371 Client Support jobs in South Africa
Client Support Officer
Posted 9 days ago
Job Viewed
Job Description
Salary : R204,000 per annum (market-related, subject to experience)
Job Description
We are seeking a dedicated and professional Client Support Officer to deliver exceptional service to clients. The successful candidate will handle client inquiries, resolve issues, and maintain strong relationships to ensure client satisfaction. This role involves managing client communications, processing requests, and collaborating with internal teams to meet client needs.
Key Responsibilities
Respond to client inquiries via phone, email, or in-person, ensuring timely and accurate resolutions.
Process client requests, including orders, complaints, and account updates.
Maintain accurate client records in CRM systems and generate reports as needed.
Build and nurture positive relationships with clients to enhance retention and satisfaction.
Collaborate with internal teams (e.g., sales, technical support) to address client requirements.
Identify opportunities to improve client experience and provide feedback to management.
Ensure compliance with company policies and South African labor and consumer protection regulations.
Educational Qualifications
South African High School Qualification : National Senior Certificate (Matric / Grade 12) with passes in Mathematics and English.
Tertiary Qualification (Advantageous) :
National Certificate Vocational (NCV) Level 4 in Office Administration or Marketing from an accredited TVET College.
OR National Diploma (N4-N6) in Business Management, Customer Service, or Office Administration from a TVET College.
OR Diploma / Degree in Business Administration, Customer Service, Marketing, or a related field from a recognized university.
Experience and Skills
0-2 years of experience in customer service, client support, or a related role (experience in a TVET or client-facing environment is an advantage).
Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM software (e.g., Salesforce, Zoho, or HubSpot is advantageous).
Excellent communication, interpersonal, and problem-solving skills.
Ability to handle high-pressure situations and multitask in a fast-paced environment.
Basic understanding of South African tax laws and compliance (e.g., PAYE, UIF, SDL) is a plus.
Additional Requirements
Ability to undergo vetting processes (citizenship, criminal checks, qualification verification).
Package and Benefits
In compliance with South African labor laws, the remuneration package includes :
Basic Salary : R204,000 per annum, subject to annual review based on performance.
Statutory Benefits :
Contribution to Unemployment Insurance Fund (UIF) as per the Unemployment Insurance Act.
Skills Development Levy (SDL) contributions for ongoing training and development.
Pay-As-You-Earn (PAYE) tax deductions as per South African Revenue Service (SARS) regulations.
Additional Benefits :
Medical aid contribution (50% employer contribution to a registered medical scheme).
Pension / provident fund contribution (7.5% employer contribution, matched by employee).
Annual performance-based bonus (discretionary, typically 1-2 months salary).
21 days of annual leave, plus public holidays as per the Basic Conditions of Employment Act.
Paid sick leave (30 days over a 3-year cycle) and family responsibility leave (5 days per annum).
Professional Development : Access to training programs and learnerships to enhance skills in client service and relationship management.
Application Process
Submit a comprehensive CV with three contactable references.
Include certified copies of qualifications (not older than three months).
Shortlisted candidates will undergo a vetting process, including citizenship, criminal, and qualification checks.
Correspondence will be limited to shortlisted candidates.
Notes
Late applications will not be accepted.
The employer is committed to diversity and equity in employment, in line with South African labor laws.
We are an equal opportunity employer and encourage applications from all qualified candidates.
#J-18808-LjbffrClient Support Service
Posted 13 days ago
Job Viewed
Job Description
We are seeking a candidate who is eager to embrace challenges and tackle them head-on. The ideal individual will be goal-driven, self-motivated, and proactive in their approach to achieving success.
Responsibilities:
• Serve as the primary point of contact for clients, addressing inquiries, concerns, and requests promptly and professionally.
• Cultivate and maintain strong, lasting relationships with clients by understanding their unique needs and requirements.
• Collaborate with internal teams to ensure client satisfaction and the successful delivery of projects.
• Effectively communicate client feedback and requirements.
