79 Head Of Client Relations jobs in South Africa

The role will be varied, with duties including:

• Provide Customer Service Excellence to all clients, companies and third parties.


• Assessment and validation of documentation provided as part of the data change event process to ensure a clear understanding of the client relationship is recorded with detailed rationale.


• Update and maintain client data records from simple accounts to more complex trust structures.


• You will be required to conform to the Company’s AML procedures and guidelines at all times.


• You will be required to work on a variety of projects that deliver service, create capacity, and ensure control effectiveness within the team.


• You may, from time to time, be required to undertake other activities of a similar nature within your capabilities in other teams, as requested by your line manager.


• Be actively involved in any team and company projects.

• Be detail orientated, with a high degree of accuracy


• Strong organisational and time management skills


• Strong ability to work under pressure


• Open to change and ability to work in an agile working environment


• Strong client communication skills verbal and written in relation to complex but routine matters


• Promote trust in the workplace through open and honest communication with colleagues


• Be able to effectively prioritise workloads based on customer and regulatory requirements


• Think out the box to find a solution when a problem has been identified


• Remain task focused to end result


• Inspire and motivate co-workers by maintaining a positive attitude

• 1-2 years’ experience in a similar role, within financial services


• Ms office suite


• Knowledge of Offshore & Onshore investments


• Experience in validating and verifying instructions


• Sound knowledge in identifying risk


• Offshore knowledge of regulation advantageous


• Experience in report writing advantageous

• Education at a minimum of matric level


• Tertiary level qualifications advantageous


• RE5


• Sound knowledge of FIC, AML, KYC regulation standards

At all times the Groups values should be at the heart of everything and consistency of evidence of adherence to the values will be a key aspect of the role.

Excellence – Committed to delivering meticulous testing, attention to detail and high-quality service

Integrity – Adherence to ethical testing conducted with honesty and fairness

Innovation – Ongoing delivery of purpose, support and improvement to comply with ongoing regulatory changes

At Capital International, we're more than just a company; we're a vibrant team of innovators dedicated to putting our clients at the centre of everything we do. From a small investment firm established in 1996 in the Isle of Man, we've evolved into a dynamic global team of over 240 professionals based in the Isle of Man, South Africa and Jersey, all united by a shared vision. Our significant growth over the past two decades has not dulled our commitment to the family values that were woven into our foundation. Embracing a culture of Innovation, Integrity, and Excellence, we empower our team members to think creatively and push boundaries in everything they do. Join us, and be part of a forward-thinking environment where your ideas can thrive and make a real impact in propelling us forward.

At Capital, we invest wholeheartedly in our people, offering not just competitive salaries but a comprehensive range of benefits that prioritise your well-being and career advancement. Enjoy the peace of mind that comes with private health care and life insurance, while our flexible working hours ensure you achieve the perfect work-life balance. Our pension scheme, alongside volunteering opportunities for those keen to give back, reflects our commitment to your future and our community.

We believe in empowering our team members to take charge of their growth. That’s why we provide extensive training and development programmes designed to help you drive your career forward and hone your leadership skills. Moreover, you’ll have unique access to our innovative products, allowing you to engage fully with your professional environment.

If our benefits resonate with you, you’ll also appreciate the positive and supportive atmosphere created by our welcoming colleagues. At Capital, we cultivate a culture built on trust and open communication, where collaboration is key, and every achievement is celebrated. Join us and contribute to a team that strives for excellence and values your unique insights and contributions.

• Transparent Communication : Embrace open dialogue and transparency. Your voice matters!


• Excellence Commitment : Keep promises, deliver quality work, and take ownership.


• Respectful Collaboration : Value diverse perspectives through constructive discussions.


• Result Recognition : Celebrate success and take pride in your impact.


• Team Synergy : Stand by your decisions, support your team, and take pride in our collective achievements.

Don't just watch what we accomplish, be a fundamental part of our successes, embody our behaviours and apply today!

It is the policy of Capital International to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, genetic information, or any other basis protected by law.

As a Strategic Client Support Specialist, you will be responsible for delivering high-level operational and technical support to a dynamic client base, ensuring seamless system performance and optimal fleet data management. This role bridges system know-how with customer service, supporting day-to-day client queries while overseeing driver, vehicle, and user updates within a fast-paced, mission-driven environment. You’ll play a pivotal role in resolving system issues, managing telematics data and providing insight-driven support that enhances client experience and safety outcomes.

