152 Customer Service Representatives jobs in Cape Town

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.

• 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: CPT -H-3

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

Responsibilities:

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

Requirements:

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

To apply, please send your CV to

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

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

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

Client Services

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

Administration

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

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

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

About the Role

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.

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.

REQ:

Location: Cape Town V & A Waterfront

Closing Date: 31 August 2025

Sales and Service

Client Services

Manage Self: Technical (MST)

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

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

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

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

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

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

Preference will be given to candidates from the underrepresented groups

Please contact the Nedbank Recruiting Team at

---

Please contact the Nedbank Recruiting Team at

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

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

For assistance please contact the Nedbank Recruiting Team at

3 Dock Rd, Cape Town City Centre, Cape Town, 8002, South Africa

Posted Thursday, July 24, 2025 at 4:00 AM

Middle Office Officer - Client Services

OVERALL PURPOSE
To provide comprehensive administrative support across client onboarding, compliance, data management, and fund externalisation processes, ensuring operational efficiency and regulatory compliance. The role requires close collaboration with Relationship Management, Investment Management, Group Finance, Banking and Compliance teams as well as coordination with colleagues across the broader Stonehage Fleming Group.

PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
Client Onboarding
_ Support Front Office teams with the New Business Approval process.
- Coordinate compliance approvals for onboarding new clients or expanding services for
existing clients.
- Draft and prepare client agreements for signature.
- Initiate and manage client creation workflows in the internal client database.
- Ensure all business and regulatory requirements are met, including proper execution of
agreements and completion of Customer Due Diligence (CDD) in line with company policy.
Client Administration
- Complete and submit internal and external account opening applications.
- Process updates to clients’ static data.
- Manage and retain client data and documentation in electronic formats.
- Continuously review and improve administrative processes to enhance efficiency and
compliance.
Fund Externalization
- Collect and submit required documentation for tax clearance via third-party providers.
- Prepare and submit applications to the South African Revenue Service (SARS) and the South African Reserve Bank (SARB).
- Obtain client mandates and indemnities to facilitate foreign exchange transactions.
- Liaise with internal transaction teams to coordinate trade execution and FX rate bookingswhere required.
- Maintain accurate internal records of all externalization transactions.
Client Records Administration
- Review and verify Customer Due Diligence (CDD) documentation
- Ensure all client agreements are in place and properly stored
- Maintain accurate client and third-party data in internal systems
- Complete and document risk assessments where required
- Keep client profiles up to date and in line post the new business approval process
Ad Hoc Duties
- Participate in projects and provide administrative support as required

QUALIFICATIONS AND EXPERIENCE
- Relevant diploma or degree, or
- 2–4 years’ experience in a similar administrative or operations role

COMPETENCIES, SKILLS AND BEHAVIOURS
- Proficient in Microsoft Office
- Intermediate numeracy skills
- Basic understanding of accounting principles
- Strong self-management and time management skills
- Proactive and solution-oriented mindset
- Excellent planning and organizational abilities
- Effective team player with strong interpersonal skills
- Clear and professional communication, both written and verbal
- High attention to detail and commitment to accuracy
- Strong work ethic, ambition, and a dynamic approach to tasks

3 Dock Rd, Cape Town City Centre, Cape Town, 8002, South Africa

Join to apply for the Business Analyst | Retail Client Services | Client Service Solutions role at Allan Gray .

Allan Gray Retail Client Services is an investment management firm focused on building long-term wealth for our clients. We always put our clients' interests first. We design our products and fees so that they tie our success to that of our clients. We aim to build our clients’ trust and confidence in us through offering excellent client service. Every service interaction needs to reinforce the trust that our clients have in us.

Allan Gray has multiple channels for servicing clients (both investors and independent financial advisers) and executing their transactions. The Allan Gray Retail Client Services team is the primary touch point for clients interacting with the company and is thus at the forefront of the way in which a client, and prospective client, experiences Allan Gray. The Client Experience team owns the client experience strategy and defines and executes the solutions to deliver on this strategy.

Business Analyst - CX Data Analytics Specialisation

The Client Experience (CX) team is made up of several Business Analysts, Specialists and Product Owners. The main purpose of the business analyst (BA) role is to provide in-depth analysis and project support within the Allan Gray Client Experience team.

