75 Webhelp jobs in South Africa

• Provide Tier 1 and Tier 2 Moodle support via ticketing, email, and client calls
  
• Resolve queries around user enrolments, permissions, navigation, and activity configuration
  
• Assist instructors with gradebook setup, quizzes, forums, SCORM, H5P, and course duplication
  
• Support course category and role configuration, enrolment keys, group settings, and notifications
  
• Triage support tickets and ensure accurate, timely resolution updates to clients
  

• Create and manage courses, backups, and restorations
  
• Configure enrolment methods, roles, and categories in line with client needs
  
• Conduct functional testing of plugin updates and Moodle version releases
  
• Maintain Moodle SOPs and client-specific user guides
  
• Document known issues and platform changes in collaboration with the technical team
  

• Act as the operational contact point for client-facing functional requests
  
• Schedule upgrade windows, test sessions, and planned changes with clients
  
• Deliver onboarding and training sessions to new instructors and administrators
  
• Maintain training materials and follow up on satisfaction after support or training events
  
• Coordinate with internal departments (Technical, Publishing, Content, Sales) to deliver seamless client support
  

• Maintain clear records of client issues, resolution patterns, and documentation gaps
  
• Contribute to service usage tracking, client performance reports, and contract renewals
  
• Assist in preparing quotes, notices, or communications tied to functional services
  
• Log and categorise issues to inform platform or content service improvements
  

• National Diploma or Bachelor’s degree in Information Systems, Educational Technology, Instructional Design, or related field
  
• Minimum 2 years of direct experience supporting Moodle (as admin, trainer, or helpdesk)
  
• Familiarity with Moodle's admin tools, activity configuration, and role/enrolment structures
  
• Excellent verbal and written communication skills
  
• Experience working directly with instructors, training facilitators, or course builders
  
• Comfortable working in a ticketing system (e.g. Freshdesk, Zendesk, or similar)
  

• Moodle Educator Certificate (MEC) or relevant Moodle Academy coursework
  
• Experience with SCORM, H5P, Zoom/Teams integrations, and the Moodle mobile app
  
• Exposure to data privacy or accessibility standards (e.g., POPIA, GDPR, WCAG 2.1)
  
• Background in training coordination, instructional support, or client onboarding
  
• Experience maintaining user-facing documentation and release communications
  

• Reliable – Delivers consistently and meets deadlines
  
• Proactive – Follows through, follows up, and prevents issues before they escalate
  
• Structured – Documents clearly and builds repeatable processes
  
• Client-focused – Communicates calmly and clearly with non-technical users
  
• Collaborative – Works well across teams (Publishing, Tech, Sales, Content)
  
• Technically Curious – Continuously learns Moodle features and admin options
  

Please submit your CV and a short motivation letter detailing your experience with Moodle support. Please included the names, email addresses and telephone details of three referees we may contact.

Only shortlisted candidates will be contacted.

• All shortlisted candidates may be required to participate in relevant skills assessments and psychometric tests as part of the selection process.
  
• Applications will only be considered after the closing date or if they comply with at least the minimum requirements.
  
• Ms Hannah Boast , for application-related enquiries.
  
• AOSIS is committed to equality, employment equity and diversity. In accordance with the Employment Equity Plan of AOSIS and its Employment Equity goals and targets, preference may be given but is not limited to candidates from under-represented designated groups.
  
• All candidates who comply with the requirements for appointment are invited to apply.
  
• All candidates agree to undergo verification of personal credentials and criminal and credit checks (if applicable).
  
• AOSIS reserves the right not to fill the advertised positions.
  
• Applicants should be South African citizens, permanent residents with a bar-coded ID, or possess a valid work visa or permit.
  
  

Durbanville, South Africa | Posted on 18/06/2025

Are you a methodical problem solver with a service mindset and a working knowledge of Moodle? We're hiring a Moodle Functional Support & Client Coordinator to deliver daily LMS support, guide clients through functional configuration challenges, and ensure consistent onboarding and training experiences.

In this role, you’ll be the first line of contact for educators and administrators using Moodle. You’ll respond to queries, assist with course-level setups, test new features, manage tickets, and ensure that functional documentation is always clear and up to date. You'll also coordinate with our technical specialist, publishing teams, and clients to ensure smooth LMS operations across multiple institutions.

