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Bookkeeper/Trainee Accountant Positional Available in Umhlanga Accounting FirmUmhlanga accounting firm seeks an experienced bookkeeper to manage clients.Your job functions will be as follows:- Bookkeeping to trial balance- Processing for VAT returns- Year-end journals- Assisting in compiling audit files- Schedules and reconciliations- Admin and filing management- Assisting the AccountantsYour working hours will be from 8:00am to 5:00pm, starting package from R10 500.00 – R14 000.00 per month CTC (depending on existing qualifications/experience). The position comes with pension fund benefits, travel allowance, medical aid contributions and the possibility of an bursary for further studies.In order for your application to be considered, please email a CLEAR picture of yourself or include a picture of yourself in your CV. < No picture WILL result in an unsuccessful application >. Applicant must be between the ages of 19 – 40. Accounting firm is located in Umhlanga opposite Gateway.Email: umhlangafirm@gmail.comIf you don’t get feedback within two week, consider your application unsuccessful.
Umhlanga
URGENT
Location: Somerset West
Hours: TBD. 07:00 to 11:00 and 15:00–19:00, 6 days per week
Employment Type
- Permanent part-time employee (on payroll)
Remuneration
- To discuss personally (subject to probation)
Role Purpose
To manage evening front-of-house operations and ensure a
calm, professional, and consistent guest experience during scheduled sessions.
This role is execution-focused and reports to the COO.
Key Responsibilities
Front Desk & Client Handling
Open and close the facility for the evening shift
Welcome guests and confirm bookings
Check guests into scheduled sessions
Answer basic client questions and direct them appropriately
Skills & Qualities
~ Friendly, calm, informative, professional presence
~ Excellent communication and service orientation
~ Organised, reliable, and punctual
~ Able to learn spa/wellness equipment operations.
~Time management & operational skills
~ Excellent interpersonal skills
~ Maintain positive relationships with clients & utilize
effective communication skills to ensure client satisfaction & repeat
customers & business
~ High attention to cleanliness and excellent detail -
oriented approach
~ Comfortable coordinating with medical professionals
Room Preparation & Reset
Prepare suites before sessions
Reset rooms between sessions (towels, water, cleanliness
check)
Ensure all equipment is ready and functioning
Client Guidance
Guide guests on safe, correct use of:
Infrared sauna
Cold plunge
Escalate any issues to management (no decision-making beyond
SOPs)
Facility Standards
Maintain reception and facility presentation
Follow daily checklists and SOPs
Log issues and hand over to COO as required
Important Requirements
Lives
in the Helderberg area, Somerset West, Cape Winelands. Own
reliable transportPunctual,
dependable, and detail-orientedComfortable
working aloneHospitality,
wellness, or service experience preferredInterest
or experience in sports recovery or health and wellness preferred
What We Provide
Full training on equipment and procedures
Training on booking and POS systems
Uniform and daily checklists
Ongoing support from operations management
--------
Start Date:
Mid January
Interview Availability:
Candidates must be available for interviews right away (between 2 - 12
January)
Applications Close:
12 January
Only serious and suitably qualified applicants will
be considered. If you are dedicated, professional, and excited to be part of a
new wellness journey, we would love to hear from you.
--> Kindly specify the roll you are applying for, and
send your details, CV, and motivation to:
wellness.apply@gmail.com
(Email Only!)
And we will get in touch
Somerset West
URGENT
Location: Somerset West
Hours: TBD. 07:00 to 11:00 and 15:00–19:00, 6 days per week
Employment Type
- Permanent (on payroll)
Remuneration
- To discuss personally (subject to probation)
Role Purpose
To manage evening front-of-house operations and ensure a
calm, professional, and consistent guest experience during scheduled sessions.
This role is execution-focused and reports to the COO.
Key Responsibilities
Front Desk & Client Handling
Open and close the facility for the evening shift
Welcome guests and confirm bookings
Check guests into scheduled sessions
Answer basic client questions and direct them appropriately
Skills & Qualities
~ Friendly, calm, informative, professional presence
~ Excellent communication and service orientation
~ Organised, reliable, and punctual
~ Able to learn spa/wellness equipment operations.
