22 Customer Service Representatives jobs in Stellenbosch

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

A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer.

The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schemes, Portfolio trusts, EBT’s and Retirement Annuity Trust Schemes (RATs). In addition, the post holder will liaise with financial advisors, investment companies, clients, and business partners, as required, to ensure a high standard of client service is delivered at all times and report directly to the Private Client and Trust Manager.

Duties & Responsibilities

Key Duties and Responsibilities:

• Manage client questions and queries.
• Attend to all administrative tasks associated with and required by the deed and statutory legislation, accurately and in accordance with our Service Level Agreements (SLA).
• Remain abreast of pension and trust regulations.
• Appropriately store/input and reference all client documentation within the document management system and administration system.
• Ensure we meet CDD requirements for all members, reviewing files as and when required as per our policy.
• Record all client financial transactions, including investments, transfers, benefit payments, statutory payments, and fee charges.
• Ensure housekeeping, cases, and data capturing is completed accurately in relevant systems, i.e., Salesforce.
• A clear understanding of applicable Pension and Trust legislation and statutory reporting requirements.
• Experience in administering pension and trust schemes.
• An ability to read/research governance documents impacting a scheme/trust and apply appropriately.
• A logical approach to assessing productivity and implementing solutions.
• Calculating and informing on pension payment calculations and associated tax/lump sum/loan/benefit and drawdown payments.
• Investigate and prepare a response to complaints.
• Review and respond to billing queries.
• Ability to provide assistance with regulatory reporting.
• Ability to correspond with relevant tax offices to ensure efficient resolution of client queries.
• Act as a signatory, once approved, for the business.
• Support, coach, and guide colleagues in the performance of their duties.
• Complete any other duties as and when required to drive business success.
• Attend Management meetings on request or in the absence of the manager.
• Hold regular team meetings.
• Conduct annual appraisals, on request or in the absence of the manager.

Competencies Include:

• A relevant professional qualification or a willingness to study towards one.
• Working towards and meeting deadlines.
• Excellent organisational skills; prioritising, achieving deadlines, and driving business efficiency.
• Strong interpersonal skills.
• A proven ability to communicate at all levels, both in writing and verbally.
• An aptitude for applying attention to detail in all aspects of the role.
• A willing and flexible attitude to working hours to support team and business needs, as required.

Requirements

• Relevant post-matric qualification (degree or diploma).
• 3-5 years relevant experience is desired.
• Relevant professional qualification - STEP is preferable.

#J-18808-Ljbffr

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them, and invest for the future. We assist companies and organizations in caring for and rewarding their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms, Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at .

Additional Information

This is a general talent pool advertisement. By applying, you are expressing your interest in being considered for future job opportunities within our organization. Please note that this is not an active vacancy, and you may not receive an immediate response. We encourage you to apply to other relevant roles that are currently open, and we will contact you when a suitable position becomes available.

Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Effective execution of retirement fund administration in line with business, legislative, and industry requirements, thereby improving overall client experience.

Requirements

Experience and Qualifications

• Matric or equivalent.
• 2 - 3 Years' experience in a financial services administration environment.
• Employee benefits experience will be an advantage.

Duties & Responsibilities

• Taking ownership of complaints and ensuring they are resolved timeously and effectively.
• Providing first-time resolution on escalated complaints.
• Engaging in effective communication and delivering according to SLA's.
• Service recovery and client relationship restoration.
• Dealing with client requests in a competent, efficient, and professional manner.
• Client/Broker visits where required.
• Client relationship building.
• Prepare Employer/Broker reports.
• Contributions – Understanding of retirement fund contributions process, including collection, recording, reconciliation, and management of defaults in line with the S13A prescripts.
• Claims – Ability to process various exits including Withdrawals, Retrenchments, Retirements, as well as knowledge of the full Death benefit processing in line with S37 of the PFA.
• Transfers In and Out – Ability to process S14 transfers and perform the requisite reconciliations.
• Client Servicing – Ability to address queries and resolve complaints expeditiously raised by members in both spoken (telephonically and face-to-face) and written communication (email).
• In conjunction with the Administration Manager, be accountable for the coordination of service delivery both internally and externally.
• Support the Portfolio Manager to enable efficient and effective client service.
• Ensuring all risks are mitigated and escalated where necessary.
• Report on findings of complaints to avoid reoccurrence.
• Maintaining consistent service delivery to ensure client retention and satisfaction.
• Effectively utilize IT systems to ensure accuracy of documentation.
• Ensure adherence to organizational best practices and legislative requirements.
• Maintain broad product knowledge to respond effectively and accurately to customer complaints.
• Build and maintain relationships with clients and internal and external stakeholders.
• Contribute to developing client service standards to ensure clients receive clear and accurate information and are kept informed at all times.
• Make recommendations to improve client service and fair treatment of clients.
• Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides an exceptional client experience.
• Continuously develop own expertise in industry and subject matter development and application thereof in a specialized area.
• Positively influence and manage change, offering specialist support where required.
• Contribute to continuous innovation through the development, sharing, and implementation of new ideas and involving colleagues and staff.
• Participate and contribute to a culture of work-centric thinking, productivity, service delivery, and quality management.
• Take ownership of career development.

