Client Services Manager

6 months ago

Johannesburg, South Africa Smith Garb Full time

Gauteng, JHB - Northern Suburbs
- R540 000 Annually Cost To Company (Negotiable)

Investment concern, based in the north of Johannesburg, is looking for a Client Services Manager to join their team. This is a hybrid role within a lovely company.

**Qualifications and Experience**:

- Matric **essential**:

- BCom Business/ Administration/ Marketing/ Finance/ Investments or related Degree **essential**:

- Hons Degree **advantageous**:

- Knowledge of systems such as Xero/ Pastel, and bulk trading** essential**:

- Category III Financial Services Provider Financial Management, Team Management **advantageous**

**Overview**
- To oversee and manage the day-to day operational and financial administrative duties primarily the processing of bulk instructions, banking transactions, reconciliations and operational and client service duties
- Overseeing and managing instruction approvals, tasks and questions from administrators and management
- Identifying and resolving training needs and gaps of the team and the ensuring daily internal controls are followed
- Reporting, ad hoc business projects and testing, escalations/complaints feedback/resolution, and any other related duties

**Duties**:

- Oversee the take-on processes for new clients
- Banking, Trading, settlement and Recon investments
- UT & ETF distributions
- Excel reports
- System reports to Manco’s /IFAs
- Escalation of telephonic queries
- Web portal and sales force support
- New product development products
- UT and ETF distribution assitance and approval
- Assist with regulatory reports sumissions as and when required
- Manage general daily operational capacity planning / team roster
- Regular checks on backlogs / team up to date with their duties
- Assist senior management with preparation of reports, or any day to day tasks/adhoc projects
- Interact with clients/IFAs/Manco’s to confirm/assist with client investments/resolve queries
- Assist management with SLA, fund loading, price queries.
- TAU system /deployment testing as and when required
- Oversee team’s JIRA workflow checking, capturing, follow-up and maintaining
- Ensuring adherence to SLAs and accuracy of instructions
- Identify and assist with team training needs and updating training registers
- Client service quality assurance and feedback
- Structured Product Listings and BND report
- Structured Product Maturity calculations and distribution to team members for capturing

For more information please contact:

- Crystal Willis

  • Client Service Manager

    3 weeks ago

    Johannesburg, South Africa TMF Group Full time

    About TMF Group TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. As we’re a global company with 11,000+ colleagues based in over 125 offices across 87 jurisdictions, we actively seek out people with the talent and potential to flourish at TMF Group, whatever their background, and...

  • Client Service Manager

    6 months ago

    Johannesburg, South Africa Rocket Creative Design & Display Full time

    Rocket Creative Design & Display is powered by its successful client service team, and we're on the hunt for a qualified client service manager to drive sales and growth. You will be responsible for taking charge of a small, experienced team and, with management, formulating and implementing strategies. You will need a formidable understanding of all client...

  • Client Services Manager

    1 day ago

    Johannesburg, Gauteng, South Africa Dananda Talent Full time

    About UsDananda Talent is a leading provider of IT, PABX, and telecommunication solutions. We are committed to delivering exceptional customer service and building long-term relationships with our clients.Job DescriptionWe are seeking a highly skilled Client Services Manager to join our team. In this role, you will be responsible for developing and...

  • Client Service Manager

    4 months ago

    Johannesburg, South Africa Nedbank Full time

    **Job Purpose** - To be the direct contact between the external customer and Nedbank to build and maintain relationships according to the TS, CIB and Nedbank customer and sales strategy. Provide personal and customised operational and servicing support to the CIB TS client to best meet their needs across the end-to-end product, channels and solutions life...

  • Client Services Manager Woodmead

    8 months ago

    Johannesburg, South Africa The Recruitment Council Full time

    Are you a dynamic individual with a passion for client satisfaction and financial services? Our client has an amazing opportunity just for you! Join a leading Financial Services company as a Client Services Manager, where you'll play a pivotal role in ensuring exceptional service delivery to our client's valued clientele. Duties and Responsibilities: -...

  • Ts Client Service Manager

    4 months ago

    Johannesburg, South Africa Nedbank Full time

    **Job Purpose** - To be the direct contact between the external customer and Nedbank to build and maintain relationships according to the TS, CIB and Nedbank customer and sales strategy. Provide personal and customised operational and servicing support to the CIB TS client to best meet their needs across the end-to-end product, channels and solutions life...

