German-Speaking Customer Service & Sales Representatives

7100 Cape Town, Western Cape RMV Solutions Pty Ltd

Posted 154 days ago

Job Viewed

Tap Again To Close

Job Description

Permanent
START DATE JUNE 2025 • Join a reputable airline brand across different work areas• Assist passengers with pre- and post-flight travel inquiries in the customer relations department in German and English • Utilize airline reservation systems, handle voice calls in English and German , and potentially engage in written correspondence• Comprehensive paid training on products and systems provided• Daily interaction with international passengers for inquiries and feedback• Expected to achieve specific key performance indicators and maintain high client service standards• Work in a fast-paced and time-critical call center environment Requirements • Must have native-level fluency in German (both verbal and written skills required) • Only permanent residents or South African ID holders eligible• Strong computer literacy and technical skills• Clean criminal record• Flexible to work in shifts• Previous customer service experience is advantageous

Employment Terms:

Annual Compensation: R200,000 CTC (R16 600 per month)Full-time, Permanent contract: 40 hours per week with 8-9 hour shifts per dayOperational Hours: 24/7, 365 days a yearRotating shifts including weekends and public holidays as neededSpecific operating hours based on assigned account, to be discussed during interviewsTraining: 4 weeks (Fully Paid)Probation Period: 4 monthsHealth Insurance Coverage provided by the CompanyFully remote work from homeEquipment requirements:Reliable Fibre or ADSL internet connection required at own expenseUPS solution necessary during power outages (Inverters available for purchase through our clients Cape Town branch or personal solutions accepted)
This advertiser has chosen not to accept applicants from your region.

Client Services Officer

Cape Town, Western Cape The Talent Room

Posted 12 days ago

Job Viewed

Tap Again To Close

Job Description

About the Role

The Client Services Officer is responsible for ensuring an exceptional client experience across both onboarding and repeat transaction processes. This position requires a strong focus on service delivery, operational efficiency, and attention to detail, as well as the ability to work effectively within a collaborative team environment.

Responsibilities
  • Managing and supporting client onboarding processes, ensuring all documentation, compliance requirements, and system updates are completed accurately and within set timeframes.

  • Handling repeat client transactions and requests with precision, while maintaining a high level of service quality.

  • Supporting workflow optimisation by monitoring processes, identifying areas for improvement, and contributing to the development of best practices.

  • Conducting quality control checks to ensure accuracy, compliance, and adherence to company standards.

  • Providing ad hoc operational and administrative support to colleagues within the team, ensuring smooth delivery of services across functions.

  • Building and maintaining strong relationships with clients, distribution partners, and service providers through effective communication and a client-first approach.

  • Contributing to a multi-skilled and cross-trained team environment by sharing knowledge, supporting peers, and being adaptable to shifting priorities.

Experience & Qualifications
  • Experience within the Finance Industry is highly desired, particularly in client services, operations, or related functions.

  • Candidates with a keen interest in client services or strong transferable skills will also be considered.

  • A relevant professional qualification is advantageous, or a strong willingness to study towards one is required.

  • Strong interpersonal, organisational, and problem-solving skills, with the ability to manage multiple priorities and maintain attention to detail under pressure.

  • Proficiency in Microsoft Office Suite and an aptitude for learning new systems and processes.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Client Services Manager

Cape Town, Western Cape Mass Markets

Posted 12 days ago

Job Viewed

Tap Again To Close

Job Description

Overview

POSITION OVERVIEW

MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations that extend across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a-Service (XaaS) cloud technology solutions across a wide range of industries, including healthcare, retail, government, education, telecom, technology e-commerce, and financial services. Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies to enhance customer journeys, drive scalability and reduce costs.

At MCI we are committed to fostering an environment where professionals can build meaningful careers, access continuous learning and development opportunities and contribute to the success of a globally expanding, industry-leading organization.

We are looking for a skilled and proactive Client Services Manager to serve as the key point of contact for assigned client accounts. This role is responsible for ensuring exceptional service delivery , fostering strong client relationships, driving operational improvements and identifying opportunities for account growth . The ideal candidate will have a solid background in client services, account management, or operations, along with excellent communication, leadership, and problem-solving skills.

To be considered for this role, you must complete a full application on our company careers page, including all screening questions and a brief pre-employment test.

