Client Service Advisor jobs in Cape Town

Posting Description:Client Service Advisor Ready for your next career move? Living in Cape Town? Read on! Aon South Africa is recruiting a Client Service Advisor in our Commercial team, based on a hybrid basis, at our offices in Cape Town. The role of the Client Service Advisor is to work closely with Client Manager/ Account Executive or Strategic Account Manager to retain and service existing...

Whittier Trust Overview Whittier Trust is the oldest privately owned multi‑family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high‑net‑worth individuals and their families. Our Services Our dedicated professionals work with clients and their families to deliver a broad array of services including investment...

Job Requisition details- Req: 142571- Role: Client Advisor- Area: Claremont- Advert closing date: 05/11/2025- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - Yes- Job Purpose- Educate clients on the functionality of self-service digital solutions, whilst solving for their sales and service needs, in order...

The Company Electrum is a next-generation payment software technology company. Since 2012, we've delivered trusted, enterprise-grade, cloud-native software to optimise financial transaction processing. Our deep expertise has established us as a respected partner in high-volume, low-value payment schemes, enabling clients to deliver services to millions of South Africans daily. At Electrum, we...

Client Services & Operations Support Officer Asset Loans & Vehicle Finance | Full-Time | Cape Town Summary Looking for a detail-oriented Client Services & Operations Support Officer to support asset-backed lending and vehicle finance operations. This role combines client interaction, collections, and hands-on operational support in a fast-paced financial services...

Overview: Our client, a well-established hedge fund manager, with a long history of delivering excellent returns, is seeking a Client Service Specialist to join their team. The ideal candidate would be friendly and highly skilled in client service, ensuring clients feel valued and supported. The role involves maintaining exceptionally high service levels and building positive client...

We are seeking a dynamic and well-spoken Client Services Consultant to join our team in Cape Town. The core purpose of this role is to build engagement, trust, and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. Job Responsibilities: - Respond to client needs by offering the right service and solution. - Build client...

Overview Hire Resolve’s client who is in the Metering Industry is seeking a motivated and detail-oriented Client Service Administrator to join their team in the Western Cape. The successful candidate will be responsible for providing excellent customer service, managing client accounts, and assisting with utility management services. Responsibilities: Manage client accounts and ensure prompt...

A global financial services company located in Cape Town is looking for a Service Delivery Manager. This role involves managing client service delivery, resolving operational queries, and ensuring quality support. The ideal candidate should have over 4 years of relevant experience, strong analytical skills, and excellent communication abilities. The position offers an opportunity to work in a...

Are you passionate about delivering exceptional customer service and confident in a fast-paced call centre environment? We’re looking for energetic, service-driven Client Services Agents who thrive on making every customer interaction count. In this exciting role, you’ll be the friendly, knowledgeable voice of our company — helping clients with queries, sharing product knowledge, and turning...

Purpose of the Role: The Graduate Investment Services Consultant will form part of the Client Service Centre, a critical component of the firm’s service offering to investors and independent financial advisers. The successful candidate will be responsible for providing accurate, responsive, and world-class service, helping clients navigate their investment journey and build confidence in the...

Ditto Hire / Ditto Jobs is looking for a Client Service Manager to constantly reshape the way we create value in our partnerships with top-tier brands and companies. We move quickly and experiment with new strategies and ways of adding value to our new and existing customers. We engage with end-users and executives alike to ensure that our customers love, adapt and grow with Ditto. Nothing makes...

South Africa's leading independent administrator and service provider to the retirement and fiduciary industries is looking for a dynamic Client Service Administrator (Portuguese speaking) to join their team. Package Up to R12500 per month depending on experience Additional benefits included in the CTC - Compulsory Provident Fund with AlexForbes. 5% Minimum contribution. - GroupLife (Pays out...

The Senior Key Accounts Manager/Client Service Director will be responsible for achieving and exceeding the sales targets/financial sales budgets aimed at growing Key Account Sales and profits through the development of strategic business partnerships, which provide a total solution to the client from pre-media to print. You will be required to meet and exceed the Key Account financial sales...

A vacancy exists for an Inbound Client Services Call Centre and Correspondence Administrator in our Client Services Department.The contact centre is responsible for the inbound telephonic servicing of the individual policyholder and brokers with the aim of providing a first call resolution experience, while maintaining a high standard of customer service. They also respond to claim related...

PermanentCape TownPurpose of the job Main duties and responsibilities:Processing, maintenance and management of exceptions and correction tasks, within the Service Level Agreements and processesInvestment corrections (adjustments) and investigationsBackdated profit and loss calculationsGeneral query resolutionAd hoc projectsDriving down the number of errors by identifying and addressing trends...

Introduction Role Purpose The underwriting administrator will act as the liaison between the underwriter and the client by communicating decisions, resolving client queries, arranging Fast lane service and completing documents to enable the underwriting process. Requirements: - Matric - 1 year experience in a financial service administration environment is essential - Employee benefits...

A leading multi-family office in Cape Town is seeking a professional to focus on client service and business development. The position requires extensive experience in trusts and estate planning, along with superior communication skills and a strong focus on developing new business. Candidates should have a proven track record in client administration and wealth management, with the ability to...

Job Responsibilities Client Engagement: - Respond to client needs by offering the right service and solution. - Build client trust by applying your expertise and experience to do good for your client. - Educate clients and potential clients on how to subscribe and service their account. - Treat clients with respect, build trust, show care and humility in all client interactions. - Help clients...

PermanentCape TownPurpose of the jobJoin a financial services business in a niche area of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products.The primary responsibility will be to lead and manage the teams total operational and people capabilities. You will be required to manage a small team responsible for the resolution of exceptions and corrections on a...