Client Services Team Leader

6 months ago


Midrand, South Africa PSG Financial Services Full time

At PSG Wealth, we are committed to delivering exceptional client experiences and providing tailored financial solutions. As a Client Services Team Lead, you will play a pivotal role in ensuring our clients receive top-notch service and support. You will lead a team dedicated to building strong client relationships, resolving inquiries efficiently, and ensuring client satisfaction remains our top priority.

**Responsibilities**:

- Supervision of workload of the team and allocation to team members to optimize service provision and administrative support across the hours of the contact centre
- Monitor and evaluate consultants´ activities and team operations
- Resolving internal and external queries from financial advisors and clients
- Communicating information regarding instructions, processes and procedures to advisors and clients
- Proactively retaining and attracting business by providing excellent service to advisors and clients
- Maintaining Monthly Attendance Record
- Maintaining Key Performance Activities (KPA)
- Performing and maintaining corrective actions where necessary to increase staff performance
- Panel-admin training of new staff
- Handling and resolving escalations, second call resolutions etc
- Drive bulk admin function communication (failed and unpaid annuities, advisor commission suspension etc)
- Identify opportunities and implement actions to streamline business processes
- Servicing and maintaining direct client and/or financial advisor base for Life and Investment Products
- Online Enrolments
- Back up to team members where necessary
- Provide support to the Client Services Manager in the development and implementation of technology and systems to ensure the most effective use of new technology and opportunities.

**Minimum requirements**:

- Minimum qualification: Financial degree (NQF Level 6)
- Preferred qualification: Post-Graduate Certificate in Financial Planning (CFP®) (or studying towards)
- Minimum of 2 year experience in a Life/LISP Call Centre/Client Services environment
- Certificate/diploma in management (or studying towards)
- Professional and friendly telephone manner
- Good understanding of mathematical calculations
- Take initiative
- Excellent time management skills
- Ability to multi-task and have good organisational capacity
- Fully Bilingual (Business writing and speaking skills in Afrikaans and English)
- Problem solving skills
- Can work independently and as part of a team
- Outcomes based training ability
- Natural leadership skills
- Detailed systems observation, attention to detail and solving arising problems.
- Ability to do performance calculations and reconciliations
- Approachable and supportive
- High ability to mediate and resolve dispute

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job Type**: Permanent

**Education**:

- Bachelors (preferred)

**Experience**:

- Team Leader: 3 years (preferred)



  • Midrand, South Africa Sanlam Full time

    **Who are we?** **Minimum Qualifications Required** - Grade 12/Standard 10/NQF 4 - RE 5 - Tertiary Qualification (FSCA Recognized) - Class of Business: Personal lines **Minimum Experience** - Minimum of 5 years’ experience in a broker or client services environment - Minimum of 5 years’ experience in a Underwriting/Policy Admen Services role - Minimum...

  • Team Leader

    6 months ago


    Midrand, South Africa ALSTOM Full time

    **Team Leader** **DESCRIPTION** At Alstom, our ambition is to be a global leader in the transportation sector, in the digital age. Leading the way to greener and smarter mobility worldwide, Alstom develops and markets integrated systems that provide the sustainable foundations for the future of transportation. Alstom offers a complete range of equipment...


  • Midrand, South Africa UT Information Technologies & Greenro Solutions Full time

    **Job Purpose** Develop team schedules and assist in the successful onboarding and training of team members. Create and communicate a clear list of expectations and goals for team members to follow. Offer emotional support to project team members and make people feel valued. **Required: Qualifications** Grade 12 Diploma / Btech Information...

  • Support Team Leader

    6 months ago


    Midrand, South Africa IG3N Full time

    **Job Overview**: As the Support Team Leader, you will play a pivotal role in leading a team of support technicians dedicated to ensuring the seamless integration and optimal performance of our lithium-ion phosphate batteries within solar energy systems. This multifaceted position requires a balance of technical expertise, leadership acumen, and a commitment...


  • Midrand, South Africa Shared Mobility Africa Full time

    **About Shared Mobility Africa**: Mobify Tracker, a dynamic division of Shared Mobility Africa, is currently seeking passionate and results-driven Call Centre Team Leader to join our rapidly growing team. If you are enthusiastic about managing and leading a team of customer service representatives to ensure exceptional customer service experience, we want to...


  • Midrand, Gauteng, South Africa Amazon Commercial Services (South Africa) (Pty) Ltd - N09 Full time

    At Amazon Commercial Services (South Africa) (Pty) Ltd - N09, we are seeking a highly skilled Regulatory Compliance Leader to join our Global Trade Services team. This exciting opportunity will enable you to work in a fast-paced and dynamic environment where no two days are the same.About the RoleThis challenging position is responsible for leading the...