• Work closely with the sales team to onboard new clients and facilitate a smooth transition process.
• Monitor client accounts and track key performance indicators to ensure client retention and growth.
• Address and resolve any issues or conflicts that arise during client engagements, ensuring positive outcomes.
Requirements:
• At least one year of client liaison experience (preferred).
• Proven experience in a client-facing role, ideally within a similar industry or environment.
• Exceptional interpersonal and communication skills, with the ability to establish rapport and build trust with clients.
• Strong organizational and multitasking abilities, with a keen attention to detail and efficiency.
• Excellent problem-solving skills and the ability to think critically and act decisively in high-pressure situations.
• Proficiency in customer relationship management (CRM) software and the Microsoft Office suite.
• Ability to adapt to and accommodate varying client needs and preferences.
• Knowledge of sales techniques and strategies is an advantage.
Work Hours:
• Monday to Friday: 08:00 - 17:00
Please note that this is a full-time position.
Salary Range:
• R6,000 – R14,000 per month, based on experience and qualifications.
Client Support Specialist Remote
Posted 5 days ago
Job Viewed
Job Description
Family-Friendly Hours & Work from Home
Fast-Growing Digital Marketing Leader
In 2004, Steve Anson and Bill Esteb founded Vortala with a simple vision to help doctors grow their practice using the Internet. Today, our dedicated team of 85 marketing professionals serve thousands of healthcare practices worldwide. Busy doctors trust Vortala to manage their practice website and lead their digital marketing strategy.
Our core values are Trust, Service and Innovation. Our team culture is based on practicing an Outward Mindset which is the simple idea that, “our success is a by-product of helping others succeed.”
As a Client Support Specialist, you’ll partner with our North American clients in supporting their high performing practice websites by assisting with website edits, answering client questions and providing guidance on maximizing clients’ online marketing efforts. To keep pace with the ever-changing digital landscape, you’ll be provided with ongoing training and development opportunities.
Reporting to the Team Leader – Client Support, you’ll work with our allied healthcare brand, Perfect Patients, and Smile Marketing (dentists) building relationships and ensuring customer satisfaction.
Your ResponsibilitiesYour specific role responsibilities include, but are not limited to:
- Answering incoming support calls, email and chat from live clients regarding their website and plan type service
- Troubleshooting technical issues and resolving any customer requests or complaints in a prompt and professional manner
- Advising live clients on new digital marketing methods to maximize site performance
- Coordinating with internal teams to complete client requests
To be invited for an interview, you should possess the following skills and experience:
- An upbeat, positive phone manner that exudes confidence and trust to our clients
- Direct client service experience (via phone and email) and a passion for providing exceptional service
- Superior written and verbal communication skills
- Basic HTML skills
- Basic Photoshop skills
- Basic digital marketing skills (including SEO and social media)
- Excellent organizational and time management skills
Experience in the health profession and working with doctors is desirable but not essential. Although there is some flexibility on the work schedule, you would need to work the majority of your day during normal U.S. business hours 9am-5pm EDT/EST (3pm-11pm SAST).
Interested?Our mantra is, “the company can only grow as fast as its people.” This means we’re committed to your ongoing personal and professional development including weekly individual and team development activities. This is a full-time position with flexible, family-friendly hours. You’ll work from the comfort of your home office and connect with your colleagues worldwide using the most advanced online collaboration tools. Vortala is a fast-growing, equal opportunity employer riding the healthcare and technology wave. Ready for a new challenge with a company that cares deeply about you and your development?
#J-18808-LjbffrClient Support Specialist (CH1001)
Posted 6 days ago
Job Viewed
Job Description
Our client, a leading payments service provider, has an exciting opportunity for a Client Support Specialist to fulfill various administrative and support duties within a fast-paced environment. As a key entry point of networks and billers, the role will provide support across various business development and sales functions. The role requires quick turnaround times and a willingness to assist with various tasks impacting client relationships.