Duties:

• Provide direct client support on DriveCam Online and other fleet management systems

• Add, remove, and update driver, user, and vehicle profiles in line with client requests

• Troubleshoot issues such as missing video events, system bugs, and backend errors

• Log technical support cases with external system providers and follow through to resolution

• Facilitate recovery of critical video events for accident investigation and compliance

• Manage user access, alerts, reporting preferences, and system permissions

• Coordinate vehicle and fleet movements, including status updates and EVR transfers

• Support mass resolution of irrelevant events and ensure alignment with internal policies

• Generate fleet reports, event logs, and hierarchy updates on demand

• Assist clients via phone and email with technical training and general support

• Arrange quotations, purchase orders, and courier logistics for stock or EVR devices

• Participate in internal improvement initiatives related to support workflows and tools

Requirements:

• Matric (Grade 12) minimum; a qualification in logistics, IT, or risk is a plus

• 2+ years of experience in client support, technical helpdesk, or fleet coordination

• Exposure to telematics, fleet tracking, or driver behaviour analytics (advantageous)

• Strong system troubleshooting and admin skills

Our client, a leading payments service provider, has an exciting opportunity for a Client Support Specialist to fulfill various administrative and support duties within a fast-paced environment. As a key entry point of networks and billers, the role will provide support across various business development and sales functions. The role requires quick turnaround times and a willingness to assist with various tasks impacting client relationships.

The ideal incumbent has excellent attention to detail and a proactive approach to resolving client problems. In addition, the candidate can multitask well under pressure.

Responsibilities include:

• Onboarding of Billers, ensuring that workflow and system requirements are met (this includes completing documents, performing compliance, know your Client (KYC) checks, and uploading all supporting documentation)
• Identify correct onboarding process for billers and direct accordingly
• Manage various portals and inboxes, ensuring compliance with specifications for applications
• Escalate any issues to the Customer Relationship Manager where applicable
• Updating of biller details on the onboarding and integration workflow system
• Perform compliance checks on billers requesting changes to their current profile
• Forward relevant documents to Accounts department for sign-off
• Assist with preparing Tender files according to company standards for tenders

Essential minimum qualifications, skills, and experience:

• 3-5 years experience in a similar customer support role
• Full understanding of the Microsoft Suite, specifically Excel (including formulas and pivots)
• Experience in the Financial Services industry with a focus on the payments industry is advantageous

General:

• While we would really like to respond to every application, should you not be contacted for this position within 15 days, please consider your application as unsuccessful.
• In keeping with our client’s employment equity requirements, only South African citizens will be considered.
• Please include your current salary and salary expectations.

Join to apply for the Service Manager: Client Support role at Momentum .

Momentum Securities provides a full range of stockbroking services supported by strong management and administrative capabilities. We pride ourselves on product innovation and client service. One of our key strengths is our ability to devise solutions for your individual needs, with all our expertise at your disposal. We provide a full range of stockbroking solutions including traditional trade executions (non-discretionary/self-managed portfolio), an advisory portfolio, full-service stockbroking services and specialist research integrating both a macro and micro market view.

The purpose of the Service Manager: Client services role is to provide guidance, instruction, direction, and leadership to the group of Client Services Specialists, to achieve key results. The team leader monitors the quantitative and qualitative output of the team, with a deep understanding of risk, compliance, the expectation of our regulators and the application thereof with in the team.

• Business related degree

• 5+ years related experience in the financial services industry
• Understanding and knowledge of the interpretation and application of the various industry bodies, i.e., JSE, FSB, FIC, NRC
• 3-5 years Supervisory Experience
• Sound knowledge of Stockbroking
• Risk and Compliance Experience advantageous

• Engagement and management of relationships with service providers and clients
• Build and maintain strong working relationships with existing institutional, internal as well as potential clients.
• Guide your team to follow-up and resolve client enquiries and problems through effective interaction with clients, product specialists, operations areas, and other internal or external staff and clients in a timely and professional manner in order to resolve queries and request for information.
• Engage in systems design and implementation to ensure quality service is delivered.
• Provide training and mentoring by making active daily contributions to help achieve team goals, targets, and successes.
• Ensure that existing projects are optimally and efficiently conducted from the Client Service perspective to support the overall Momentum Securities Client Support team, working together to create a combined centre of excellence.
• Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risks or threats.
• Ensure that the organization’s strategic objectives are communicated and translated on system design.
• Offer support to Portfolio Managers and Stockbrokers alike, across all local and international platforms and associated product offerings.