~Time management & operational skills
~ Excellent interpersonal skills
~ Maintain positive relationships with clients & utilize
effective communication skills to ensure client satisfaction & repeat
customers & business
~ High attention to cleanliness and excellent detail -
oriented approach
~ Comfortable coordinating with medical professionals
Room Preparation & Reset
Prepare suites before sessions
Reset rooms between sessions (towels, water, cleanliness
check)
Ensure all equipment is ready and functioning
Client Guidance
Guide guests on safe, correct use of:
Infrared sauna
Cold plunge
Escalate any issues to management (no decision-making beyond
SOPs)
Facility Standards
Maintain reception and facility presentation
Follow daily checklists and SOPs
Log issues and hand over to COO as required
Important Requirements
Lives
in the Helderberg area, Somerset West, Cape Winelands. Own
reliable transportPunctual,
dependable, and detail-orientedComfortable
working aloneHospitality,
wellness, or service experience preferredInterest
or experience in sports recovery or health and wellness preferred
What We Provide
Full training on equipment and procedures
Training on booking and POS systems
Uniform and daily checklists
Ongoing support from operations management
--------
Start Date:
Mid January
Interview Availability:
Candidates must be available for interviews right away (between 2 - 12
January)
Applications Close:
12 January
Only serious and suitably qualified applicants will
be considered. If you are dedicated, professional, and excited to be part of a
new wellness journey, we would love to hear from you.
--> Kindly specify the roll you are applying for, and
send your details, CV, and motivation to:
wellness.apply@gmail.com
(Email Only!)
And we will get in touch
Somerset West
URGENT
Location: Somerset West
Hours: TBD. 07:00 to 11:00 and 15:00–19:00, 6 days per week
Employment Type
- Permanent employee (on payroll)
Remuneration
- To discuss personally (subject to probation)
Role Purpose
To manage evening front-of-house operations and ensure a
calm, professional, and consistent guest experience during scheduled sessions.
This role is execution-focused and reports to the COO.
Key Responsibilities
Front Desk & Client Handling
Open and close the facility for the evening shift
Welcome guests and confirm bookings
Check guests into scheduled sessions
Answer basic client questions and direct them appropriately
Skills & Qualities
~ Friendly, calm, informative, professional presence
~ Excellent communication and service orientation
~ Organised, reliable, and punctual
~ Able to learn spa/wellness equipment operations.
~Time management & operational skills
~ Excellent interpersonal skills
~ Maintain positive relationships with clients & utilize
effective communication skills to ensure client satisfaction & repeat
customers & business
~ High attention to cleanliness and excellent detail -
oriented approach
~ Comfortable coordinating with medical professionals
Room Preparation & Reset
Prepare suites before sessions
Reset rooms between sessions (towels, water, cleanliness
check)
Ensure all equipment is ready and functioning
Client Guidance
Guide guests on safe, correct use of:
Infrared sauna
Cold plunge
Escalate any issues to management (no decision-making beyond
SOPs)
Facility Standards
Maintain reception and facility presentation
Follow daily checklists and SOPs
Log issues and hand over to COO as required
Important Requirements
Lives
in the Helderberg area, Somerset West, Cape Winelands. Own
reliable transportPunctual,
dependable, and detail-orientedComfortable
working aloneHospitality,
wellness, or service experience preferredInterest
or experience in sports recovery or health and wellness preferred
What We Provide
Full training on equipment and procedures
Training on booking and POS systems
Uniform and daily checklists
Ongoing support from operations management
--------
Start Date:
Mid January
Interview Availability:
Candidates must be available for interviews right away (between 2 - 12
January)
Applications Close:
12 January
Only serious and suitably qualified applicants will
be considered. If you are dedicated, professional, and excited to be part of a
new wellness journey, we would love to hear from you.