The ideal incumbent has excellent attention to detail and a proactive approach to resolving client problems. In addition, the candidate can multitask well under pressure.
Responsibilities include:
- Onboarding of Billers, ensuring that workflow and system requirements are met (this includes completing documents, performing compliance, know your Client (KYC) checks, and uploading all supporting documentation)
- Identify correct onboarding process for billers and direct accordingly
- Manage various portals and inboxes, ensuring compliance with specifications for applications
- Escalate any issues to the Customer Relationship Manager where applicable
- Updating of biller details on the onboarding and integration workflow system
- Perform compliance checks on billers requesting changes to their current profile
- Forward relevant documents to Accounts department for sign-off
- Assist with preparing Tender files according to company standards for tenders
Essential minimum qualifications, skills, and experience:
- 3-5 years experience in a similar customer support role
- Full understanding of the Microsoft Suite, specifically Excel (including formulas and pivots)
- Experience in the Financial Services industry with a focus on the payments industry is advantageous
General:
- While we would really like to respond to every application, should you not be contacted for this position within 15 days, please consider your application as unsuccessful.
- In keeping with our client’s employment equity requirements, only South African citizens will be considered.
- Please include your current salary and salary expectations.
Service Manager: Client Support
Posted 9 days ago
Job Viewed
Job Description
Join to apply for the Service Manager: Client Support role at Momentum
Join to apply for the Service Manager: Client Support role at Momentum
Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of stockbroking solutions including traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio, full-service stockbroking services and specialist research integrating both a macro and micro market view.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
The purpose of the Service Manager: Client services role is to provide guidance, instruction, direction, and leadership to the group of Client Services Specialists, to achieve key results. The team leader monitors the quantitative and qualitative output of the team, with a deep understanding of risk, compliance, the expectation of our regulators and the application thereof with in the team.
Requirements
QUALIFICATIONS AND EXPERIENCE
Qualifications:
- Business related degree
- 5+ years related experience in the financial services industry
- Understanding and knowledge of the interpretation and application of the various industry bodies, i.e., JSE, FSB, FIC, NRC
- 3-5 years Supervisory Experience
- Sound knowledge of Stockbroking
- Risk and Compliance Experience advantageous
Engagement and management of relationships with service providers and clients
- Build and maintain strong working relationships with existing institutional, internal as well as potential clients.
- Guide your team to follow-up and resolve client enquiries and problems through effective interaction with clients, product specialists, operations areas, and other internal or external staff and clients in a timely and professional manner in order to resolve queries and request for information.
- Engage in systems design and implementation to ensure quality service is delivered.
- Provide training and mentoring by making active daily contributions to help achieve team goals, targets, and successes.
- Ensure that existing projects are optimally and efficiently conducted from the Client Service perspective to support the overall Momentum Securities Client Support team, working together to create a combined centre of excellence.
- Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risks or threats.
- Ensure that the organization’s strategic objectives are communicated and translated on system design.
- Offer support to Portfolio Managers and Stockbrokers alike, across all local and international platforms and associated product offerings.
- Efficiently managed cash inflows and outflows to and from various offshore custodial providers, ensuring accurate and timely transactions.
- Successfully balanced and reconciled data on the fee account with various offshore custodial providers, maintaining financial accuracy.
- Effectively oversaw the inflow and outflow of portfolios to and from various offshore custodial providers, ensuring smooth transitions.
- Ensured timely communication and election of offshore corporate action activities, maintaining compliance and operational efficiency.
- Oversee the management fee run on the offshore platform, ensuring accurate fee calculations and collections.
- Maintained secure and reliable offshore system access, supporting operational integrity and data security.
- Oversight over the full service-offering, providing insight and assistance to clients and team members.
- Deliver meaningful and relevant reporting on operations and client services functions, highlight insights, trends, root causes, how it can be prevented in future, etc., and report on agreed intervals.
- Ensure that continuous capacity reviews take place and raise ‘red flags’ in time for proper capacity planning into the future.
