471 Client Services jobs in South Africa

EXANTE is a pioneering wealth tech company that delivers cutting-edge centralized trading solutions and robust B2B financial infrastructure, driving value through innovative technology. Our proprietary trading platform offers seamless access to diverse financial instruments- including stocks, ETFs, bonds, futures, and options- all within a single, multi-currency account.

We cultivate a culture that transcends the ordinary, where rapid responses to market dynamics and proactive problem-solving are the norm. At EXANTE, the potential to make a meaningful impact is ever-present. Our team members continuously pursue personal and professional growth, empowered to spearhead change across people, processes, and products. True innovation stems from an insatiable desire for improvement, and everyone at EXANTE is committed to fostering this spirit and propelling the company into the future.

As a rapidly expanding global firm with over 600 talented employees from 65 nationalities across 70 locations, we are a frontrunner in the financial sector. Our investment priorities are clear: We prioritize investing in our most valuable asset - our people. Join us in shaping the future of finance.

About the Role

The Client Service Associate acts as the primary point of contact for clients, ensuring an exceptional service experience through prompt and professional support. This role involves handling client inquiries, coordinating with internal teams, and maintaining strong client relationships to support business growth and retention.

Location: Remote

Responsibilities

Manage client inquiries via different channels: email, live chat, and phone calls within set SLAs and KPIs

Provide excellent customer support by identifying customers' needs and solving tasks with an individual approach

Liaise with internal teams to find solutions to more complex inquiries

Navigate inquiries to the relevant departments when necessary

Maintain a sound knowledge of our product and industry

Maintain a positive image of our company

Contribute towards various side projects and tasks such as FAQ upkeep and internal documentation

Regularly communicate feedback and suggestions with your line manager

Qualifications

Financial markets and industry knowledge

Previous experience in a brokerage/investment company

Fluency in written and spoken English at a professional level

Strong client-focus service skills

Understanding of basic technical principles

Excellent communication skills, both written and verbal

Strong organizational skills and attention to detail

Comfortable working in a fast-paced environment

Ability to multitask effectively

Comfortable with working shifts

Previous experience with tools like Intercom, Atlassian.

We Offer*

Competitive salary & performance-based bonus programs

Corporate benefits (choose your preferred options)

Truly inspiring culture, pleasant and informal work environment

Ongoing education & training programs

Opportunity to network and connect in the Corporate Events

Global career opportunities

*Benefits/perks listed above may vary depending on the nature of your employment with the company and the country where you work.

A group of disruptive technology experts created EXANTE. With an impressive track record in the industry and knowledge of the markets, our systems are built to democratize access to global financial instruments for professional traders and institutional investors.

REQ: 136022

Location: Cape Town V & A Waterfront

Closing Date: 20 May 2025

Sales and Service

Client Services

Manage Self: Technical (MST)

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

We are looking for a dynamic and well-spoken Client Service Consultant to join the team in Cape Town. The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences.

• Provide client services to investors via various communication channels.
• Providing technical support in terms of Collective Investment Schemes and retirement products.
• Adhere to the daily schedule to ensure that targets are met by following the work plan.
• Follow Nedbank processes and values such as honesty; integrity; accountability; respect and pushing beyond boundaries when answering calls and when dealing with internal and external relations.
• Escalate all unresolved queries to management by logging the case on the system.
• Answer 90% of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate lead targets required on a month to month basis by offering products to the clients.
• Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
• Keep up to date with risk standards by reading; understanding and completing the updated manuals every time they are sent out and agreeing to the terms.
• Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.
• Understand the nature of the client's query by reiterating the key points raised by the client.
• Give continuous feedback to management and the back office and ensure that stakeholders are also updated through communication of information required by the different stakeholders.