--> Kindly specify the roll you are applying for, and
send your details, CV, and motivation to:
wellness.apply@gmail.com
(Email Only!)
And we will get in touch
VERIFIED
Somerset West
Company DescriptionEOD Morgys is an established accounting and tax services business located in the northern suburbs of Cape Town. Specializing in supporting small businesses, we provide a range of services including bookkeeping, financial statement preparation, tax, and secretarial services.The company has been growing and taking on a lot of new clients over the last year and we are looking to add a skilled accountant to our team.Role DescriptionThis is a full-time, on-site role for a Financial Accountant based in Durbanville. You will be responsible for managing bookkeeping tasks and handling tax-related processes. Potentially preparing financial statements as well.This role will probably suit someone coming from an accounting practice background or someone having just finished SAIPA articles or similar.QualificationsStrong bookkeeping and accounting skillsProficiency in managing tax processes and complianceAttention to detail with excellent numerical and analytical capabilitiesStrong communication and client service skillsBachelor's degree or diploma in Accounting, Finance, or a related field preferredPrevious experience in accounting practice preferredSalary based on experience, CTC R20,000 to R30,000 per monthApplicants must be based in Cape Town.Send CV to jobs@morgy.co.za
Durbanville
Role OverviewSeeking a detail-oriented IT Technician to support media and entertainment clients. The role includes maintaining broadcast systems, assisting with live and file-based workflows, troubleshooting video/IT infrastructure, and ensuring smooth operation across the production chain. Work spans traditional IT, broadcast engineering, AV support, and cloud-based video workflows.Key Responsibilities IT Support & Infrastructure – Tier 1–2 support for users and broadcast IT systems – Troubleshoot Windows/macOS, software, and peripherals – Support networks (switches, routers, VLANs, Wi-Fi, cabling) – Maintain IT security, backups, and system healthBroadcast & Video Support – Assist with ingest, transcoding, editing, playout, and archiving – Support SDI/NDI systems, cameras, converters, encoders/decoders – Provide studio, control room, and live production support – Monitor video signals and AV qualityCloud Video Workflows – Operate cloud media workflows – Manage ingest, transcode, QC, and distribution pipelines – Troubleshoot cloud/hybrid video issuesSystems Integration & Documentation – Assist with integrating new broadcast/IT tools – Support automation via scripts, APIs, or low-code tools – Maintain documentation and workflow diagramsRequired Skills & Experience – 2–4 years in IT support, broadcast IT, or technical operations – Knowledge of Windows/macOS, TCP/IP, DHCP, DNS, VLANs, IT security – Beneficial (not mandatory): SDI/NDI, encoders/decoders, routing/switching, video ingest/transcoding, cloud/hybrid video workflowsSkills & Education Mandatory: – CompTIA A+, Network+ (N+)Beneficial: – CCNA – AWS Cloud Practitioner or equivalent – Experience with MAM/DAM, automation, SMPTE 2110/2022-6 – Python, PowerShell, or Bash – Remote production or virtualized/cloud broadcast workflowsAdditional Requirements – Own vehicle (mandatory) – Valid driver’s license – Ability to travel to sites/studios – Excellent written and spoken EnglishPersonal Attributes – Strong communicator – Excellent problem-solving under pressure – Proactive, detail-oriented, and adaptable – Eager to learn emerging video and cloud technologiesTraining & Growth – Training on leading industry brands and solutions – Opportunities to grow into new technologiesPlease email your cv to careers@kpg.co.za
Randburg
The Opportunity:
An established and highly respected Technology Provider is looking for a motivated B2B Sales Representative to join our team. We specialise in delivering high-end IT and Audio-Visual solutions to SMB, Corporate, and Education clients.While we are experts in technology, our business is built on relationships. We are not looking for order takers. We are looking for a professional hunter who knows how to open doors and convert cold prospects into long-term, loyal partners.The Mission