- Working Closely with Settlement officer to ensure that we adhere to the JSE settlement rules
- Supporting daily trade allocations and adjustment where required
- Assisting with the maintenance of data integrity and mapping of accounts on an automatic trade allocation system
- Direct daily activities within the team to meet business efficiency and execution goals
- Proactively lead and shape new initiatives to meet organizational goals.
- Keep abreast of economic trends and developments within MMI’s investment environment
- Identify opportunities to continuously enhance and improve client engagement
- Continuous identification and implementation of best practice process and policies to guide the team and inform service improvements.
- Ensures that there is enough staff in place to meet the fluctuating demands of clients by effectively interpreting call volumes, ad hoc projects, and month end activities
- Assists with client escalations, complaints, and queries.
- Actively improve your and your teams’ performance, and drive personal development, including continuously improving knowledge and skills for personal growth and development.
- Continuously develop own and teams’ expertise in terms of professional, industry, risk, compliance, and legislative knowledge.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional consistent client service.
- Promote the Securities’ GRIT values and inspire the team.
- Proactively and positively manage internal and external expectations through periods of change.
- Promote our Strategic Objectives and Goals: Quality and Experience
- Take high-level responsibility for managing both reputational and financial risk, because of processing instructions as well as interactions, with both internal and external clients.
- Oversee the management and resolution of escalated client complaints/enquiries received through various channels and platforms.
- Drive the complaints management approach - review and track report prepared, recorded, and monitored by yourself on client escalated enquiries, complaints, client feedback processes and error corrections, and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes, and report on agreed intervals.
- Coach, guide and offer advice to the team to ensure that all complaints are acknowledged and responded to within agreed SLAs, and/or escalated when required.
- Guide the team to actively look for opportunities to enhance operational efficiencies to improve service delivery and quality, as well as to decrease cost, and pursue them. Inspire the Service Managers and their teams to proactively contribute ideas for continuous improvement.
- Ensure that you always evaluate the operational processes for quality, effectiveness, and service experience, and propose adjustments as required.
- Develop standard operating procedures in order to implement the optimal processes and procedures (effective, efficient and high-quality output). Ensure that it is kept relevant and up to date.
- Manage financial and other company resources under your control with due respect.
- Ensure that you pro-actively identify, evaluate, report and manage the risks in your area of responsibility by reviewing functions, processes, procedures, systems etc., ensuring that adequate controls are in place to mitigate risk.
- Review the control environment and culture to ensure that current controls are effective and efficient.
- Ensure that you implement and monitor the application of good governance and treat customers fairly (TCF) principles, as well as legislative compliance within the client service teams.
- Taking high-level responsibility for the teams internal and external audit as well as compliance reports – ensuring that the Service Managers provide feedback promptly, and that any system/process/procedure/etc. is amended or improved to prevent repetition of failure or risk in the future.
- Checking things : Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.
- Examining information : Analyses and processes information; asks probing questions; strives to find solutions to problems.
- Following procedures : Conforms and adheres to rules; closely follows instructions and procedures; minimises risks by sticking to processes.
- Managing tasks : Manages tasks by being organised and methodical; plans activities systematically; sets priorities for tasks.
- Taking action : Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy.
- Upholding standards : Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.
- Conveying self confidence : Is self-assured and projects inner confidence; is confident and determines own future; values own contributions.
- Deciding and Initiating Action: Makes prompt, clear decisions, which may involve tough choices or considered risks. Takes responsibility for actions, projects and people. Takes initiative, acts with confidence, and works under own direction. Initiates and generates activity.
- Delivering results and meeting customer expectations: Focuses on customer needs and satisfaction. Sets high standards for quality and quantity. Monitors and maintains quality and productivity. Works in a systematic, methodical, and orderly way. Consistently achieves project goals.
- Persuading and Influencing: Makes a strong personal impression on others. Gains clear agreement and commitment from others by persuading, convincing and negotiating. Promotes ideas on behalf of self or others. Manages conflict. Makes effective use of political processes to influence and persuade others.