Responsibilities
  • Act as the primary liaison for assigned clients, ensuring their needs are met with professionalism and efficiency.
  • Oversee service delivery to ensure alignment with client expectations, service level agreements (SLA s), and key performance indicators (KPIs).
  • Conduct regular business reviews and present performance updates to clients.
  • Collaborate with internal teams including operations, quality assurance and training to resolve issues and enhance service delivery.
  • Identify and pursue opportunities for account expansion and recommend value-added services.
  • Manage client onboarding, transitions and change requests to ensure a seamless experience.
  • Monitor client satisfaction and proactively address concerns to maintain strong, long-term partnerships.
  • Support internal process optimization to uphold consistent service quality.
Qualifications
  • Skills & Experience:
    • Demonstrated experience in client services, account management, or operations.
    • Strong interpersonal and communication skills with the ability to build trust and influence stakeholders.
    • Excellent organizational and problem-solving abilities.
    • Proven ability to manage multiple priorities and collaborate across departments.
    • Analytical mindset with strong attention to detail.
    • Familiarity with KPIs, SLAs, and client reporting processes is a plus.
  • WONDER IF YOU ARE A GOOD FIT FOR THIS POSITION?

All positive, and driven applicants are encouraged to apply. The ideal candidates for this position are highly motivated and dedicated and should possess the below qualities:

  • National Senior Certificate (NSC)/Grade 12
  • Bachelor’s degree in Business Administration, Operations Management, Communications, or a related field, or equivalent professional experience.
  • Minimum of 3 years’ experience in a client-facing role within a BPO, customer experience, or related industry.
  • Proven success in managing client relationships and meeting performance targets.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
  • Experience with CRM or workforce management tools is advantageous.
  • Strong verbal and written communication skills.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Proactive approach with a focus on continuous improvement and collaboration across QA, Training, and Operations teams.
Compensation & Benefits

WANT AN EMPLOYER THAT VALUES YOUR CONTRIBUTION?

At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members.

What You Can Expect from MCI: We understand the importance of balance and support, which is why we offer a variety of benefits that go beyond Salary. Our team members enjoy:

  • Annual Leave : Earn paid time off to rest, recharge, or attend to personal matters.
  • Health Benefits : After probation, employees qualify for Medical Insurance. This gives you access to general practitioners, chronic medication, basic dental and optical care, as well as emergency services, ensuring essential healthcare support and peace of mind.
  • Career Growth : We prioritize internal promotions and offer clear pathways for advancement across departments.
  • Paid Training : Gain valuable skills and knowledge while earning a salary.
  • Positive Work Environment : Join a collaborative, team-oriented culture that values engagement and support.
  • Casual Dress Code : Enjoy a relaxed dress policy that lets you work comfortably.

Compensation & Benefits that Fit Your Life MCI takes pride in tailoring our offerings to fit the needs of our diverse team across subsidiaries and locations. While specific benefits and incentives may vary by geography, the core of our commitment remains the same: rewarding effort, providing growth opportunities, and creating an environment where every employee feels valued.

If you’re ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today!

Physical Requirements

This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds.

Conditions of Employment

All MCI Locations

  • Must be authorized to work in the country where the job is based.

Subject to the program and location of the position

  • Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results.
  • Must be willing to submit to drug screening. Job offers are contingent on drug screening results. (Does not apply in Canada)
Reasonable Accommodation

Consistent with the Americans with Disabilities Act (ADA), it is the policy of MCI and its affiliates to provide reasonable accommodations when requested by a qualified applicant or employee with a disability unless such accommodations would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodations are needed, please contact Human Resources.

Equal Opportunity Employer

At MCI and its subsidiaries, we embrace differences and believe diversity is a benefit to our employees, our company, our customers, and our community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, one where employees are treated with dignity and respect. All employees share in the responsibility for fulfilling MCI's commitment to a diverse and equal opportunity work environment.

MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances.MCI will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements.

MCI will not tolerate discrimination or harassment based on any of these characteristics.We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion,benefits, social and recreational programs, anddiscipline. In addition, it is the policy of MCI to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works.

About MCI (Parent Company)

MCI helps customers take on their CX and DX challenges differently, creating industry-leading solutions that deliver exceptional experiences and drive optimal performance. MCI assists companies with business process outsourcing, staff augmentation, contact center customer services, and IT Services needs by providing general and specialized hosting, software, staff, and services.

In 2019, Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa’s Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI’s subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times, respectively. MCI has ten business process outsourcing service delivery facilities in Georgia, Florida, Texas, New Mexico, California, Kansas, Nova Scotia, South Africa, and the Philippines.