You will be responsible for the full sales lifecycle, focusing on new business acquisition:Proactive Prospecting: Generating new leads through disciplined telephonic cold calling and strategic in-person door-opening visits.High Impact Presentations: Pitching solutions confidently via virtual platforms and in-person boardroom demonstrations.Solution Consulting: Identifying client pain points and recommending tailored IT and AV hardware and software solutions.Relationship Stewardship: Building a pipeline of business where clients stay for the long haul.What You Bring to the TableCommunication Mastery: An exceptional grasp of the English language (written and spoken) is essential. You must be able to communicate complex ideas clearly.Resilience and Drive: You are self-motivated, comfortable working independently, and possess the grit required for consistent cold calling.Experience: 2 to 5 years of B2B sales experience is highly beneficial, particularly in technology-driven industries.Mobility: You must have a valid driver’s license and your own reliable vehicle. This is an essential requirement.Professional Presence: You are comfortable and confident engaging with C-suite executives, business owners, and school leadership.What is in it for You?Competitive Base Salary plus a rewarding Commission Structure.Work-Life Support: Petrol and Cellphone allowances provided.Culture: Join a down-to-earth, experienced team where you are treated as a professional and given the autonomy to manage your own pipeline.Growth: The opportunity to represent a stable, growing business in a high-demand industry.How to Apply
If you are a closer who thrives on building something from the ground up, please submit your CV to careers@kpg.co.za and a brief cover letter outlining your experience in new business development.
Randburg
Results for client manager in "client manager" in Jobs in South Africa in South Africa
1
Duties include :Day-to day administration, customer service, relationship management, research, operational tasks, and internal advice services to Wealth Managers including:Research on advice-related issues to be utilised in client reports/record of advice.Upload client financial information onto the client relationship management software system and prepare scenarios to be used by Financial Planners in the preparation of written Records of Advice.Prepare analysis of client portfolio on behalf of Financial Planner in accordance with practice procedures and policies as well as client and advisor requirementsDraft Record of Advice documents for Financial Planners.Assist in managing the client review process for Financial Planners.Handle all top up/ad hoc investments and rebalances.Free up Wealth Managers time so that they can concentrate on what they do best (sitting in front of clients)Summary of responsibilities and details :Minutes of meetingsPreparation of meeting packsRisk Management record keeping - compliance and monitoring of all risk products offeredAnalysis on PortfoliosOperational and Regulatory ReportingTelephonic and email query resolutionAssistance with compliance officer visitsGeneral office management duties and/or administrative tasks that may be required from time to time (including personal administration for wealth managers)Updates and timeline management for client reviews -provide historical context to clients in relation to advice journeyFinancial market and fund research.Maintaining clients files and recordsWhere required, accompanying the Wealth Manager to meetings and draft feedback to be sent to clients timeously.Investment Planning and Estate Planning.Risk Planning.Follow the six step Financial Planning process.Prepare financial calculations for client portfolios where requiredPrepare risk calculations of shortfalls and provide solutions.Continuous research of the ongoing developments in risk and investment products.Undertake research of various investment and advice options for clients.Participation and completion of assigned projects.Adhere to all compliance in terms of FICA and FAIS regulations.Ongoing maintenance and development of professional knowledge, up-to-date, detailed knowledge of all aspects of financial planning, tax and legislation to satisfy the current industry and legislative requirements. Keep abreast of changes.Experience, Education and ExpertiseMatric is essentialMinimum of 2-3 years relevant experience within the wealth management / insurance industry is requiredQualification in the relevant field would be an advantage ie RE5 or simil
https://www.jobplacements.com/Jobs/P/Paraplanning-Assistant-1249244-Job-Search-01-07-2026-16-17-11-PM.asp?sid=gumtree
3d
Job Placements
1
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 operationalizing master reference data, fostering team engagement, and ensuring service excellence across all client touchpoints. DUTIESBusiness Process & PlanningAssist in implementing a consistent client experience for internal and external stakeholders.Design and conduct client surveys; implement plans to maintain excellent service levels.Lead collaborative dialogue with CSD Services, Collateral Services, Data Integration, Testing, Settlements, and other internal teams to plan yearly, monthly, and weekly client onboarding and resource needs.Manage competing priorities, provide explicit feedback, and set clear stakeholder expectations.Facilitate collection of business intelligence to