186 Customer Service Representatives jobs in Cape Town

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.

REQ: 136022

Location: Cape Town V & A Waterfront

Closing Date: 20 May 2025

Sales and Service

Client Services

Manage Self: Technical (MST)

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

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

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

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

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

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

Preference will be given to candidates from the underrepresented groups

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

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

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

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

This role is based within the Retail Operations division, responsible for processing transactions and supporting clients and independent financial advisers. The primary objective is to uphold the company’s high service standards by fostering strong client relationships and delivering exceptional service. You will ensure efficient processing of all investment-related transactions and maintain accurate record-keeping. Reporting to a team leader, this role requires a balance of teamwork and independent problem-solving.

Key Responsibilities

Accurately process all incoming or pending investment instructions, including :

New business transactions such as opening investment accounts.

Existing business transactions such as contributions, withdrawals, and investment adjustments.

Provide best-in-class client service through call and email interactions with clients, advisers, and internal teams.

Maintain meticulous records of client interactions and transactions within internal systems.

Apply knowledge of regulatory and legislative requirements governing investment products, including Employee Benefits and Asset Management.

Assist team members and leadership with workflow management, technical queries, and process improvements.

Qualifications & Experience

• Minimum of three (3) years of relevant experience.

Strong understanding of Employee Benefits, Pension Funds, and the Life Insurance industry.

Exposure to the unit trust industry or asset management sector is advantageous.

High attention to detail and accuracy.

Strong time management and organizational skills.

Excellent problem-solving ability with a proactive mindset.

Client-focused with outstanding verbal and written communication skills.

Self-driven and adaptable, able to work under pressure in a fast-paced environment.

Intermediate proficiency in Microsoft Word and Excel.

The Graduate Investment Services Consultant will form part of the Client Service Centre, a critical component of the firm’s service offering to investors and independent financial advisers. The successful candidate will be responsible for providing accurate, responsive, and world-class service, helping clients navigate their investment journey and build confidence in the organisation's long-term investment approach.

Key Responsibilities :

• Provide service to investors, potential investors, and independent financial advisers via inbound calls, emails, and in-person interactions
• Build trust and credibility by explaining investment philosophy and long-term strategy
• Educate clients about product offerings and fund information
• Empower clients to make informed decisions through consistent communication
• Take full ownership of all client transactions and ensure accuracy of records
• Contribute to ongoing service enhancements through client feedback and problem-solving

Minimum Requirements :

• Bachelor’s degree in Commerce, Business Science, Finance, Investments, Economics, Mathematics, Statistics, or a related field
• Minimum 65% in Mathematics (Matric)
• Minimum average of 70% throughout university studies
• Academic performance will be one of several criteria considered in the overall selection process

Skills and Competencies :

• High performance orientation with strong accountability
• Adaptability, resilience, and a growth mindset
• Committed to establishing a professional path in investment management
• Strong verbal and written communication skills
• Empathy and a client-focused approach
• Ability to manage complexity under pressure
• Strong attention to detail, analytical thinking, and problem-solving ability
• Passion for service excellence and relationship-building

Additional Information :

This is a graduate-level opportunity within a leading investment management firm. The role offers structured training, professional development, and career growth within a dynamic and client-focused environment.

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

Purpose of the Role:
The Graduate Investment Services Consultant will form part of the Client Service Centre, a critical component of the firm’s service offering to investors and independent financial advisers. The successful candidate will be responsible for providing accurate, responsive, and world-class service, helping clients navigate their investment journey and build confidence in the organisation's long-term investment approach.

Key Responsibilities:

• Provide service to investors, potential investors, and independent financial advisers via inbound calls, emails, and in-person interactions
• Build trust and credibility by explaining investment philosophy and long-term strategy
• Educate clients about product offerings and fund information
• Empower clients to make informed decisions through consistent communication
• Take full ownership of all client transactions and ensure accuracy of records
• Contribute to ongoing service enhancements through client feedback and problem-solving

Minimum Requirements:

• Bachelor’s degree in Commerce, Business Science, Finance, Investments, Economics, Mathematics, Statistics, or a related field
• Minimum 65% in Mathematics (Matric)
• Minimum average of 70% throughout university studies
• Academic performance will be one of several criteria considered in the overall selection process

Skills and Competencies:

• High performance orientation with strong accountability
• Adaptability, resilience, and a growth mindset
• Committed to establishing a professional path in investment management
• Strong verbal and written communication skills
• Empathy and a client-focused approach
• Ability to manage complexity under pressure
• Strong attention to detail, analytical thinking, and problem-solving ability
• Passion for service excellence and relationship-building

Additional Information:
This is a graduate-level opportunity within a leading investment management firm. The role offers structured training, professional development, and career growth within a dynamic and client-focused environment.

• Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions.
• Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
• Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
• Take end-to-end ownership of transactions and ensure accurate record-keeping.
• Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems.
  
  

• This role is suited to individuals who are highly performance driven and seek new challenges.
• A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry.
• The role requires high adaptability, vigour and agility.
• Our consultants need to be empathetic and client focused.
• Strong verbal and written communication skills are essential.
• The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients.
• A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.
• Consistently strong academic record.