90 Webhelp jobs in South Africa

Moodle Functional Support & Client Coordinator (On-Site) 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. Key Responsibilities User & Functional Support 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, H5 P, 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 Functional Site Management 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 Client Coordination & Training 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 Process & Service 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 Requirements Required Qualifications and Experience Minimum Requirements 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) Preferred Qualifications Moodle Educator Certificate (MEC) or relevant Moodle Academy coursework Experience with SCORM, H5 P, 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 Application Instructions 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. Other important information: 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. #J-18808-Ljbffr

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.

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.

Qualifications and experience

• 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

Duties & Responsibilities

• 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.

Management and monitoring of international offering

• 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.

Trade Support

• 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

People Management

• 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

Escalations, complaints, errors, client feedback

• 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.

Processes, procedures, systems, efficiencies, cost effectiveness

• 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.

Competencies

• 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:

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other

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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. 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. Qualifications and experience 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 Duties & Responsibilities 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. Management and monitoring of international offering 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

FORTNA partners with the worlds leading brands to transform omnichannel and parcel distribution operations. Known world-wide for enabling companies to keep pace with digital disruption and growth objectives we design and deliver solutions powered by intelligent software to optimize fast accurate and cost-effective order fulfillment and last mile delivery. Our people innovative approach and proprietary algorithms and tools ensure optimal operations design and material and information flow. We deliver exceptional value every day to our customers with comprehensive services and products including network strategy distribution center operational design and implementation material handling automated equipment robotics and a comprehensive suite of lifecycle services.

FORTNA believes in fostering a workplace that isn’t just a job but a movement, a collective effort to redefine success and transform challenges into opportunities. Join the Movement encapsulates our commitment to a workplace culture that thrives on collaboration, celebrates diversity and empowers every individual to contribute to something greater than Team. Our Approach.

This position will be responsible for providing leadership to Client Support Team Leads and Specialists building and maintaining strong relationships with Fortna clients, active monitoring of client systems and follow through of case resolution.

Responsibilities

Management

• Providing guidance to all associates within the department so they have the tools to do their jobs most effectively.
• Maintaining organization within the Client Support department to ensure the department runs most efficiently and inbound call queue and email queue. Monitoring staff for optimal ASA.
• Keeping Client Support associates informed of information handed down from senior management.
• Ensuring that proper daily staffing is maintained regarding time-off and volume needs.
• Holding weekly meetings with the Client Support team to go over cases and other topics needed to be discussed.
• Participating with potential new hire interviews.
• Coordinating internal project work with team and Manager of Client Support Services.
• Managing client education through training webinars.
• Maintaining a responsible financial structure of the Client Support team and expenditures.
• Managing staffing requirements and planned development based on future new and existing client growth.
• Strengthening relationships between departments.

Team Leadership

• Helping during critical client issues in keeping multiple departments engaged so a most efficient resolution can be obtained.
• Providing guidance to Team Leads and Client Support Specialists with new and existing cases to help bring them to an efficient resolution.
• Holding training sessions with associates to help them better understand existing and new technologies.
• Developing new processes as needed to keep Client Support ahead of the technology curve.
• Managing the transition from delivery to support with new and existing client projects.

Client Relationship

• Traveling to client sites when a Fortna Client Support presence is required.
• Keeping Client relationships in the forefront maintaining contact with key client stakeholders.
• Reviewing year-end review report with clients to provide leadership on areas needing improvement and also commend on successes made.
• Providing clients with month end reviews of their cases for each month.

REQUIRED QUALIFICATIONS :

• Proven leadership skills
• Experience in handling client cases
• Detailed knowledge of the entire case process
• Proficiency with generating reading and understanding reports.
• Exceptional communication skills (verbal & written).
• Ability to motivate and maintain a high level of team member engagement.
• Ability to multi-task efficiently.
• Proficient with all Fortna related applications (MS office vpn clients etc.).
• Have the ability to follow direction accurately and efficiently.
• Ability to work under stressful conditions and react appropriately.
• Detail oriented.

WORKING CONDITIONS : When duties are performed in a typical office environment extended periods of sitting at a desk and viewing a computer screen will be required. Also required is the ability to talk and hear in person and by telephone; use of hands to handle feel or operate standard office equipment; and ability to reach with hands and arms. Associates are frequently required to walk and stand. The noise level in this work environment is usually quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.

Travel & Physical Requirements: When travelling to Client sites essential requirements of this position may require physical presence in various environments and locations. Physical stamina may be required for prolonged standing, bending, stooping and/or working in cramped quarters. Exposure to potentially dangerous tools and equipment amidst a variety of building materials is probable as is occasional exposure to moving mechanical parts. The noise level in the work environment can vary from being relatively quiet to moderate to excessive. Safety shoes or boots may be required in certain situations. Additional safety clothing including gloves, hardhats and devices to protect eyes, mouth or hearing will be worn as necessary.

This position description should not be considered all-inclusive.

Required Experience : Manager

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Employment Type : Full-Time

Experience : years

Vacancy : 1

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Responsibilities

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.

Skills and Competencies

• 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

Experience

• 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 and Certification

• 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

Who we are

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.

Benefits

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.

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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

Client Support Specialist

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.

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Overview

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.

Responsibilities

• 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.

Qualifications and Experience

• 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

Skills Required

• 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

Values and culture

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.

Who we are

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.

Our promise to you

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.

Benefits

• 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.

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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.

REQUIREMENTS

• 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)

DUTIES

• 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.

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