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Client Services Manager jobs in Newlands, Western Cape
Purpose of the job The business offers a niche of Transfer Agency administration services for Unit Trust, Retirement, Life and LISP products. The primary responsibility will be to lead and manage the team’s total operational and people capabilities. You will be required to manage a small team responsible for the resolution of exceptions and corrections on a day-to-day basis. The role requires...
Job Advert Summary:PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique...
A leading international accounting firm in Cape Town is seeking a dynamic and experienced Manager to lead a team of accountants. The role involves managing a diverse portfolio of clients and delivering tailored accounting and tax services. Candidates should have proven management experience and expertise in supporting clients with wealth creation and legacy planning. Join the Private Clients...
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...
The Client Services Manager supports both current and new clients. This role serves as the coordinating link between the client and formula D_ Design and Production departments ensuring that the work fully meets the client’s needs. The Client Services Manager functions as both an Account Manager and a Project Manager. This position reports to the head of design, project management and senior...
General Information Job ID 31258 Location Cape Town, South Africa Work Types Full Time Categories Client Accounting, Client Relationship Management, Entity Management We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether...
The Company Electrum is a next-generation payment software technology company. Since 2012, we've delivered trusted, enterprise-grade, cloud-native software to optimize 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 Service Manager – Cape Town Office Location: Cape Town, Steenberg Office Park Offernet is looking to hire a dynamic, ambitious and results-orientated Client Service Manager on a full-time basis who will be based in our Cape Town Office in the prestigious Steenberg Office Park, Tokai. If you live and breathe exceptional client experience, are proactive, digitally fluent, highly organised...
A leading financial services firm in Cape Town is seeking a professional to prepare new business cases for wealth managers, ensuring compliance with industry standards. Responsibilities include managing client onboarding, generating investment proposals, and maintaining accurate records. The ideal candidate must have a Senior Certificate and RE5, along with strong financial knowledge and...
A leading Investor Services group in Cape Town seeks a Manager to oversee client management and team operations. The candidate should have a CA (SA) qualification, solid knowledge of IFRS/US GAAP, and at least 2 years of experience post-articles. Responsibilities include managing a team, communicating with auditors, and ensuring compliance with reporting frameworks. The role emphasizes...
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...
A leading insurance company in Cape Town is seeking a Client Service Manager to oversee claims disputes and technical support within the Claims Committee. The ideal candidate will have 7-10 years of insurance experience and strong negotiation skills. This role includes providing technical guidance and liaising with clients, ensuring claims are thoroughly reviewed and managed effectively. The...
A global fund administration company is seeking a Manager for Investor Services in Cape Town. The role involves managing a small team, responding to investor queries, and ensuring compliance with regulations. Ideal candidates will have a background in business, finance, or law, and possess strong communication and organizational skills. This position offers competitive remuneration and...
A reputable financial firm in Cape Town seeks an Assistant to the Wealth Manager. Responsibilities include administrative tasks, scheduling meetings, and client correspondence. Ideal candidates will possess Grade 12, have industry experience, and speak both English and Afrikaans. Proficiency in Adobe PDFs and Microsoft Office tools is essential. This role requires excellent time management and...
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...
Our financial recruitment desk currently has a vacancy for a Client Services Manager. Our client is an international group offering a full suite of financial and investment solutions. The core function of the Client Services Manager is to direct the operations across three vital workstreams: Key Accounts, Client Services and Technical Support. As a regulated investment firm, everything is...
An established industry player is seeking a Client Services Manager to bridge the gap between clients and internal teams. This dynamic role involves managing client relationships, overseeing project execution, and ensuring that all deliverables meet client expectations. The ideal candidate will have a strong background in account and project management, with a keen eye for detail and excellent...
Salary: - 57000 Description: - Our financial recruitment desk currently has a vacancy for a Client Services Manager. - Our client is an international group offering a full suite of financial and investment solutions. - The core function of the Client Services Manager is to direct the operations across three vital workstreams: Key Accounts, Client Services and Technical Support. As a regulated...
This team is responsible for the resolution of exceptions and corrections on a day-to-day basis within the Unit Trust and LISP (Discretionary and Life and Retirement) operational areas. Main duties and responsibilities- Processing, maintenance and management of exceptions and correction tasks, within the Service Level Agreements and processes- Investment corrections (adjustments) and...
Scam alert: Santam has become aware of an e-mail scam involving the unauthorised use of the Santam logo alongside another brand. Please note that this is a scam. We remind all clients that Santam will only communicate through official channels or the authorised broker. Learn more. This career opportunity is available at Tailored Claims Solutions for the Client Service Manager, who will be based...