• Efficiently managed cash inflows and outflows to and from various offshore custodial providers, ensuring accurate and timely transactions.
• Successfully balanced and reconciled data on the fee account with various offshore custodial providers, maintaining financial accuracy.
• Effectively oversaw the inflow and outflow of portfolios to and from various offshore custodial providers, ensuring smooth transitions.
• Ensured timely communication and election of offshore corporate action activities, maintaining compliance and operational efficiency.
• Oversee the management fee run on the offshore platform, ensuring accurate fee calculations and collections.
• Maintained secure and reliable offshore system access, supporting operational integrity and data security.
• Oversight over the full service-offering, providing insight and assistance to clients and team members.
• Deliver meaningful and relevant reporting on operations and client services functions, highlight insights, trends, root causes, how it can be prevented in future, etc., and report on agreed intervals.
• Ensure that continuous capacity reviews take place and raise ‘red flags’ in time for proper capacity planning into the future.

• Working closely with Settlement officer to ensure that we adhere to the JSE settlement rules
• Supporting daily trade allocations and adjustments where required
• Assisting with the maintenance of data integrity and mapping of accounts on an automatic trade allocation system

• Direct daily activities within the team to meet business efficiency and execution goals
• Proactively lead and shape new initiatives to meet organizational goals.
• Keep abreast of economic trends and developments within MMI’s investment environment
• Identify opportunities to continuously enhance and improve client engagement
• Continuous identification and implementation of best practice process and policies to guide the team and inform service improvements.
• Ensures that there is enough staff in place to meet the fluctuating demands of clients by effectively interpreting call volumes, ad hoc projects, and month end activities
• Assists with client escalations, complaints, and queries.
• Actively improve your and your teams’ performance, and drive personal development, including continuously improving knowledge and skills for personal growth and development.
• Continuously develop own and teams’ expertise in terms of professional, industry, risk, compliance, and legislative knowledge.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional consistent client service.
• Promote the Securities’ GRIT values and inspire the team.
• Proactively and positively manage internal and external expectations through periods of change.
• Promote our Strategic Objectives and Goals: Quality and Experience

• Take high-level responsibility for managing both reputational and financial risk, because of processing instructions as well as interactions, with both internal and external clients.
• Oversee the management and resolution of escalated client complaints/enquiries received through various channels and platforms.
• Drive the complaints management approach - review and track report prepared, recorded, and monitored by yourself on client escalated enquiries, complaints, client feedback processes and error corrections, and ensure that queries are tracked, accurately resolved, and used as a mechanism to improve client service and business processes, and report on agreed intervals.
• Coach, guide and offer advice to the team to ensure that all complaints are acknowledged and responded to within agreed SLAs, and/or escalated when required.

• Guide the team to actively look for opportunities to enhance operational efficiencies to improve service delivery and quality, as well as to decrease cost, and pursue them. Inspire the Service Managers and their teams to proactively contribute ideas for continuous improvement.
• Ensure that you always evaluate the operational processes for quality, effectiveness, and service experience, and propose adjustments as required.
• Develop standard operating procedures in order to implement the optimal processes and procedures (effective, efficient and high-quality output). Ensure that it is kept relevant and up to date.
• Manage financial and other company resources under your control with due respect.
• Ensure that you pro-actively identify, evaluate, report and manage the risks in your area of responsibility by reviewing functions, processes, procedures, systems etc., ensuring that adequate controls are in place to mitigate risk.
• Review the control environment and culture to ensure that current controls are effective and efficient.
• Ensure that you implement and monitor the application of good governance and treat customers fairly (TCF) principles, as well as legislative compliance within the client service teams.
• Taking high-level responsibility for the teams internal and external audit as well as compliance reports – ensuring that the Service Managers provide feedback promptly, and that any system/process/procedure/etc. is amended or improved to prevent repetition of failure or risk in the future.

• Checking things : Is meticulous in finding errors; ensures accuracy by being thorough and checking details; produces high quality work by being detailed.
• Examining information : Analyses and processes information; asks probing questions; strives to find solutions to problems.
• Following procedures : Conforms and adheres to rules; closely follows instructions and procedures; minimises risks by sticking to processes.
• Managing tasks : Manages tasks by being organised and methodical; plans activities systematically; sets priorities for tasks.
• Taking action : Takes action to make things happen; uses initiative to start things up; shows drive and invests personal energy.
• Upholding standards : Behaves ethically and justly; is discreet and maintains confidentiality; meets commitments by acting with integrity.
• Conveying self confidence : Is self-assured and projects inner confidence; is confident and determines own future; values own contributions.
• Deciding and Initiating Action: Makes prompt, clear decisions, which may involve tough choices or considered risks. Takes responsibility for actions, projects and people. Takes initiative, acts with confidence, and works under own direction. Initiates and generates activity.
• Delivering results and meeting customer expectations: Focuses on customer needs and satisfaction. Sets high standards for quality and quantity. Monitors and maintains quality and productivity. Works in a systematic, methodical, and orderly way. Consistently achieves project goals.
• Persuading and Influencing: Makes a strong personal impression on others. Gains clear agreement and commitment from others by persuading, convincing and negotiating. Promotes ideas on behalf of self or others. Manages conflict. Makes effective use of political processes to influence and persuade others.
• Directing people : Is comfortable leading people; coordinates and directs groups; seeks to control things.