Driving modernization through digitalization, MCI ensures clients do more for less. MCI is the holding company for a diverse lineup of tech-enabled business services operating companies. MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua,EastWest BPO, TeleTechnology, and Vinculum.

The purpose of the above job description is to provide potential candidates with a general overview of the role. It's not an all-inclusive list of the duties, responsibilities, skills, and qualifications required for the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

The employer has the right to revise this job description at any time. This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Client Services Manager

Cape Town, Western Cape MCI

Posted 12 days ago

Job Viewed

Tap Again To Close

Job Description

Overview

LOCATION: Cape Town, ZA
JOB TYPE: Full-Time

MCI is one of the fastest-growing tech-enabled business services companies in the USA, with a strong call center footprint and operations that extend across multiple countries. We deliver Customer Experience (CX), Business Process Outsourcing (BPO), and Anything-as-a-Service (XaaS) cloud technology solutions across a wide range of industries, including healthcare, retail, government, education, telecom, technology e-commerce, and financial services. Our contact centers are powered by both on-site and remote agents, leveraging advanced technologies to enhance customer journeys, drive scalability and reduce costs.

At MCI we are committed to fostering an environment where professionals can build meaningful careers, access continuous learning and development opportunities and contribute to the success of a globally expanding, industry-leading organization.

We are looking for a skilled and proactive Client Services Manager to serve as the key point of contact for assigned client accounts. This role is responsible for ensuring exceptional service delivery , fostering strong client relationships, driving operational improvements and identifying opportunities for account growth . The ideal candidate will have a solid background in client services, account management, or operations, along with excellent communication, leadership, and problem-solving skills.

This position requires working hours aligned with the United States, ensuring seamless communication and collaboration across teams and stakeholders within this time zone.

To be considered for this role, you must complete a full application on our company careers page, including all screening questions and a brief pre-employment test.

Position Responsibilities
  • Act as the primary liaison for assigned clients, ensuring their needs are met with professionalism and efficiency.
  • Oversee service delivery to ensure alignment with client expectations, service level agreements (SLAs), and key performance indicators (KPIs).
  • Conduct regular business reviews and present performance updates to clients.
  • Collaborate with internal teams including operations, quality assurance and training to resolve issues and enhance service delivery.
  • Identify and pursue opportunities for account expansion and recommend value-added services.
  • Manage client onboarding, transitions and change requests to ensure a seamless experience.
  • Monitor client satisfaction and proactively address concerns to maintain strong, long-term partnerships.
  • Support internal process optimization to uphold consistent service quality.
Skills & Experience
  • Demonstrated experience in client services, account management, or operations.
  • Strong interpersonal and communication skills with the ability to build trust and influence stakeholders.
  • Excellent organizational and problem-solving abilities.
  • Proven ability to manage multiple priorities and collaborate across departments.
  • Analytical mindset with strong attention to detail.
  • Familiarity with KPIs, SLAs, and client reporting processes is a plus.
Candidate Qualifications

Wonder if you are a good fit for this position?

All positive, and driven applicants are encouraged to apply. The ideal candidates for this position are highly motivated and dedicated and should possess the below qualities:

  • National Senior Certificate (NSC)/Grade 12
  • Bachelor’s degree in Business Administration, Operations Management, Communications, or a related field, or equivalent professional experience.
  • Minimum of 3 years’ experience in a client-facing role within a BPO, customer experience, or related industry.
  • Proven success in managing client relationships and meeting performance targets.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
  • Experience with CRM or workforce management tools is advantageous.
  • Strong verbal and written communication skills.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Proactive approach with a focus on continuous improvement and collaboration across QA, Training, and Operations teams.
Conditions of Employment

All MCI Locations

  • Must be authorized to work in the country where the job is based.

Subject to the program and location of the position

  • Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results.
  • Must be willing to submit to drug screening. Job offers are contingent on drug screening results. (Does not apply in Canada)
Compensation Details

Want an employer that values your contribution?

At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members.

What You Can Expect from MCI: We understand the importance of balance and support, which is why we offer a variety of benefits that go beyond Salary. Our team members enjoy:

  • Annual Leave : Earn paid time off to rest, recharge, or attend to personal matters.
  • Health Benefits : After probation, employees qualify for Medical Insurance. This gives you access to general practitioners, chronic medication, basic dental and optical care, as well as emergency services, ensuring essential healthcare support and peace of mind.
  • Career Growth : We prioritize internal promotions and offer clear pathways for advancement across departments.
  • Paid Training : Gain valuable skills and knowledge while earning a salary.
  • Positive Work Environment : Join a collaborative, team-oriented culture that values engagement and support.
  • Casual Dress Code : Enjoy a relaxed dress policy that lets you work comfortably.