- Directing people : Is comfortable leading people; coordinates and directs groups; seeks to control things.
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Other
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#J-18808-LjbffrClient Support Specialist Job Description
Posted 5 days ago
Job Viewed
Job Description
We are looking for a dynamic client support specialist to join our company. In this role, you will be required to attend to all customer queries, comments, and requests via phone or email. You'll also be helping clients set up their products and walking them through its features.
To ensure success as a client support specialist, you should be able to display exceptional client service skills and the ability to support customers with technical difficulties in a timely manner. Ultimately, a top-notch client support specialist should be a solution-driven individual who can explain complex product information in a helpful way.
Client Support Specialist Responsibilities:- Responding to customer queries, complaints, and requests via phone, email, or chat.
- Assisting customers with product setup and resolving any technical issues they might experience.
- Informing customers about specialized product functionalities and features.
- Following up with customers to ensure that reported technical difficulties have been resolved.
- Troubleshooting, analyzing, and reporting product errors, failures, or malfunctions to management.
- Keeping a detailed record of client data, including useful comments, as well as positive or negative feedback.
- Analyzing customer feedback and advising management on areas of improvement.
- Maintaining client accounts and updating billing information as needed.
- A bachelor's degree in information technology, or a similar field.
- A minimum of two years' experience working as a client support specialist, or a similar role.
- Working knowledge of remote service tools and help desk software, such as ISL Online, SysAid, and freshservice.
- Excellent knowledge of customer relationship management best practices.
- Exceptional written and verbal communication skills.
- Solid analytical and problem-solving skills.
- Strong multitasking and organizational skills.
Team Lead, Client Support (EMEA)
Posted 14 days ago
Job Viewed
Job Description
Who We Are Is What We Do. Deel and our family of growing companies are made up of global teams dedicated to helping businesses hire anyone, anywhere, easily.
The team comprises over three thousand self-driven individuals spanning over 100 countries, and our unified yet diverse culture keeps us continually learning and innovating the platform and products for customers.
Companies should be able to hire the best talent anywhere in the world, so we are building the best platform to make that a reality. Our market-leading technology, expertise, and global team are crucial to the platform’s success. We deliver the best products and features in our space, enabling millions of jobs worldwide and connecting the global workforce with the best companies and opportunities.
Why should you be part of our success story?
A 30-mile hiring radius should no longer dictate how companies hire because exceptional talent lives everywhere. Deel sees a world without hiring borders and endless talent that pairs perfect candidates with great companies.
We offer global teams all the tools they need to hire, onboard, manage, pay, and scale at full speed. We aim to foster a diverse global economy by building a generational platform that seamlessly connects companies with talent worldwide.
After our successful Series D in 2021, we raised another $50M in 2023, doubling our valuation to $12B. There’s never been a more exciting time to join Deel — the international payroll and compliance market leader.
Duties
- Lead, coach and manage the Client Support Specialists
- Drive continuous development and performance management of your team
- Be the Voice of the Customer (VoC): use data/feedback from customers, understand their pain points and implement workflow optimisations
- Be a Deel Ambassador and hands-on leader: when needed, act as point of escalation for difficult cases and work directly with customers and other internal stakeholders
- Support our daily operations oversight and ensuring adherence to departments OKRs/SLAs
- Manage scheduling, attendance and other administrative tasks as necessary
Requirements
- You have empathy and love for helping and coaching people
- You have minimum 2-3 years of experience managing customer support teams (Tech or FinTech environment is a plus) with more than 10 members
- Proven experience leading support teams in a high-growth and high-paced environment
- Strong analytical skills: You can turn data insights into projects that positively influence customer satisfaction (CSAT) with our product. You leverage data to improve, build and deprecate processes, making our customer journey seamless and efficient
- A problem solver: You lead by example and foster a ‘can do’ mentality in your team
- Preferably with Remote Work experience: You have managed and succeeded overseeing remote teams
Total Rewards
Our workforce deserves fair and competitive pay that meets them where they are. With scalable benefits, rewards, and perks, our total rewards programs reflect our commitment to inclusivity and access for all.
