations as determined by the FSCA and FIC, completing the onboarding process by screening the client through Docfox.
  • Perform trading, subscription, redemption, and transfer tasks on clients’ accounts with multiple platforms.
  • Perform account loading and payments including the placing of FX trades and completion of BOP forms on the Investec CCM (Corporate Cash Management account) platform.
  • Liaise with Investec FXEXCON team regarding client’s SDA (Single Discretionary Allowance) and FIA (Foreign Investment Allowance) relating to off-share investments.
  • Collect revenue from specific providers on and offshore where advisor fees are not automated.
  • Stay up to date on product and industry knowledge by attending different training initiatives and communicate any training requirements to Manager.

Administration

  • Provide clients and Wealth Managers with tax and reporting statements as and when requested.
  • Load all tasks on the WebView task manager and update Wealth Managers on the progress of tasks.
  • Keep CRM database up to date with client information.
  • Liaise with multiple service providers with instructions and platform offering and changes.
  • Participate in projects relating to service providers, client data, and industry regulations.
  • Monitor Client Services’ mailbox and action any actionable items.
Desired Experience & Qualification
  • Grade 12
  • 2-3 years’ experience as an administrator in the financial services industry
Package & Remuneration

Should you not receive a response within 14 days, please consider your application as unsuccessful.

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Client Services Manager

Johannesburg, Gauteng Prep2Perfection

Posted 4 days ago

Job Viewed

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Job Description

Duties & Responsibilities

General Responsibilities:

Digital Communications:

  • Engage with students, tutors, parents, and guardians through digital channels like WhatsApp, emails, and calls.
  • Manage communications effectively to address queries, provide support, and facilitate smooth interactions.

Service Management:

  • Handle service management tasks to support the sales pipeline.
  • Ensure efficient delivery of services to meet customer needs and expectations.

Operations:

  • Execute general operational tasks related to the business activities of the company.
  • Maintain operational efficiency and effectiveness across different functions.

Arrangement and Execution of Tutoring Sessions:

  • Coordinate and arrange 1-on-1 tutoring arrangements for students.
  • Follow specified processes to ensure successful tutor and student engagements.

Client Relationship Management:

  • Build and nurture relationships with clients, focusing on client satisfaction and retention.
  • Address client concerns, gather feedback, and maintain a positive client experience.

General Operations:

  • Handle day-to-day operational tasks to support business activities.
  • Ensure smooth functioning of processes and workflows.

Client Communication and Coordination:

  • Communicate with clients to understand their needs and requirements.
  • Amend requests as necessary, source the best tutor from the base, and coordinate with clients and tutors.
  • Record relevant information and updates in the CRM system or spreadsheet.

Monitoring Progress and Quality:

  • Stay informed about the progress of tutoring sessions.
  • Monitor lesson quality, address any issues or concerns, and ensure a high standard of service delivery.
Desired Experience & Qualification

Educational Background:

  • Possess a 3-year degree in BA or BCom from a reputable university.

Recent Graduates:

  • Ideally suited for recent graduates who have achieved outstanding grades throughout their academic journey, showcasing their commitment to excellence and learning.

Sales or Organizational Experience (As a plus):

  • Experience in sales or roles with a high organizational aspect is highly desirable and considered a plus. This experience demonstrates your ability to manage tasks efficiently and work effectively in dynamic environments.
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