373 Customer Service Representatives jobs in South Africa

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Level Up Johannesburg, Gauteng, South Africa

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

Level Up Johannesburg, Gauteng, South Africa

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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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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 .

• Ensure compliance with client onboarding KYC (Know Your Customer), FAIS, and client screening requirements.
• 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 placing FX trades and completing BOP forms on the Investec CCM (Corporate Cash Management) platform.
• Liaise with the Investec FXEXCON team regarding client's SDA (Single Discretionary Allowance) and FIA (Foreign Investment Allowance) related 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 training initiatives and communicate any training requirements to the Manager.

• Provide clients and Wealth Managers with tax and reporting statements as requested.
• Load all tasks on the WebView task manager and update Wealth Managers on task progress.
• Keep CRM database up to date with client information.
• Liaise with multiple service providers regarding instructions, platform offerings, and changes.
• Participate in projects related to service providers, client data, and industry regulations.
• Monitor the Client Services mailbox and action any actionable items.

Grade - 3 years' experience as an administrator in the financial services industry.

If you do not receive a response within 14 days, please consider your application unsuccessful.

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.

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.

• Desk top research on target audiences and potential clients
• Assist in managing social media handles
• Assist in activating and implementing social media marketing campaigns
• Liaise with representatives of marketing platforms e.g. radio, print, TV, online media
• Distribute press releases and other announcements
• Liaise with DTP and content writers
• Coordinate marketing and project schedules
• Source information and quotations from service providers
• Contact and engage with existing and potential clients

• South African Unemployed youth between the ages of 18 and 34.
• Must not have participated on the programme before.
• Matric
• Post matric qualification in marketing, communications or event management
• Basic Computer skills needed including Outlook, Excel, Word
• Personal characteristics interpersonal skills, team work, time management, Adaptability, attention to detail, problem solver, motivation, critical thinking