The candidate applying for this role should have a strong interest in data analytics and using data to solve client service-related business problems. This is a high performance, fast paced environment which prioritises data-driven decision making and measurement and tracking of business value.

Strategic Fit With Allan Gray’s CX Strategy

• Provide business intelligence to enable, support and enhance the broader client experience and retail business strategy
• Be the data competence centre for CX related data and insights for the Retail business, with a deep understanding of client interaction data across all our Retail servicing channels
• Focus on our business-critical questions and provide insightful analysis and reporting that improves decision making and identifies opportunities for incremental or transformational improvements in CX outcomes

Some Of The Long-term Objectives Of The Stream Include

• In-depth client behavioural analysis - this involves in-depth and holistic understanding of client behaviour. Achieved by combining interaction data points collected from all channel touchpoints and overlaying this data with salient features of the client’s profile.
• Data governance – this involves processes and projects to improve data accuracy, usability, storage and documentation to support analytics and regulatory compliance.
• Develop the predictive arm of our analytics capability - develop our ability to use historical data combined with other analytical tools such as statistical modelling to predict future outcomes and their probability.
• Increase efficiencies - deep understanding of the factors that drive inefficiencies in client interactions. Specific efforts to shift interactions to the correct channels to achieve scalability and find innovative methods to increase efficiencies where interactions can not be self-serviced.
• Blend offline and online analytics - advance the efforts on developing online analytics to get us to a position where offline and online client behaviour can be blended to provide richer data on client behaviour.
• Enable the business to be more self-sufficient with basic data analytics by providing tools and training
• Perform the basics better - continuously learn, improve, and enhance the BAU areas.

There are progression opportunities within the business analyst stream, with senior analysts leading high-impact cross-functional projects within the broader Allan Gray business. Opportunities may also arise for cross-stream movements within CX, widening exposure to other areas of focus where CX has an impact.

Qualifications And Experience

• Relevant qualification/degree in an analytical or quantitative field such as computer science, engineering, business science, statistics, data science, commerce, or similar
• 1.5 or more years’ experience in a relevant field

Skills

• Highly competent in Microsoft Office, with a focus on Excel and Power BI
• Ability to write, interpret, and optimise SQL code
• Ability to understand core AI concepts and effectively leverage AI tools to enhance productivity, decision-making and innovation
• Python for enhanced analytics and dashboarding would be advantageous
• Prior experience with Snowflake as a Data Analytics platform would be advantageous
• Strong conceptual, numeric and analytical thinking skills
• Strong verbal, written, facilitation, and interpersonal communication skills
• Disciplined, detail-oriented and methodical approach to problem-solving
• Ability to get things done, be accountable and self-manage
• Planning, organizational and time management skills
• Ability to work independently when required
• Ability to work in a team and collaborate effectively across teams with a positive, friendly, and respectful attitude
• Ability to engage confidently with stakeholders at any level.
• Ability to easily research, collate and synthesise data in a meaningful manner

Core Responsibilities

• Data gathering, cleaning and analysis
• Using data to generate meaningful and relevant reports and insights
• Fulfilling both BAU and ad-hoc data requests
• Creation and maintenance of various dashboards for operational and management decision making
• Assisting with business case development, attribution analysis and change management for projects

What you can expect to get out of this role

• Working knowledge and understanding of data analysis tools like SQL, Snowflake, Power BI and Python
• Ability to understand core AI concepts and effectively leverage AI tools to enhance productivity, decision-making and innovation
• Application of statistical methods to data analysis
• Exposure to machine learning techniques
• Data visualisation and experience with business intelligence applications such as Power BI

• Opportunity to build and cultivate a network of relationships across the business, particularly with IT and other key stakeholders interacting with Retail Client Services and relating to the client experience
• Opportunity to serve as primary point of contact for client interaction data

• Ability to perform detailed data analysis for projects related to the client experience
• Requirements gathering for identified problems
• Ability to accurately interpret data, clearly communicate insights, and recommend solutions
• Opportunity to share information regarding operational or strategic changes
• Ability to identify and track business value
• Problem and process documentation

• Ability to develop and/or support project plans for ad-hoc projects
• Engaging relevant stakeholders and achieving their buy-in and alignment
• Opportunity to manage risks, review project impact and course correct as necessary

Cape Town

Closing Date

8 September 2025

• Entry level

• Full-time

• Research, Analyst, and Information Technology