This role is ideal for someone who enjoys structured support work, is confident working with instructors, and thrives in client-facing environments.

• Provide Tier 1 and Tier 2 Moodle support via ticketing, email, and client calls
• Resolve queries around user enrolments, permissions, navigation, and activity configuration
• Assist instructors with gradebook setup, quizzes, forums, SCORM, H5P, and course duplication
• Support course category and role configuration, enrolment keys, group settings, and notifications
• Triage support tickets and ensure accurate, timely resolution updates to clients

• Create and manage courses, backups, and restorations
• Configure enrolment methods, roles, and categories in line with client needs
• Conduct functional testing of plugin updates and Moodle version releases
• Maintain Moodle SOPs and client-specific user guides
• Document known issues and platform changes in collaboration with the technical team

• Act as the operational contact point for client-facing functional requests
• Schedule upgrade windows, test sessions, and planned changes with clients
• Deliver onboarding and training sessions to new instructors and administrators
• Maintain training materials and follow up on satisfaction after support or training events
• Coordinate with internal departments (Technical, Publishing, Content, Sales) to deliver seamless client support

• Maintain clear records of client issues, resolution patterns, and documentation gaps
• Contribute to service usage tracking, client performance reports, and contract renewals
• Assist in preparing quotes, notices, or communications tied to functional services
• Log and categorise issues to inform platform or content service improvements
  

• National Diploma or Bachelor’s degree in Information Systems, Educational Technology, Instructional Design, or related field
• Minimum 2 years of direct experience supporting Moodle (as admin, trainer, or helpdesk)
• Familiarity with Moodle's admin tools, activity configuration, and role/enrolment structures
• Excellent verbal and written communication skills
• Experience working directly with instructors, training facilitators, or course builders
• Comfortable working in a ticketing system (e.g. Freshdesk, Zendesk, or similar)

• Moodle Educator Certificate (MEC) or relevant Moodle Academy coursework
• Experience with SCORM, H5P, Zoom/Teams integrations, and the Moodle mobile app
• Exposure to data privacy or accessibility standards (e.g., POPIA, GDPR, WCAG 2.1)
• Background in training coordination, instructional support, or client onboarding
• Experience maintaining user-facing documentation and release communications
• Reliable – Delivers consistently and meets deadlines
• Proactive – Follows through, follows up, and prevents issues before they escalate
• Structured – Documents clearly and builds repeatable processes
• Client-focused – Communicates calmly and clearly with non-technical users
• Collaborative – Works well across teams (Publishing, Tech, Sales, Content)
• Technically Curious – Continuously learns Moodle features and admin options

Please submit your CV and a short motivation letter detailing your experience with Moodle support. Please included the names, email addresses and telephone details of three referees we may contact.

Only shortlisted candidates will be contacted.

• All shortlisted candidates may be required to participate in relevant skills assessments and psychometric tests as part of the selection process.
• Applications will only be considered after the closing date or if they comply with at least the minimum requirements.
• AOSIS is committed to equality, employment equity and diversity. In accordance with the Employment Equity Plan of AOSIS and its Employment Equity goals and targets, preference may be given but is not limited to candidates from under-represented designated groups.
• All candidates who comply with the requirements for appointment are invited to apply.
• All candidates agree to undergo verification of personal credentials and criminal and credit checks (if applicable).
• AOSIS reserves the right not to fill the advertised positions.
• Applicants should be South African citizens, permanent residents with a bar-coded ID, or possess a valid work visa or permit.
  

Durbanville, South Africa | Posted on 18/06/2025

Are you a methodical problem solver with a service mindset and a working knowledge of Moodle? We're hiring a Moodle Functional Support & Client Coordinator to deliver daily LMS support, guide clients through functional configuration challenges, and ensure consistent onboarding and training experiences.

In this role, you’ll be the first line of contact for educators and administrators using Moodle. You’ll respond to queries, assist with course-level setups, test new features, manage tickets, and ensure that functional documentation is always clear and up to date. You'll also coordinate with our technical specialist, publishing teams, and clients to ensure smooth LMS operations across multiple institutions.

This role is ideal for someone who enjoys structured support work, is confident working with instructors, and thrives in client-facing environments.