identify seamless client experience touchpoints.Ensure active resource planning to support and enhance service capabilities.Client Onboarding & Relationship ManagementCollaborate with Head of Client Services and internal stakeholders to execute client strategy and expand the client ecosystem.Own end-to-end client onboarding process with urgency, quality, and client retention focus.Proactively identify and mitigate risks during onboarding; ensure compliance with controls.Recommend and implement improvements to onboarding processes and client experience frameworks.Manage sensitive and confidential information per Company policy.Serve as the face of onboarding, maintaining exceptional people skills and a client-cantered approach.Master Client & Reference Data MaintenanceTake accountability for Client Reference Data creation and maintenance in Bank’s and Dynamics 365 (and other systems).Maintain client and reference data per market and regulatory standards.Identify, analyse, and escalate system issues to Change Control, IT, or relevant teams.Maintain client relationships (e.g., production issue logs, service reviews).Recommend process improvements related to master file administration and Dynamics 365.Ensure incident and change requests comply with change control processes.Coordinate and participate in Disaster Recovery and Business Continuity tests.Oversee master file management, ensuring clean and accurate client data to support strategic goals.Current Client ManagementDemonstrate service excellence in accommodating client needs.Facilita
https://www.jobplacements.com/Jobs/C/Client-Service-Specialist-1249693-Job-Search-01-09-2026-02-00-15-AM.asp?sid=gumtree
2d
Job Placements
1
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 ensures service excellence across all touchpoints, drives the operationalization of master reference data, and enables team and stakeholder engagement to foster client retention and market value. DUTIESBusiness Process & Strategic PlanningImplement consistent client experience standards for internal and external stakeholders.Lead collaborative planning with internal departments to forecast client onboarding and resource needs annually, monthly, and weekly.Develop and maintain Standard Operating Procedures (SOPs) and process documentation.Align internal processes with industry regulations and data protection laws in collaboration with Compliance and Risk teams.Monitor service trends and client feedback to identify improvements and drive innovation.Design and conduct client surveys; implement action plans to maintain service excellence.Contribute insights on client behavior and market trends to inform business strategy.Evaluate and implement workflow automation to enhance service delivery.Client Onboarding & Ecosystem ExpansionExecute client onboarding strategy in partnership with the Head of Client Services and internal teams.Own end-to-end client onboarding with a focus on quality, speed, and retention.Identify and mitigate onboarding risks; ensure all controls and checks are in place.Recommend and implement enhancements to onboarding frameworks and client experience processes.Manage confidential client information in line with organizational policies.Serve as the primary point of contact during onboarding, balancing professionalism with client-centricity.Master Data & Reference ManagementOversee creation and maintenance of Client Reference Data in core systems (e.g., Dynamics 365, BaNCS).Ensure data integrity in line with market and regulatory standards.Identify, analyse, and escalate system issues via appropriate channels.Maintain client communication channels for issue logging, service reviews, and feedback.Coordinate Disaster Recovery and Business Continuity testing with market stakeholders.Refine master file management processes for accuracy and compliance.Ensure clean client data to support automated distribution and strategic goals.Current Client Management & Service ExcellenceDemonstrate a service excellence
https://www.jobplacements.com/Jobs/S/Senior-Client-Service-Specialist-1249691-Job-Search-01-09-2026-02-00-15-AM.asp?sid=gumtree
2d
Job Placements
1
1
1