Enquiries:

• Mid-Senior level

• Full-time

• Other

Capital International is looking for a hardworking professional to join the Cape Town Client Servicing team and provide high quality services to our clients and internal investment operational teams.

• Responsible for the client support queue and cases to always ensure excellent client service turn around times
• Maintain all necessary controls to role and strive to eradicate errors, and in this fostering a strong working relationship with our compliance and Internal Audit teams to ensure the department meets its legislative and regulatory requirements
• Serve as the primary point of contact for assigned clients
• Assist in compiling quality control checks and MI for the Manager
• Manage and train new members of the team in the different procedures and systems
• Strive for continuous improvement
• Develop service procedures. Polices and standards or service
• Responsible and accountable for adherence to the Company’s AML procedures and the PFCM within the team at all times
• Assist the CS Manager with all Quality Control checks required
• Manage and delegate workloads within the team to ensure maximum productivity
• Leading the team to take ownership of client issues, following problems through to resolution and liaising between teams and departments to resolve queries when required. These include, but are not limited to: Maintaining up-to-date client records including verifying and updating client details, updating bank details and changes of address etc; processing account closures, death claims, payments in and out, resolving negative balances on accounts
• Producing statements and valuation reports
• Processing client withdrawal requests
• Commission queries and or corrections
• Project updates that may be required
• Maintain an orderly workflow according to priorities
• Support other members of the Group Business Development team including Relationship Management, Business Development, Investment Management, marketing and manage projects as required
• Be actively involved in any team and company projects
• Assist and share your knowledge of operational corrections
• Complete the annual CPD hours required.

• Experience required: Excellent knowledge of best practice, regulatory and legal requirements of an FSA regulated financial institution
• Minimum 12 - 24 months experience of Client Services and administration in the offshore Financial Services industry
• Minimum 12 months in a leadership role managing a team of people
• Bachelors Degree or equivalent tertiary level qualification

• Ambitious
• Strong planning and organizational skills
• Detail orientated with high accuracy
• Strong communication skills, both written and verbal
• Strong team worker and ability to take initiative
• Able to work out of normal hours if required
• Analytical mindset with a focus on client success metrics
• Ability to interpret data and generate actionable insights
• Ability to align client goals with business objectives
• Ability to mentor and develop junior team members
• Collaborative mindset with a focus on team success
• Ability to work under pressure and meet tight deadlines
• Critical Thinker

At all times the Groups values should be at the heart of everything and consistency of evidence of adherence to the values will be a key aspect of the role.

Excellence – You will be actively finding ways to ensure that the service we offer our clients, both internal and external, is faultless. Developing yourself and others to be the very best at what you/they do and to be the very best version of themselves/yourself.

Integrity – We are a regulated Investment firm and as a result everything you do must be driven by impeccable ethics. Trust and integrity are key to this and all roles.

Innovation – As a leader in your field, you will be instrumental in driving the organisation forward in terms of new solutions, new technological outcomes, and new ways of working, ensuring we can continue to deliver our objectives against cost, value, and service.

At Capital International, we're more than just a company; we're a vibrant team of innovators dedicated to putting our clients at the centre of everything we do. From a small investment firm established in 1996 in the Isle of Man , we've evolved into a dynamic global team of over 240 professionals based in the Isle of Man, South Africa and Jersey, all united by a shared vision. Our significant growth over the past two decades has not dulled our commitment to the family values that were woven into our foundation. Embracing a culture of Innovation, Integrity, and Excellence, we empower our team members to think creatively and push boundaries in everything they do. Join us, and be part of a forward-thinking environment where your ideas can thrive and make a real impact in propelling us forward.

At Capital, we invest wholeheartedly in our people, offering not just competitive salaries but a comprehensive range of benefits that prioritise your well-being and career advancement. Enjoy the peace of mind that comes with private health care and life insurance, while our flexible working hours ensure you achieve the perfect work-life balance. Our pension scheme, alongside volunteering opportunities for those keen to give back, reflects our commitment to your future and our community.

We believe in empowering our team members to take charge of their growth. That’s why we provide extensive training and development programmes designed to help you drive your career forward and hone your leadership skills. Moreover, you’ll have unique access to our innovative products, allowing you to engage fully with your professional environment.