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

• Experience as a Client Services Consultant within the Asset Management industry.
• Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business
• A sound technical understanding of Collective Investment Schemes and Retirement product

• Customer service principles
• Product Knowledge
• Relationship management
• Nedbank security policies and procedures
• Governance, Risk and Controls
• Forex product
• Building Customer Loyalty
• Earning Trust
• Managing Work
• Stress Tolerance

Preference will be given to candidates from the underrepresented groups

Please contact the Nedbank Recruiting Team at +27 860 555 566

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Please contact the Nedbank Recruiting Team at +27 860 555 566

If you can't find the job you're looking for, activate job alerts to be one of the first to know when new positions open up.

Nedbank Ltd Reg No 1951/0009/06.
Authorised financial services and registered credit provider (NCRCP16).

For assistance please contact the Nedbank Recruiting Team at +27 860 555 566

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.

• 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

• 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

• Grade 12
• Previous experience in a client services environment will be an advantage
• Knowledge of customer service principles & practices
• MS office literate

Reference: CPT003841-H-3

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

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.

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.

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.

• Grade 12
• 2-3 years’ experience as an administrator in the financial services industry

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

About the Role : Grade Level (for internal use): 07 Data Analyst Operations

The Team : The team comprises 10 bilingual researchers from diverse backgrounds who are highly enthusiastic, motivated, and perform at an exceptional level. Their commitment to excellence consistently exceeds standard requirements. The team's chemistry is unparalleled, with each member collaborating seamlessly to overcome challenges and achieve department goals. This high-performing group is dedicated to working together and maintaining a strong, supportive dynamic that drives success.

Responsibilities and Impact : Be a key member of the S&P Global Data Operations team, ensuring the most accurate and up-to-date information is available to clients. Spend 70% of your time on the phone sourcing or validating information. Conduct web research, analyze information, and capture data into our internal applications.

Basic Required Qualifications :

• Excellent verbal and written command of English and French.
• Ability to ask probing questions and remain resilient during calls.
• Strong attention to detail and ability to adhere to research and style guidelines.
• Good online research skills and ability to analyze and find new information sources; experience with data entry is advantageous.

Additional Preferred Qualifications :

• Knowledge of buy-side or capital markets (a plus).
• Experience with Microsoft Office, especially Excel (intermediate skills advantageous).
• Basic knowledge of Agile methodologies and experience with Jira.
• Minimum 10 Mbps fiber internet connection for remote work.
• Beneficial knowledge in Power BI and SQL.

What's In It For You?

Our Purpose : Progress requires a catalyst—information, imagination, people, technology—combined to unlock possibilities and change the world. As the world becomes more complex, we push past expected observations to new levels of understanding, helping organizations and individuals make an impact on the future. At S&P Global, we transform data into Essential Intelligence, pinpointing risks and opening possibilities. We accelerate progress.

Our People : With over 35,000 employees worldwide, we understand nuances and have a broad perspective. Driven by curiosity and a shared belief in the power of Essential Intelligence, we aim to build a more prosperous future—finding new ways to measure sustainability, analyze energy transitions, and develop workflow solutions that enable insight application. We are committed to a more equitable future and helping our customers find sustainable ways of doing business. Join us to create critical insights that make a difference.

Our Values : Integrity, Discovery, Partnership. We focus on Powering Global Markets, relying on trust, discovery, and collaboration to achieve shared goals.

Benefits : We care about our people and provide resources for your growth and well-being, including health & wellness programs, flexible time off, continuous learning opportunities, financial planning, family perks, and other incentives. For detailed benefits by country, visit our careers page.

Hiring & Opportunity : We promote an inclusive workplace, emphasizing fairness, transparency, and equal opportunity. We value diverse perspectives and foster a respectful, collaborative culture that drives innovation and supports top talent. We are an equal opportunity employer. Only electronic submissions are accepted. For accommodations due to disability, contact us via email. US Candidates Only : The EEO is the Law Poster describes protections under federal law.

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.

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.

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.

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.