  • Midrand, South Africa Jobted ZA C2 Full time

    Responsibilities: Safety, Food Safety and Staff Management Ensure full compliance to all national OHS Act requirements and company Occupational Health and Safety & Food Safety regulations and policies. Responsible and accountable for maintenance of the "5 s" in your department. Action all Internal and External Safety Audit action plans relating to your...

  • Warehouse Team Leader

    6 months ago


    Midrand, South Africa Nucom Resources Full time

    **Role Description** This is a full-time on-site role as a Team Leader located in Midrand, Responsible for ensuring that that warehouse space is kept working, tidy, organized, and free from hazards. **Qualifications** - National Senior Certificate. - Valid driver’s license. - **OWN TRANSPORT ESSENTIAL.**: - A supervisory qualification would also be...


  • Midrand, South Africa Fenris Personnel CC Full time

    Responsibilities: Safety, Food Safety and Staff ManagementEnsure full compliance to all national OHS Act requirements and company Occupational Health and Safety & Food Safety regulations and policies.Responsible and accountable for maintenance of the "5 s" in your department.Action all Internal and External Safety Audit action plans relating to your...


  • Midrand, South Africa Fenris Personnel CC Full time

    Responsibilities:Safety, Food Safety and Staff ManagementEnsure full compliance to all national OHS Act requirements and company Occupational Health and Safety & Food Safety regulations and policies.Responsible and accountable for maintenance of the "5 s" in your department.Action all Internal and External Safety Audit action plans relating to your...


  • Midrand, South Africa Hahn Collections (Pty) Ltd Full time

    Hahn Collections is looking for a strong and motivated Debt Collection Team Leader to join our team. **REQUIREMENTS**: - Matric Certificate - Tertiary qualification or course is advantageous, but not required - 3 years of debt collection call center experience, 1-2 years of management experience in debt collection - Excalibur & Swordfish Debt Collection...


  • Midrand, South Africa DSM-Firmenich Full time

    Team Leader - Liquid Production Midrand, South Africa On Site At DSM-Firmenich people are at the heart of the company. We are committed to equal employment opportunities and value diversity in the workplace. **Job Purpose** To oversee and manage the production process of liquid products within a team or department. Their role is crucial in ensuring that...

  • Team Leader

    7 months ago


    Midrand, South Africa Metropolitan Life Full time

    **Introduction** - Metropolitan is one of the services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the brand is also...

  • Process Team Leader

    1 month ago


    Midrand, South Africa Nandos Careers Full time

    Responsible for day-to-day management of the food manufacturing process, ensuring achievement of a daily plan, in compliance with business KPI’s, health and safety objectives. Responsible for supporting the Production Group Leader in achieving production targets and efficiencies. Assisting the Production Group Leader with the day-to-day management...

  • Team Leader

    6 months ago


    Midrand, South Africa Metropolitan Life Full time

    **Introduction** Metropolitan is one of the services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.Metropolitan operates in South Africa, but the brand is also...


  • Midrand, South Africa HotelJobs.co.za Full time

    We are seeking a Front Office Team Leader for our Hotel in Midrand Main duties and responsibilities: - Supervise staff to ensure courteous and efficient welcoming and departure procedures for guests - Must be compliant and well versed in Health and Safety as well as Labour Legislation - Supervise staff with regard to overall work performance and on the job...


  • Midrand, South Africa Carlysle Human Capital Full time

    About the Company:Kapsch TrafficCom South Africa (Kapsch SA) is a global leader in intelligent transportation systems (ITS) and traffic management solutions. The company specializes in delivering advanced technologies and services that improve road safety, reduce congestion, and optimize traffic flow. With a strong presence in South Africa, Kapsch SA...

  • Client Service Officer

    3 months ago


    Midrand, South Africa SACAA Full time

    **OVERALL PURPOSE OF THE JOB** - To assist in the establishment and implementation of the client/customer service system, and implementation of the SACAA Customer process map **Front Line** - Provide customer services as per the policies and procedures of the Client Relationship Management section. - Track all customer queries in the approved CRM system...

  • Team Leader

    3 months ago


    Midrand, South Africa Liquid Tech (Pty) Ltd. Full time

    Responsible for all operational tasks and activities within co-location and other operational areas. This will include activities such as planning and implementation of racks, cable trays, power distribution unit and network connectivity, ensuring compliance with defined capacity thresholds, as well as the budget for rack and cable infrastructure....

  • Team Leader

    6 months ago


    Midrand, South Africa Hahn Collections (Pty) Ltd Full time

    **Team Leadership**: - Lead, motivate, and inspire a team of debt collection agents. - Provide ongoing coaching, training, and feedback. - Foster a positive and collaborative team environment. **Performance Management**: - Monitor and evaluate individual and team performance. - Implement strategies to address performance gaps. - Conduct regular...