If our benefits resonate with you, you’ll also appreciate the positive and supportive atmosphere created by our welcoming colleagues. At Capital, we cultivate a culture built on trust and open communication, where collaboration is key, and every achievement is celebrated. Join us and contribute to a team that strives for excellence and values your unique insights and contributions.

• Transparent Communication : Embrace open dialogue and transparency. Your voice matters!
• Excellence Commitment: Keep promises, deliver quality work, and take ownership.
• Respectful Collaboration: Value diverse perspectives through constructive discussions.
• Result Recognition: Celebrate success and take pride in your impact.
• Team Synergy: Stand by your decisions, support your team, and take pride in our collective achievements.

Don't just watch what we accomplish, be a fundamental part of our successes, embody our behaviours and apply today!

It is the policy of Capital International to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, genetic information, or any other basis protected by law.

Optimi is looking for self-driven individuals with excellent customer service skills to join our rapidly growing company in the Client Engagement Team. Successful candidates must be exceptional team players with a positive outlook and strong communication and interpersonal skills.

• Grade 12
• Certificate in Client Services or similar
• 1 year of Client Services/Call Centre experience
• A customer service-oriented attitude
• Familiarity with Microsoft Office suite (Word, Excel)
• Ticketing system: Zoho Desk/similar
• Proficiency in English, both verbally and in written communication
• Fluent in Afrikaans (advantageous)

• Be professional at all times and ensure customer satisfaction is maintained and takes the highest priority.
• Provide professional customer support by communicating with customers through various channels.
• Focusing on first-call resolutions and escalating issues to the manager.
• Be adaptable to different types of clients and scenarios, such as assisting clients who require support in person.
• Maintain in-depth product knowledge and educate customers about our products.
• Monitor and approve client postings to Facebook as per the guidelines provided.
• Manage transferred and escalated enquiries through the management enquiry system and give feedback to clients.
• Respond to client queries efficiently and effectively
• Always stay up to date in terms of CAMI
• Handle all tickets in line with SOP for the ticketing system (Zoho Desk)
• Assist colleagues with overflow work

The position is based in Centurion.

Should you not receive a call from us in 14 days, please consider your application unsuccessful.

Family-Friendly Hours & Work from Home

Fast-Growing Digital Marketing Leader

In 2004, Steve Anson and Bill Esteb founded Vortala with a simple vision to help doctors grow their practice using the Internet. Today, our dedicated team of 85 marketing professionals serve thousands of healthcare practices worldwide. Busy doctors trust Vortala to manage their practice website and lead their digital marketing strategy.

Our core values are Trust, Service and Innovation. Our team culture is based on practicing an Outward Mindset which is the simple idea that, “our success is a by-product of helping others succeed.”

As a Client Support Specialist, you’ll partner with our North American clients in supporting their high performing practice websites by assisting with website edits, answering client questions and providing guidance on maximizing clients’ online marketing efforts. To keep pace with the ever-changing digital landscape, you’ll be provided with ongoing training and development opportunities.

Reporting to the Team Leader – Client Support, you’ll work with our allied healthcare brand, Perfect Patients, and Smile Marketing (dentists) building relationships and ensuring customer satisfaction.

Your specific role responsibilities include, but are not limited to:

• Answering incoming support calls, email and chat from live clients regarding their website and plan type service
• Troubleshooting technical issues and resolving any customer requests or complaints in a prompt and professional manner
• Advising live clients on new digital marketing methods to maximize site performance
• Coordinating with internal teams to complete client requests

To be invited for an interview, you should possess the following skills and experience:

• An upbeat, positive phone manner that exudes confidence and trust to our clients
• Direct client service experience (via phone and email) and a passion for providing exceptional service
• Superior written and verbal communication skills
• Basic HTML skills
• Basic Photoshop skills
• Basic digital marketing skills (including SEO and social media)
• Excellent organizational and time management skills

Experience in the health profession and working with doctors is desirable but not essential. Although there is some flexibility on the work schedule, you would need to work the majority of your day during normal U.S. business hours 9am-5pm EDT/EST (3pm-11pm SAST).

Our mantra is, “the company can only grow as fast as its people.” This means we’re committed to your ongoing personal and professional development including weekly individual and team development activities. This is a full-time position with flexible, family-friendly hours. You’ll work from the comfort of your home office and connect with your colleagues worldwide using the most advanced online collaboration tools. Vortala is a fast-growing, equal opportunity employer riding the healthcare and technology wave. Ready for a new challenge with a company that cares deeply about you and your development?