• Provide Tier 1 and Tier 2 Moodle support via ticketing, email, and client calls
• Resolve queries around user enrolments, permissions, navigation, and activity configuration
• Assist instructors with gradebook setup, quizzes, forums, SCORM, H5P, and course duplication
• Support course category and role configuration, enrolment keys, group settings, and notifications
• Triage support tickets and ensure accurate, timely resolution updates to clients

• Create and manage courses, backups, and restorations
• Configure enrolment methods, roles, and categories in line with client needs
• Conduct functional testing of plugin updates and Moodle version releases
• Maintain Moodle SOPs and client-specific user guides
• Document known issues and platform changes in collaboration with the technical team

• Act as the operational contact point for client-facing functional requests
• Schedule upgrade windows, test sessions, and planned changes with clients
• Deliver onboarding and training sessions to new instructors and administrators
• Maintain training materials and follow up on satisfaction after support or training events
• Coordinate with internal departments (Technical, Publishing, Content, Sales) to deliver seamless client support

• Maintain clear records of client issues, resolution patterns, and documentation gaps
• Contribute to service usage tracking, client performance reports, and contract renewals
• Assist in preparing quotes, notices, or communications tied to functional services
• Log and categorise issues to inform platform or content service improvements
  

• National Diploma or Bachelor’s degree in Information Systems, Educational Technology, Instructional Design, or related field
• Minimum 2 years of direct experience supporting Moodle (as admin, trainer, or helpdesk)
• Familiarity with Moodle's admin tools, activity configuration, and role/enrolment structures
• Excellent verbal and written communication skills
• Experience working directly with instructors, training facilitators, or course builders
• Comfortable working in a ticketing system (e.g. Freshdesk, Zendesk, or similar)

• Moodle Educator Certificate (MEC) or relevant Moodle Academy coursework
• Experience with SCORM, H5P, Zoom/Teams integrations, and the Moodle mobile app
• Exposure to data privacy or accessibility standards (e.g., POPIA, GDPR, WCAG 2.1)
• Background in training coordination, instructional support, or client onboarding
• Experience maintaining user-facing documentation and release communications
• Reliable – Delivers consistently and meets deadlines
• Proactive – Follows through, follows up, and prevents issues before they escalate
• Structured – Documents clearly and builds repeatable processes
• Client-focused – Communicates calmly and clearly with non-technical users
• Collaborative – Works well across teams (Publishing, Tech, Sales, Content)
• Technically Curious – Continuously learns Moodle features and admin options

Please submit your CV and a short motivation letter detailing your experience with Moodle support. Please included the names, email addresses and telephone details of three referees we may contact.

Only shortlisted candidates will be contacted.

• All shortlisted candidates may be required to participate in relevant skills assessments and psychometric tests as part of the selection process.
• Applications will only be considered after the closing date or if they comply with at least the minimum requirements.
• AOSIS is committed to equality, employment equity and diversity. In accordance with the Employment Equity Plan of AOSIS and its Employment Equity goals and targets, preference may be given but is not limited to candidates from under-represented designated groups.
• All candidates who comply with the requirements for appointment are invited to apply.
• All candidates agree to undergo verification of personal credentials and criminal and credit checks (if applicable).
• AOSIS reserves the right not to fill the advertised positions.
• Applicants should be South African citizens, permanent residents with a bar-coded ID, or possess a valid work visa or permit.
  

We are seeking a candidate who is eager to embrace challenges and tackle them head-on. The ideal individual will be goal-driven, self-motivated, and proactive in their approach to achieving success.

Responsibilities:
• Serve as the primary point of contact for clients, addressing inquiries, concerns, and requests promptly and professionally.
• Cultivate and maintain strong, lasting relationships with clients by understanding their unique needs and requirements.
• Collaborate with internal teams to ensure client satisfaction and the successful delivery of projects.
• Effectively communicate client feedback and requirements.
• Work closely with the sales team to onboard new clients and facilitate a smooth transition process.
• Monitor client accounts and track key performance indicators to ensure client retention and growth.
• Address and resolve any issues or conflicts that arise during client engagements, ensuring positive outcomes.