  • Head Client Service Management

    3 months ago

    Johannesburg, South Africa Nedbank Full time

    **Job Purpose** - To be the direct contact between the external customer and Nedbank to build and maintain relationships according to the TS, CIB and Nedbank customer and sales strategy. Provide personal and customised operational and servicing support to the CIB TS client to best meet their needs across the end-to-end product, channels, and solutions life...

  • Client Service Relationship Manager

    1 month ago

    Johannesburg, Gauteng, South Africa NielsenIQ Full time

    Job DescriptionAs a Client Service Relationship Manager, you will be responsible for managing a selection of manufacturer client relationships across South African clients. The role requires delivering on commercial agreements in place with our manufacturer clients, managing day-to-day relationships with key client stakeholders, and presenting data to key...

  • Senior Client Service Manager

    4 weeks ago

    Johannesburg, Gauteng, South Africa People Source Full time

    At People Source, we're seeking a Senior Client Service Manager to join our team. This role is an exciting opportunity for a solutions-focused and proactive individual who can play a key role in ensuring our clients receive a high-quality service.About the RoleThis position requires strong communication skills to interface with both internal and external...

  • Client Services Lead

    8 months ago

    Johannesburg, South Africa CBR MARKETING SOLUTIONS Full time

    **Job title**: Client services lead - senior management **Department**: Client Services - Sales **Reports to (Function)**: **Dual reporting line**: Operations manager and CEO. **Job Purpose**: The main objective of the client services lead is to ensure client retention and the growth in/of services supplied to and charged to the client base by CBR. This...

  • Client Services

    2 months ago

    Johannesburg, South Africa CBR Marketing Solutions Full time

    Job purpose As a mid-level client service manager, you will be a pivotal support figure for the senior client service manager on their allocated portfolios. This full-time position requires in-office presence, split between the client's site and the agency's office. You will engage closely with internal teams and external clients to ensure seamless project...

  • Relationship Manager Client Services

    4 weeks ago

    Johannesburg, South Africa RMB Nigeria Limited Full time

    Relationship Manager Client Services Job Description Responsible for management of their function, devising, implementing, and providing input into the customer relationship management strategy. Strategically and operationally manage and grow a portfolio of high revenue generating clients. Hello Future Relationship Manager Client Services, Welcome to...

  • Relationship Manager Client Services

    3 months ago

    Johannesburg, South Africa FirstRand Full time

    Job Description Responsible for management of their function, devising implementing and providing input into the customer relationship management strategy. Strategically and operationally manage and grow a portfolio of high revenue generating clients Hello Future Relationship Manager Client Services, Welcome to FNB, the home of the #changeables. We...

  • Managed Services Client Service Desk Agent

    3 months ago

    Johannesburg, South Africa NTT DATA Full time

    **Make an impact with NTT DATA** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it’s a place where you can grow, belong and thrive. **Your day at NTT DATA** The...

  • Managed Services Client Service Desk Agent

    3 months ago

    Johannesburg, South Africa NTT DATA Full time

    **Make an impact with NTT DATA** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it’s a place where you can grow, belong and thrive. **Your day at NTT DATA** The...

  • Managed Services Client Service Desk Agent

    4 months ago

    Johannesburg, South Africa NTT DATA Full time

    **Make an impact with NTT DATA** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it’s a place where you can grow, belong and thrive. **Your day at NTT DATA** The...

  • Managed Services Client Service Desk Agent

    2 months ago

    Johannesburg, South Africa NTT DATA Full time

    **Make an impact with NTT DATA** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it’s a place where you can grow, belong and thrive. **Your day at NTT DATA** The...

  • Key Client Relationship Manager

    10 hours ago

    Johannesburg, Gauteng, South Africa Aim Personnel Services Full time

    Job SummaryAim Personnel Services is seeking a highly motivated Key Client Relationship Manager to join their team. In this role, you will be responsible for developing and maintaining strong relationships with key customers, driving business growth, and improving customer satisfaction.Key ResponsibilitiesDevelop and maintain strong relationships with key...

  • Client Service Management Leader

    2 weeks ago

    Johannesburg, Gauteng, South Africa Rand Merchant Bank Full time

    Rand Merchant Bank is seeking a highly skilled Client Service Management Head to join our team. This is an exciting opportunity for an experienced professional to lead and manage our client service management teams, ensuring efficient staffing ratios and adequate focus on Corporate Banking Clients.Key Responsibilities:To build and allocate the Client Service...

  • Managed Services Client Service Desk Agent

    1 month ago

    Johannesburg, South Africa NTT DATA Full time

    **Make an impact with NTT DATA** Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion - it’s a place where you can grow, belong and thrive. **Your day at NTT DATA** The...