Compensation & Benefits that Fit Your Life MCI takes pride in tailoring our offerings to fit the needs of our diverse team across subsidiaries and locations. While specific benefits and incentives may vary by geography, the core of our commitment remains the same: rewarding effort, providing growth opportunities, and creating an environment where every employee feels valued.

If you’re ready to join a company that recognizes your contributions and supports your growth, MCI is the place for you. Apply today!

Physical Requirements

This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset. The employee will be regularly required to operate a computer and other office equipment, including a phone, copier, and printer. The employee may occasionally be required to move about the office to accomplish tasks; reach in any direction; raise or lower objects, move objects from place to place, hold onto objects, and move or exert force up to forty (40) pounds.

Reasonable Accommodation

Consistent with the Americans with Disabilities Act (ADA), it is the policy of MCI and its affiliates to provide reasonable accommodations when requested by a qualified applicant or employee with a disability unless such accommodations would cause undue hardship. The policy regarding requests for reasonable accommodation applies to all aspects of employment. If reasonable accommodations are needed, please contact Human Resources.

Diversity and Equality

At MCI and its subsidiaries, we embrace differences and believe diversity is a benefit to our employees, our company, our customers, and our community. All aspects of employment at MCI are based solely on a person's merit and qualifications. MCI maintains a work environment free from discrimination, one where employees are treated with dignity and respect. All employees share in the responsibility for fulfilling MCI's commitment to a diverse and equal opportunity work environment.

MCI does not discriminate against any employee or applicant on the basis of age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations, and ordinances. MCI will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements.

MCI will not tolerate discrimination or harassment based on any of these characteristics. We adhere to these principles in all aspects of employment, including recruitment, hiring, training, compensation, promotion, benefits, social and recreational programs, and discipline. In addition, it is the policy of MCI to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by applicable laws, regulations, and ordinances where an employee works.

About MCI (Parent Company)

MCI helps customers take on their CX and DX challenges differently, creating industry-leading solutions that deliver exceptional experiences and drive optimal performance. MCI assists companies with business process outsourcing, staff augmentation, contact center customer services, and IT Services needs by providing general and specialized hosting, software, staff, and services.

In 2019, Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa’s Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI’s subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times, respectively. MCI has ten business process outsourcing service delivery facilities in Georgia, Florida, Texas, New Mexico, California, Kansas, Nova Scotia, South Africa, and the Philippines.

Driving modernization through digitalization, MCI ensures clients do more for less. MCI is the holding company for a diverse lineup of tech-enabled business services operating companies. MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua,EastWest BPO, TeleTechnology, and Vinculum.

Disclaimer

The above job description provides a general overview of the role and is not an all-inclusive list of duties, responsibilities, skills, and qualifications. You may be asked by supervisors or managers to perform other duties. You will be evaluated based on your performance of the tasks listed in this job description.

The employer reserves the right to revise this job description at any time. This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Client Services Administrator

Bellville, Western Cape Helderberg Personnel

Posted 26 days ago

Job Viewed

Tap Again To Close

Job Description

Client Services Administrator

Reference: SW -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
#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Client Services Administrator

Cape Town, Western Cape Persona Staff cc

Posted 26 days ago

Job Viewed

Tap Again To Close

Job Description

Client Services Administrator

Reference: CPT -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.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Client Services Administrator

Cape Town, Western Cape Workforce Staffing - Gauteng

Posted 26 days ago

Job Viewed

Tap Again To Close

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.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Customer service representatives Jobs in Cape Town !

