Client Services Team Leader Waterfall, Gauteng Permanent

2 days ago

Gauteng, South Africa PSG Konsult Ltd. Full time

**Designation**:

- Client Services Team Leader | Waterfall, Gauteng | Permanent

**Category**:

- Administration and Operations

**Job Level**:

- Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

- PSG Financial Services

**Posted on**:

- 05 Mar 2025

**Reference Number**:

- POS02493

**Closing date**:

- 02-Apr-2025

**Position Type**:

- Permanent

**Location**:

- Waterfall Magwa Crescent

**Overview**:
**VACANCY | CLIENT SERVICES TEAM LEADER | WATERFALL, JOHANNESBURG | PERMANENT**

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.

**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 center
- 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 7)
- Minimum of 2 year experience as a Team Leader in a Life/LISP Call Centre/Client Services environment
- Professional and friendly telephone manner
- Good understanding of mathematical calculations

**Competencies**:

- Take initiative
- Excellent time management skills
- Ability to multi-task and have good organisational capacity
- 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

**How to apply**:

  • Client Services Operations Manager Waterfall, Gauteng Permanent

    2 days ago

    Gauteng, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Client Services Operations Manager | Waterfall, Gauteng | Permanent **Category**: - Administration and Operations **Job Level**: - Professionally qualified and experienced specialists and mid-management **Posted by**: - PSG Financial Services **Posted on**: - 26 Jun 2025 **Reference Number**: - POS39261 **Closing date**: -...

  • Pricing Specialist Waterfall, Gauteng Permanent

    2 days ago

    Gauteng, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Pricing Specialist | Waterfall, Gauteng | Permanent **Category**: - Administration and Operations **Job Level**: - Semi-skilled and discretionary decision making **Posted by**: - PSG Financial Services **Posted on**: - 26 Jun 2025 **Reference Number**: - POS39253 **Closing date**: - 18-Jul-2025 **Position Type**: -...

  • Financial Operations Administrator Waterfall, Gauteng Permanent

    2 days ago

    Gauteng, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Financial Operations Administrator | Waterfall, Gauteng | Permanent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 26 Jun 2025 **Reference...

  • IT Technical Operations Manager Waterfall, Gauteng Permanent

    2 days ago

    Gauteng, South Africa PSG Konsult Ltd. Full time

    **Designation**: - IT Technical Operations Manager | Waterfall, Gauteng | Permanent **Category**: - Information Technology **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 26 Jun 2025 **Reference Number**: -...

  • Gauteng - Experienced Business Team Leader

    2 days ago

    Gauteng, South Africa Legal Hero Full time

    Are you a seasoned leader in the **legal insurance industry**, with proven experience working in the **government sector**? Legal Hero is looking for a driven **Business Team Leader** to spearhead our Gauteng expansion in 2026. **What you’ll do**: Build and lead a high-performing marketing and sales team. Drive government-sector engagement and policy...

  • Field Team Leader

    2 weeks ago

    Gauteng, South Africa Mdalisu Financial Services (JHB) Full time

    **Job Purpose** We are seeking a self-driven and experienced Field Sales Team Leader to join our Johannesburg branch. The Field Team Leader will be responsible for managing and motivating a team of field agents, driving sales performance, and ensuring alignment with company standards and client expectations. Must be able to have great client service...

  • Retirement Fund Account Executive Gauteng Permanent

    2 days ago

    Gauteng, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Retirement Fund Account Executive | Gauteng | Permanent **Category**: - Client/Intermediary Services **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 13 Mar 2025 **Reference Number**: -...

  • Team Leader Sales

    7 hours ago

    Gauteng, South Africa Signal Hill Products Full time

    **Position/Title**: Team Leader (Sales) **Function**: Sales **Area**:Gauteng South **Overall Responsibility**: The Team Leader is tasked with new business in the region, as well as maintaining and growing existing relationships and accounts. Weekly Call Cycles will be established to maximise the time spent in the trade. The role focusses on the full...

  • Field Sales Team Leader

    7 hours ago

    Gauteng, South Africa Kingdom Blue Holdings Full time

    Sales Team Leader required to help meet customer demands and revenue growth targets - Will be responsible for maximizing the sales teams’ potential, crafting sales plans and justifying those plans to Senior Management. - Manage workflow and the team to ensure all risks are mitigated. - Ensure Service Level Agreements are adhered to provide a high level of...

  • Dispatch Team Leader

    4 days ago

    Gauteng, South Africa The Right Company Full time

    DISPATCH TEAM LEADER - WEST RAND - R12000 to R15000 - FMCG CO Our client is currently seeking the skills and expertise of a vibrant and energetic Team Leader (Dispatch Department) to assist with the day-to-day oversight of departmental activities and functions. Key Duties and Responsibilities (including but not limited to): - Assist the Manager/Supervisor...