Some things you’ll enjoy
- Provided computer equipment tailored to your role
- Stock grant opportunities dependent on your role, employment status and location
- Additional perks and benefits based on your employment status and country
- The flexibility of remote work, including WeWork access where available
At Deel, we’re an equal-opportunity employer that values diversity and positively encourage applications from suitably qualified and eligible candidates regardless of race, religion, sex, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, pregnancy or maternity or other applicable legally protected characteristics.
Unless otherwise agreed, we will communicate with job applicants using Deel-specific emails, which include @deel.com and other acquired company emails like @payspace.com and @paygroup.com. You can view the most up-to-date job listings at Deel by visiting our careers page.
#J-18808-LjbffrBe The First To Know
About the latest Client support Jobs in South Africa !
Team Lead, Client Support (EMEA)
Posted today
Job Viewed
Job Description
Who We Are Is What We Do. Deel and our family of growing companies are made up of global teams dedicated to helping businesses hire anyone, anywhere, easily.
The team comprises over three thousand self-driven individuals spanning over 100 countries, and our unified yet diverse culture keeps us continually learning and innovating the platform and products for customers.
Companies should be able to hire the best talent anywhere in the world, so we are building the best platform to make that a reality. Our market-leading technology, expertise, and global team are crucial to the platform’s success. We deliver the best products and features in our space, enabling millions of jobs worldwide and connecting the global workforce with the best companies and opportunities.
Why should you be part of our success story?
A 30-mile hiring radius should no longer dictate how companies hire because exceptional talent lives everywhere. Deel sees a world without hiring borders and endless talent that pairs perfect candidates with great companies.
We offer global teams all the tools they need to hire, onboard, manage, pay, and scale at full speed. We aim to foster a diverse global economy by building a generational platform that seamlessly connects companies with talent worldwide.
After our successful Series D in 2021, we raised another $50M in 2023, doubling our valuation to $12B. There’s never been a more exciting time to join Deel — the international payroll and compliance market leader.
Duties
- Lead, coach and manage the Client Support Specialists
- Drive continuous development and performance management of your team
- Be the Voice of the Customer (VoC): use data/feedback from customers, understand their pain points and implement workflow optimisations
- Be a Deel Ambassador and hands-on leader: when needed, act as point of escalation for difficult cases and work directly with customers and other internal stakeholders
- Support our daily operations oversight and ensuring adherence to departments OKRs/SLAs
- Manage scheduling, attendance and other administrative tasks as necessary
Requirements
- You have empathy and love for helping and coaching people
- You have minimum 2-3 years of experience managing customer support teams (Tech or FinTech environment is a plus) with more than 10 members
- Proven experience leading support teams in a high-growth and high-paced environment
- Strong analytical skills: You can turn data insights into projects that positively influence customer satisfaction (CSAT) with our product. You leverage data to improve, build and deprecate processes, making our customer journey seamless and efficient
- A problem solver: You lead by example and foster a ‘can do’ mentality in your team
- Preferably with Remote Work experience: You have managed and succeeded overseeing remote teams
Total Rewards
Our workforce deserves fair and competitive pay that meets them where they are. With scalable benefits, rewards, and perks, our total rewards programs reflect our commitment to inclusivity and access for all.
Some things you’ll enjoy
- Provided computer equipment tailored to your role
- Stock grant opportunities dependent on your role, employment status and location
- Additional perks and benefits based on your employment status and country
- The flexibility of remote work, including WeWork access where available
At Deel, we’re an equal-opportunity employer that values diversity and positively encourage applications from suitably qualified and eligible candidates regardless of race, religion, sex, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, pregnancy or maternity or other applicable legally protected characteristics.