Requirements:
• At least one year of client liaison experience (preferred).
• Proven experience in a client-facing role, ideally within a similar industry or environment.
• Exceptional interpersonal and communication skills, with the ability to establish rapport and build trust with clients.
• Strong organizational and multitasking abilities, with a keen attention to detail and efficiency.
• Excellent problem-solving skills and the ability to think critically and act decisively in high-pressure situations.
• Proficiency in customer relationship management (CRM) software and the Microsoft Office suite.
• Ability to adapt to and accommodate varying client needs and preferences.
• Knowledge of sales techniques and strategies is an advantage.

Work Hours:
• Monday to Friday: 08:00 - 17:00
Please note that this is a full-time position.

Salary Range:
• R6,000 – R14,000 per month, based on experience and qualifications.

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

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.

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

Role Purpose

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.

Requirements

QUALIFICATIONS AND EXPERIENCE

Qualifications:

• 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
  
  

• 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 adjustment 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.
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Other

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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Salary : R204,000 per annum (market-related, subject to experience)

Job Description

We are seeking a dedicated and professional Client Support Officer to deliver exceptional service to clients. The successful candidate will handle client inquiries, resolve issues, and maintain strong relationships to ensure client satisfaction. This role involves managing client communications, processing requests, and collaborating with internal teams to meet client needs.

Key Responsibilities

Respond to client inquiries via phone, email, or in-person, ensuring timely and accurate resolutions.

Process client requests, including orders, complaints, and account updates.

Maintain accurate client records in CRM systems and generate reports as needed.

Build and nurture positive relationships with clients to enhance retention and satisfaction.

Collaborate with internal teams (e.g., sales, technical support) to address client requirements.

Identify opportunities to improve client experience and provide feedback to management.

Ensure compliance with company policies and South African labor and consumer protection regulations.

Educational Qualifications

South African High School Qualification : National Senior Certificate (Matric / Grade 12) with passes in Mathematics and English.

Tertiary Qualification (Advantageous) :

National Certificate Vocational (NCV) Level 4 in Office Administration or Marketing from an accredited TVET College.

OR National Diploma (N4-N6) in Business Management, Customer Service, or Office Administration from a TVET College.

OR Diploma / Degree in Business Administration, Customer Service, Marketing, or a related field from a recognized university.

Experience and Skills

0-2 years of experience in customer service, client support, or a related role (experience in a TVET or client-facing environment is an advantage).

Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM software (e.g., Salesforce, Zoho, or HubSpot is advantageous).

Excellent communication, interpersonal, and problem-solving skills.

Ability to handle high-pressure situations and multitask in a fast-paced environment.

Basic understanding of South African tax laws and compliance (e.g., PAYE, UIF, SDL) is a plus.

Additional Requirements

Ability to undergo vetting processes (citizenship, criminal checks, qualification verification).

Package and Benefits

In compliance with South African labor laws, the remuneration package includes :

Basic Salary : R204,000 per annum, subject to annual review based on performance.

Statutory Benefits :

Contribution to Unemployment Insurance Fund (UIF) as per the Unemployment Insurance Act.

Skills Development Levy (SDL) contributions for ongoing training and development.

Pay-As-You-Earn (PAYE) tax deductions as per South African Revenue Service (SARS) regulations.

Additional Benefits :

Medical aid contribution (50% employer contribution to a registered medical scheme).

Pension / provident fund contribution (7.5% employer contribution, matched by employee).

Annual performance-based bonus (discretionary, typically 1-2 months salary).

21 days of annual leave, plus public holidays as per the Basic Conditions of Employment Act.

Paid sick leave (30 days over a 3-year cycle) and family responsibility leave (5 days per annum).

Professional Development : Access to training programs and learnerships to enhance skills in client service and relationship management.

Application Process

Submit a comprehensive CV with three contactable references.

Include certified copies of qualifications (not older than three months).

Shortlisted candidates will undergo a vetting process, including citizenship, criminal, and qualification checks.

Correspondence will be limited to shortlisted candidates.

Notes

Late applications will not be accepted.

The employer is committed to diversity and equity in employment, in line with South African labor laws.

We are an equal opportunity employer and encourage applications from all qualified candidates.

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?

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 MMH241017-1 role at Momentum

Join to apply for the Service Manager: Client Support MMH241017-1 role at Momentum

Role Purpose

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.

Requirements

QUALIFICATIONS AND EXPERIENCE

Qualifications

• 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
  
  

• 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 adjustment 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.
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Other

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