Client Services Officer

Cape Town, Western Cape The Talent Room

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

Key responsibilities include:
  • Managing and supporting client onboarding processes, ensuring all documentation, compliance requirements, and system updates are completed accurately and within set timeframes.
  • Handling repeat client transactions and requests with precision, while maintaining a high level of service quality.
  • Supporting workflow optimisation by monitoring processes, identifying areas for improvement, and contributing to the development of best practices.
  • Conducting quality control checks to ensure accuracy, compliance, and adherence to company standards.
  • Providing ad hoc operational and administrative support to colleagues within the team, ensuring smooth delivery of services across functions.
  • Building and maintaining strong relationships with clients, distribution partners, and service providers through effective communication and a client-first approach.
  • Contributing to a multi-skilled and cross-trained team environment by sharing knowledge, supporting peers, and being adaptable to shifting priorities.
Experience & Qualifications
  • Experience within the Finance Industry is highly desired, particularly in client services, operations, or related functions.
  • Candidates with a keen interest in client services or strong transferable skills will also be considered.
  • A relevant professional qualification is advantageous, or a strong willingness to study towards one is required.
  • Strong interpersonal, organisational, and problem-solving skills, with the ability to manage multiple priorities and maintain attention to detail under pressure.
  • Proficiency in Microsoft Office Suite and an aptitude for learning new systems and processes.

Only candidates that meet the minimum requirements xxx

Please follow our website xxx and social media xxx

Facebook: The Talent Room
Instagram: tr.talent.room
LinkedIn: The Talent Room Recruitment Solutions
This advertiser has chosen not to accept applicants from your region.

Client Services Consultant

Newlands, Western Cape R150000 - R300000 Y PPS Recruitment

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Advert Summary

Who we are:

PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Account.

PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared.

Purpose of the job:

To ensure that a high level of Client Services is provided to the clients and financial intermediary that interacts with PPS Investments. The Client Service Consultant will be responsible for all incoming client queries in the form of written as well as telephonic interactions and other omni channels.

Minimum Requirements

Ideal experience:

  • 1-2 years' experience within financial services industry; investments /LISP/ Asset Management environment

  • Knowledge on FICA/FAIS and FATCA legislation requirements and TCF outcomes

  • Knowledge and experience in client services / contact centre environments

Ideal qualifications:

  • Bachelor's degree or Diploma in Commerce related field essential.

Competencies and ideal personality attributes:

  • Client Centricity

  • Communication skills (written and verbal)

  • Business writing skills

  • Building and maintaining relationships

  • Planning and organizing

  • Attention to detail

  • Resilience

  • Team success

  • Results driven

  • Business acumen

Systems knowledge:

  • MS Office – intermediate level of MS Work & Excel

  • Sales Logix or another comparable CRM application is an advantage

Duties and Responsibilities

Service Delivery

  • Provide client services to Clients /Intermediaries / PPS Insurance distribution channels and broader distribution force relating to and within the financial services /LISP/Asset Management environment.

  • Handle all client queries and/or complaints (telephonic /written /social media) and resolve issues to completion in a timely manner.

  • Applying technical knowledge and understanding to secure an end-to-end finalization of client requests.

  • Working across organizational boundaries to obtain outstanding information and clarify instructions received to improve client experience.

  • Evaluate problems regarding service issues and enquiries to determine their importance and urgency.

  • Performing investigations where necessary to facilitate problem resolution timeously.

  • Responsible for ensuring that service excellence to Clients /Intermediaries remains within best business practice and standards.

  • Responsible for managing reputational risk and ensuring compliance with regulatory requirements, procedures and service standards.

  • Promotion of PPS Investments technology offering.

  • Remain updated and informed on legislative and industry changes.

  • Responding to all enquiries in a professional and timely manner.

  • Liaising with operations support to provide best client experience.

  • Technical understanding of all PPS Investments offerings and the ability to apply that understanding to daily outputs.

Relationship Building and Communication

  • Collaborate effectively across business units to achieve business results.

  • Take up and resolve administrative and service issues that hinder good service delivery.

  • You acknowledge that any information supplied to PPS is provided voluntarily and therefore constitutes unconditional, specific and voluntary consent to the processing of such information by PPS. Your personal information will be processed for facilitating your employment application with PPS including any statutory or regulatory compliance with which PPS must comply (where applicable) and for the legitimate interests of PPS and yourself, both during the recruitment process and thereafter. You may instruct PPS by written notice to cease the processing of your personal information at any time and, subject to the requirements of applicable South African law, request that PPS delete and/or de-identify such personal information.

  • Based on the nature of our business, honesty and integrity are inherent requirements for our roles.
  • All appointments are made in line with the Company's Employment Equity targets.
This advertiser has chosen not to accept applicants from your region.

Client services administrator

Cape Town, Western Cape Persona Staff Cc

Posted today

Job Viewed

Tap Again To Close

Job Description

permanent
Client Services Administrator Reference: CPT -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. #J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Customer Service Representatives Jobs View All Jobs in Cape Town