Unless otherwise agreed, we will communicate with job applicants using Deel-specific emails, which include @deel.com and other acquired company emails like @payspace.com and @paygroup.com. You can view the most up-to-date job listings at Deel by visiting our careers page.
#J-18808-LjbffrService Manager: Client Support MMH241017-1
Posted 6 days ago
Job Viewed
Job Description
Join to apply for the Service Manager: Client Support MMH241017-1 role at Momentum
Service Manager: Client Support MMH241017-1Join to apply for the Service Manager: Client Support MMH241017-1 role at Momentum
Role Purpose
The purpose of the Service Manager: Client services role is to provide guidance, instruction, direction, and leadership to the group of Client Services Specialists, to achieve key results. The team leader monitors the quantitative and qualitative output of the team, with a deep understanding of risk, compliance, the expectation of our regulators and the application thereof with in the team.
Requirements
QUALIFICATIONS AND EXPERIENCE
Qualifications
- Business related degree
- 5+ years related experience in the financial services industry
- Understanding and knowledge of the interpretation and application of the various industry bodies, i.e., JSE, FSB, FIC, NRC
- 3-5 years Supervisory Experience
- Sound knowledge of Stockbroking
- Risk and Compliance Experience advantageous
Engagement and management of relationships with service providers and clients
- Build and maintain strong working relationships with existing institutional, internal as well as potential clients.
- Guide your team to follow-up and resolve client enquiries and problems through effective interaction with clients, product specialists, operations areas, and other internal or external staff and clients in a timely and professional manner in order to resolve queries and request for information.
- Engage in systems design and implementation to ensure quality service is delivered.
- Provide training and mentoring by making active daily contributions to help achieve team goals, targets, and successes.
- Ensure that existing projects are optimally and efficiently conducted from the Client Service perspective to support the overall Momentum Securities Client Support team, working together to create a combined centre of excellence.
- Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risks or threats.
- Ensure that the organization’s strategic objectives are communicated and translated on system design.
- Offer support to Portfolio Managers and Stockbrokers alike, across all local and international platforms and associated product offerings.
- Efficiently managed cash inflows and outflows to and from various offshore custodial providers, ensuring accurate and timely transactions.
- Successfully balanced and reconciled data on the fee account with various offshore custodial providers, maintaining financial accuracy.
- Effectively oversaw the inflow and outflow of portfolios to and from various offshore custodial providers, ensuring smooth transitions.
- Ensured timely communication and election of offshore corporate action activities, maintaining compliance and operational efficiency.
- Oversee the management fee run on the offshore platform, ensuring accurate fee calculations and collections.
- Maintained secure and reliable offshore system access, supporting operational integrity and data security.
- Oversight over the full service-offering, providing insight and assistance to clients and team members.
- Deliver meaningful and relevant reporting on operations and client services functions, highlight insights, trends, root causes, how it can be prevented in future, etc., and report on agreed intervals.
- Ensure that continuous capacity reviews take place and raise ‘red flags’ in time for proper capacity planning into the future.
- Working Closely with Settlement officer to ensure that we adhere to the JSE settlement rules
- Supporting daily trade allocations and adjustment where required
- Assisting with the maintenance of data integrity and mapping of accounts on an automatic trade allocation system
- Direct daily activities within the team to meet business efficiency and execution goals
- Proactively lead and shape new initiatives to meet organizational goals.
- Keep abreast of economic trends and developments within MMI’s investment environment
- Identify opportunities to continuously enhance and improve client engagement
- Continuous identification and implementation of best practice process and policies to guide the team and inform service improvements.
- Ensures that there is enough staff in place to meet the fluctuating demands of clients by effectively interpreting call volumes, ad hoc projects, and month end activities
- Assists with client escalations, complaints, and queries.
- Actively improve your and your teams’ performance, and drive personal development, including continuously improving knowledge and skills for personal growth and development.
- Continuously develop own and teams’ expertise in terms of professional, industry, risk, compliance, and legislative knowledge.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional consistent client service.