Level Up Johannesburg, Gauteng, South Africa

Join to apply for the Client Services Manager role at Level Up

Level Up Johannesburg, Gauteng, South Africa

1 day ago Be among the first 25 applicants

Join to apply for the Client Services Manager role at Level Up

The Client Services Manager will join a dedicated team based at the clients offices to implement an LLP solution with control tower capabilities. This role drives efficient tactical planning of road logistics aligned with rail availability and capacity, targeting cost reductions and operational efficiencies. The manager will identify savings opportunities, execute initiatives, and track financial outcomes, including baseline, savings, and gainshare realization.

Key Performance Areas

Commercial

• Identify and implement cost-saving initiatives to reduce the clients cost baseline.
• Track financial performance, including baseline, savings, and gainshare metrics.
• Ensure account profitability, conducting root cause analysis for variances.
• Prepare budgets, quarterly forecasts, and monthly revenue projections.
• Control costs in alignment with client operational needs.
• Review client invoicing and manage debtor collections monthly.
• Oversee account administration, including report creation, updates, and communication.
• Drive gainshare agreements with stakeholders.
  
  

• Understand the clients business to identify value-adding opportunities across the supply chain.
• Develop tailored strategies with the client to meet specific needs.
• Build and maintain strong relationships with key client decision-makers and internal stakeholders through regular engagement.
• Foster trust and cooperation at all levels within the clients organization.
• Advocate for the clients needs within the company.
  
  

• Collaborate on staffing the business unit and retaining key talent.
• Manage individual performance and foster a culture of continuous improvement.
• Build a motivated, professional team culture aligned with service-level agreements (SLAs).
• Maintain strong relationships with clients and employees to exceed expectations.
  
  

• Deliver exceptional business results through a balanced scorecard, focusing on profitability, people development, client relationships, supplier management, and internal processes.
  
  

• Create, update, and communicate accurate, timely reports with operational and financial analysis, highlighting risks and opportunities.
• Ensure high-quality subordinate reports and detailed operational performance reports by functional area, including continuous improvement updates.
• Prepare and present reports at Steering Committee (Steerco) level.
  
  

• Document and manage systems and controls to meet operational requirements.
• Oversee business processes to ensure accurate system use and effective fleet management (dedicated and ad hoc) to meet client standards.
• Build relationships with the technology support team.
  
  

• Ensure timely and accurate personnel administration.
• Review processes for regulatory compliance and risk management.
• Ensure operations comply with environmental and occupational health and safety standards.
  
  

• Identify and agree on supply chain optimization projects with targeted savings schedules.
• Implement projects and provide weekly savings reports.
• Foster a continuous improvement culture among teams and managers.
• Secure client approval for baselines to facilitate savings recognition.
  
  

• Conduct ad hoc analysis, respond to queries, and provide business support.
• Projects:
• Identify improvement opportunities.
• Manage projects to completion.
  
  

• Collaborate with operations, contact center personnel, clients, and third-party logistics providers (3PLs).
  
  

• Data analysis
• Simulation modeling
• What-if transport modeling
• Business case development
• Project planning and execution
• Process change implementation
• Process mapping
• Presentation development
  
  

• Permanent role.
• Willingness to work extended hours.
• Travel to Vanderbijlpark at least twice per week.
  
  

• B Eng Industrial or B Com Logistics.
  
  

• 5 - 7 years of experience in supply chain, logistics, or a related commercial field (logistics company experience preferred).
• Industrial experience.
• Advanced proficiency in MS PowerPoint, Word, and Excel.
• Project management experience.
• SQL experience (preferred).
• Transport routing and scheduling experience (preferred).
• Strong analytical skills (advanced Excel).
• Ability to thrive in a high-pressure environment and manage multiple initiatives.
• Effective time management and prioritization skills.
• Problem-solving and teamwork abilities.
• Proactive and self-motivated with logical and creative thinking.
• Strong written and verbal communication, including technical writing.
• Leadership skills to coordinate small projects and obtain necessary information.
• High attention to detail and commitment to quality and accuracy.
• Enthusiastic leader who inspires others to achieve results.
• Takes accountability for team performance.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Business Development and Sales
• Industries Marketing Services

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