Client Services Clerk jobs in Gauteng

Main Outputs and Responsibilities for This Position:1. Provide advice to clients- Verify the positive identification of the client- Provide correct and accurate advice to clients on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy; (TCF)- Make notes on the system- Provide assistance on demutualization enquiries2. Advise clients on cancelations-...

The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Financial Advisors) within an Asset Management / Wealth planning environment. Post Grad in Financial planning is an advantage. Outgoing personality and excellent communication skills are essential. Strong academics and a history of academic and work success are...

We are a specialised insurance provider in Roodepoort seeking a Client Service Executive to deliver personalised, attentive service to our valued policyholders. This is an excellent opportunity for graduates to start their careers in insurance no prior experience required! You'll be the first point of contact for our clients, helping to build strong relationships and ensuring their short-term...

ENVIRONMENT: A dynamic provider of cutting-edge Financial Security Services is seeking a Client Services Specialist who will serve as the custodian of the company brand and collaborates with the Head of Client Services to oversee the end-to-end client experience from onboarding and account maintenance to issue resolution and relationship management. This role is responsible for maintaining and...

Job Description: Extensive IT sales experience with emphasis on client service operations, including end-user devices (printing, laptops, desktops) Must have experience with ensuing that sales targets are met Serve as a liaison between the company and their customers Must upsell the company’s services and solutions. Building strong client relationships to maintain existing business and...

Role Overview: As a Client Service Officer, you will be pivotal in delivering outstanding service across our trading and investment platforms. You will act as a key contact for traders and investors, offering guidance on stock market investments and OST’s offerings. Your role involves managing client queries, trading activities, and cross-selling bank products to enhance client satisfaction. Key...

Overview Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique...

A recruitment firm is looking for a Team Leader in Finance Administration to oversee an administrative team in Centurion, South Africa. This role involves managing workflows, ensuring compliance, and delivering superior client service. The ideal candidate will have 3–5 years of experience in a leadership role in financial services, strong communication, and problem-solving skills. Proficiency in...

A dynamic technology services firm in Johannesburg seeks a results-driven Service Delivery Manager with 5-9 years of experience. You will oversee service delivery to ensure high performance, manage client relationships, and drive improvements in processes. The ideal candidate will have a Bachelor's degree in IT or a related field, along with strong skills in stakeholder management and ITIL...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...

Who are we? Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic...

Role Purpose To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/electronic enquiries. Requirements Experience and Qualifications - Matric or relevant qualification. - Exposure to the insurance or financial services industry. - 2 years relevant experience in client servicing environment. - Microsoft Office Suite (Word, Excel). -...

, permanent Position: Client Service Officer - Banking We are currently seeking a highly motivated and customer-oriented individual to join our team as a Client Service Officer. As a Client Service Officer, you will be responsible for providing exceptional customer service to our clients and ensuring their satisfaction with our banking services. You will act as the primary point of contact for...

Utilinova (Utility Metering Services) Utilinova is a growing and reliable utility metering service provider based in Gauteng, and we're looking for a motivated Client Services Administrator to join our team. Responsibilities include: Handling customer queries via phone & email Admin of new accounts and terminations Capturing meter data and invoices Assisting with credit control Supporting...

About The Role Location: Midrand Mode of Employment: Permanent Position Title : Service Client Manager REGION EU&AF – COUNTRY SOUTH AFRICA A Snapshot of Your Day Client Manager at Siemens Energy Are you ready to craft the future of energy with an industry leader? As a Client Manager at Siemens Energy, you'll be at the forefront of driving innovation and excellence in our services. You'll work...

We are looking for an organized and proactive Client Service Coordinator to support our clients and ensure smooth service delivery. In this role, you will manage client requests, coordinate between teams, and help resolve issues efficiently. The ideal candidate has strong communication skills, attention to detail, and a dedication to providing excellent client service. Key Responsibilities: ·...

Who are we? MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the right people on board, we will continue to...

ENVIRONMENT: A dynamic provider of cutting-edge Financial Security Services is seeking a Senior Client Services Specialist who will be the brand custodian for our client. You will collaborate with the Head of Client Services to design, facilitate, and oversee the complete client lifecycle from onboarding and account management to issue resolution and strategic relationship management. This role...

A global financial services leader is seeking a Principal Client Partner to oversee a significant client relationship in Johannesburg. This senior role involves driving strategy, managing sales and delivery, and ensuring profitable growth. The ideal candidate will have over 12 years of professional experience in advisory roles, proven success in financial services, and strong leadership...

Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the...