- Promote the Securities’ GRIT values and inspire the team.
- Proactively and positively manage internal and external expectations through periods of change.
- Promote our Strategic Objectives and Goals: Quality and Experience
- Take high-level responsibility for managing both reputational and financial risk, because of processing instructions as well as interactions, with both internal and external clients.
- Oversee the management and resolution of escalated client complaints/enquiries received through various channels and platforms.
- Drive the complaints management approach - review and track report prepared, recorded, and monitored by yourself on client escalated enquiries, complaints, client feedback processes and error corrections, and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes, and report on agreed intervals.
- Coach, guide and offer advice to the team to ensure that all complaints are acknowledged and responded to within agreed SLAs, and/or escalated when required.
- Guide the team to actively look for opportunities to enhance operational efficiencies to improve service delivery and quality, as well as to decrease cost, and pursue them. Inspire the Service Managers and their teams to proactively contribute ideas for continuous improvement.
- Ensure that you always evaluate the operational processes for quality, effectiveness, and service experience, and propose adjustments as required.
- Develop standard operating procedures in order to implement the optimal processes and procedures (effective, efficient and high-quality output). Ensure that it is kept relevant and up to date.
- Manage financial and other company resources under your control with due respect.
- Ensure that you pro-actively identify, evaluate, report and manage the risks in your area of responsibility by reviewing functions, processes, procedures, systems etc., ensuring that adequate controls are in place to mitigate risk.
- Review the control environment and culture to ensure that current controls are effective and efficient.
- Ensure that you implement and monitor the application of good governance and treat customers fairly (TCF) principles, as well as legislative compliance within the client service teams.
- Taking high-level responsibility for the teams internal and external audit as well as compliance reports – ensuring that the Service Managers provide feedback promptly, and that any system/process/procedure/etc. is amended or improved to prevent repetition of failure or risk in the future.
Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Other
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#J-18808-LjbffrClient Support Specialist Cape Winelands: Stellenbosch
Posted 6 days ago
Job Viewed
Job Description
Reference: NWN00097-TSa-1
A leading secure payments solutions and aggregator based in Stellenbosch, Western Cape is looking to hire a meticulous, proactive Client Support Specialist to add to their team.
This is an on-site position, applicants based in Stellenbosch/Western Cape are encouraged to apply.
Your role purpose will be to fulfil various administrative and support duties within a fast-paced environment. You will also serve as a key entry point for networks and billers, providing support across various business development and sales functions. This role requires quick turnaround times and willingness to assist with various tasks impacting client relationships.
Other duties include but are not limited to:
- Onboarding billers, ensuring that workflow and system requirements are met (this includes completing documents, performing compliance and KYC checks, and uploading of all supporting information)
- Identify correct onboarding process for billers and direct accordingly
- Manage various portals and inboxes, ensuring compliance with specifications for applications
- Escalate any issues to the customer relations manager where necessary
- Update biller details on the Onboarding and Integration workflow system
- Perform compliance checks on billers requesting changes to their current profile
- Forward relevant documentation to Accounts department for sign-off
- Assist with preparing tender files according to the company standard for Tenders
- Relevant tertiary qualification in Finance/Accounting
- Minimum of 3 years in a similar role
- Experience in the Financial Services/ Payments industry is advantageous
- Stable internet connection to enable the role/perform standby duties
- Strong Advanced Excel skills (formulas and Pivots)
- Attention to detail
- Effective communication skills
- Organizational skills
- Team player
- Deadline driven
- Effectively works under pressure
- Valid Driver's license
R 24000 - R 3000
APPLY NOW!
If you are interested in this opportunity, please apply directly. Please only apply if this ad is relevant to your skill set. Should you not be contacted in 2 weeks, please consider your application unsuccessful. Your profile will be kept on our database for any other suitable roles/positions.
For more information, contact:
Tazlynn Sayago
Researcher: General and Junior Finance