Competencies

• Analytical thinking.
• Business acumen.
• Presentation and facilitation skills.
• Planning and organizing.
• Interpersonal relationships.

#J-18808-Ljbffr

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them, and invest for the future. We assist companies and organizations in caring for and rewarding their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms, Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at . Additional Information This is a general talent pool advertisement. By applying, you are expressing your interest in being considered for future job opportunities within our organization. Please note that this is not an active vacancy, and you may not receive an immediate response. We encourage you to apply to other relevant roles that are currently open, and we will contact you when a suitable position becomes available. Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page. Role Purpose Effective execution of retirement fund administration in line with business, legislative, and industry requirements, thereby improving overall client experience. Requirements Experience and Qualifications Matric or equivalent. 2 - 3 Years' experience in a financial services administration environment. Employee benefits experience will be an advantage. Duties & Responsibilities Taking ownership of complaints and ensuring they are resolved timeously and effectively. Providing first-time resolution on escalated complaints. Engaging in effective communication and delivering according to SLA's. Service recovery and client relationship restoration. Dealing with client requests in a competent, efficient, and professional manner. Client/Broker visits where required. Client relationship building. Prepare Employer/Broker reports. Contributions – Understanding of retirement fund contributions process, including collection, recording, reconciliation, and management of defaults in line with the S13 A prescripts. Claims – Ability to process various exits including Withdrawals, Retrenchments, Retirements, as well as knowledge of the full Death benefit processing in line with S37 of the PFA. Transfers In and Out – Ability to process S14 transfers and perform the requisite reconciliations. Client Servicing – Ability to address queries and resolve complaints expeditiously raised by members in both spoken (telephonically and face-to-face) and written communication (email). In conjunction with the Administration Manager, be accountable for the coordination of service delivery both internally and externally. Support the Portfolio Manager to enable efficient and effective client service. Ensuring all risks are mitigated and escalated where necessary. Report on findings of complaints to avoid reoccurrence. Maintaining consistent service delivery to ensure client retention and satisfaction. Effectively utilize IT systems to ensure accuracy of documentation. Ensure adherence to organizational best practices and legislative requirements. Maintain broad product knowledge to respond effectively and accurately to customer complaints. Build and maintain relationships with clients and internal and external stakeholders. Contribute to developing client service standards to ensure clients receive clear and accurate information and are kept informed at all times. Make recommendations to improve client service and fair treatment of clients. Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides an exceptional client experience. Continuously develop own expertise in industry and subject matter development and application thereof in a specialized area. Positively influence and manage change, offering specialist support where required. Contribute to continuous innovation through the development, sharing, and implementation of new ideas and involving colleagues and staff. Participate and contribute to a culture of work-centric thinking, productivity, service delivery, and quality management. Take ownership of career development. Competencies Analytical thinking. Business acumen. Presentation and facilitation skills. Planning and organizing. Interpersonal relationships. #J-18808-Ljbffr

Customer Support Consultant (POS25031)

Somerset West

R 20 000 to R 25 000 per month (negotiable depending on your experience)

Requirements:

• Training/ Educator or Consulting experience
• Bachelor's Degree in Accounting or at least 3 years of bookkeeping experience
• Proficiency in Microsoft Word, and Outlook, PowerPoint and Accounting software packages
• Excel proficiency intermediate
• Customer service / support experience will be advantageous
• Previous experience in the Property/Rental sector will be an advantage

Responsibilities :

• Creating and managing training plans with customers
• Reporting on training progress of all customers that is in training
• Work directly with client to effectively coordinate each training project to completion.
• Communicate process successes and failures to internal and external stakeholders to identify potential areas of improvement and action to ensure that the training plan stays on track.
• Provide system training to customers
• Providing customer support, resolving customer queries, recommending solutions and guiding users through features and functionalities on the system
• Assist with preparing data and uploading on to the system for new customers

Closing Date: 15 February 2025

Customer Support Consultant (POS25031) Somerset West R 20 000 to R 25 000 per month (negotiable depending on your experience) Requirements: Training/ Educator or Consulting experience Bachelor's Degree in Accounting or at least 3 years of bookkeeping experience Proficiency in Microsoft Word, and Outlook, Power Point and Accounting software packages Excel proficiency intermediate Customer service / support experience will be advantageous Previous experience in the Property/Rental sector will be an advantage Responsibilities : Creating and managing training plans with customers Reporting on training progress of all customers that is in training Work directly with client to effectively coordinate each training project to completion. Communicate process successes and failures to internal and external stakeholders to identify potential areas of improvement and action to ensure that the training plan stays on track. Provide system training to customers Providing customer support, resolving customer queries, recommending solutions and guiding users through features and functionalities on the system Assist with preparing data and uploading on to the system for new customers Closing Date: 15 February 2025

Customer Support Consultant (POS24302)

Somerset West

R 20 000 to R 25 000 per month (negotiable depending on your experience)

Requirements:

• Training/ Educator or Consulting experience
• Bachelor's Degree in Accounting or at least 3 years of bookkeeping experience
• Proficiency in Microsoft Word, and Outlook, PowerPoint and Accounting software packages
• Excel proficiency intermediate
• Customer service / support experience will be advantageous
• Previous experience in the Property/Rental sector will be an advantage

Responsibilities :

• Creating and managing training plans with customers
• Reporting on training progress of all customers that is in training
• Work directly with client to effectively coordinate each training project to completion.
• Communicate process successes and failures to internal and external stakeholders to identify potential areas of improvement and action to ensure that the training plan stays on track.
• Provide system training to customers
• Providing customer support, resolving customer queries, recommending solutions and guiding users through features and functionalities on the system
• Assist with preparing data and uploading on to the system for new customers

Closing Date: 31 October 2024

Customer Support Consultant (POS24302)

Somerset West

R 20 000 to R 25 000 per month (negotiable depending on your experience)

Requirements:

• Training/ Educator or Consulting experience
• Bachelor's Degree in Accounting or at least 3 years of bookkeeping experience
• Proficiency in Microsoft Word, and Outlook, PowerPoint and Accounting software packages
• Excel proficiency intermediate
• Customer service / support experience will be advantageous
• Previous experience in the Property/Rental sector will be an advantage

Responsibilities :

• Creating and managing training plans with customers
• Reporting on training progress of all customers that is in training
• Work directly with client to effectively coordinate each training project to completion.
• Communicate process successes and failures to internal and external stakeholders to identify potential areas of improvement and action to ensure that the training plan stays on track.
• Provide system training to customers
• Providing customer support, resolving customer queries, recommending solutions and guiding users through features and functionalities on the system
• Assist with preparing data and uploading on to the system for new customers

Closing Date: 31 October 2024

Customer Support Consultant (POS24302)

Somerset West

R 20 000 to R 25 000 per month (negotiable depending on your experience)

Requirements:

• Training/ Educator or Consulting experience
• Bachelor's Degree in Accounting or at least 3 years of bookkeeping experience
• Proficiency in Microsoft Word, and Outlook, PowerPoint and Accounting software packages
• Excel proficiency intermediate
• Customer service / support experience will be advantageous
• Previous experience in the Property/Rental sector will be an advantage

Responsibilities :

• Creating and managing training plans with customers
• Reporting on training progress of all customers that is in training
• Work directly with client to effectively coordinate each training project to completion.
• Communicate process successes and failures to internal and external stakeholders to identify potential areas of improvement and action to ensure that the training plan stays on track.
• Provide system training to customers
• Providing customer support, resolving customer queries, recommending solutions and guiding users through features and functionalities on the system
• Assist with preparing data and uploading on to the system for new customers

Closing Date: 31 October 2024