ISO ConsultantLocation: MeyertonMID609On behalf of our client, a growing specialist consultancy, we are seeking a motivated ISO Consultant to join their team. Following a year of significant expansion, our client is looking for a professional to lead internal audits and management system implementations.The Opportunity: This role is ideal for an ISO professional who thrives on client engagement and high-level service delivery. You will be responsible for:Internal Audits:Conduct comprehensive internal audits for clients to assess their compliance with ISO standards applicable to that organization.Analyse audit findings and provide detailed audit reports.Collaborate with clients to address any non-conformities.Management System Implementation:Assist clients in developing and implementing effective management systems to meet ISO standards in accordance with an Institute methodology where applicable.Provide guidance on documentation, procedures, and best practices to ensure effective integration of ISO requirements into the clients operations.3rd party audit participation:Attend 3rd party and/or supplier audits where requested by clients and ensure any findings or feedback is noted for follow up discussion internally and with clients.Assist clients with completing any corrective action reports which may be required should any findings be raised.Customer Relationship Management:Build and maintain strong relationships with clients through proactive engagement, understanding their needs, and delivering high-quality service.Act as the first point of contact for clients, addressing inquiries, providing updates, and managing expectations throughout the consulting process.Engage with the Operations Director and relevant customer contacts to define scope and provide quotes when any new requirements arise which are not part of an existing contract or scope of work.Team Building & Personal Development:Be responsible for expanding your knowledge in other ISO standards Occasionally assist team members with peer reviews of documentation and reports written for their assigned customers.Client Education:Conduct training sessions using client approved materials and content for client staff to increase awareness and understanding of ISO standards and defined processes.Documentation and Reporting:Prepare and maintain accurate documentation related to audits, projects, manage
https://www.jobplacements.com/Jobs/I/ISO-Consultant-1248919-Job-Search-01-07-2026-02-00-15-AM.asp?sid=gumtree
4d
Job Placements
1
The Recruitment Consultant is responsible for managing the full recruitment cycle, from sourcing and engaging candidates to placing them with the right clients. This role combines business development, candidate management, and relationship building to drive revenue growth and client satisfaction. Key Responsibilities:Business Development & Client ManagementIdentify, approach, and develop new client relationships.Manage existing client accounts, understanding their business needs and hiring strategies.Consult with clients on talent market trends, role specifications, and best practices.Negotiate contracts, fees, and placement terms in line with company standards.Candidate Sourcing & ManagementSource and engage candidates through various channels (job boards, LinkedIn, referrals, networking).Screen, interview, and assess candidate suitability for client requirements.Build and maintain strong candidate pipelines for current and future roles.Provide guidance to candidates on career opportunities, CV optimization, and interview preparation.End-to-End RecruitmentManage the full recruitment lifecycle for assigned roles.Ensure timely communication with clients and candidates.Coordinate interviews, feedback, and offer processes.Ensure compliance with employment regulations and company policies.Performance & ReportingAchieve and exceed monthly and quarterly placement and revenue targets.Maintain accurate records of client and candidate interactions in the CRM.Report on market insights, pipeline status, and recruitment activity to management. Qualifications & Experience:Matric / Grade 12 requiredMinimum Diploma in HR, Business, or related field preferred.Minimum 13 years recruitment or sales experience (agency experience preferred).Strong understanding of the South African employment market and candidate sourcing techniques.Key Competencies & Skills:Results-driven with a high-performance mindset.Excellent communication, negotiation, and interpersonal skills.Strong commercial acumen and sales ability.Resilient, self-motivated, and able to manage competing priorities.Strong relationship-building and client management skills.Tech-savvy with proficiency in Microsoft Office and recruitment tools (ATS, LinkedIn, job boards).What We Offer:Competitive base salary plus uncapped commission.Career growth opportunities in a high-performance agency.Supportive, collaborative, and driven team environment.Ongoing training and developme
https://www.jobplacements.com/Jobs/R/Recruitment-Consultant-1249268-Job-Search-1-8-2026-1-39-44-AM.asp?sid=gumtree
3d
Job Placements
1
As an Account Manager, your primary responsibilities will include:Managing client relationships and ensuring their needs are met with excellence.Coordinating between creative, performance, and tech teams to deliver cohesive campaigns.Analysing campaign performance and providing actionable feedback to optimize results.Preparing and delivering detailed reports and presentations to clients.Contributing to strategic planning sessions to align goals with client objectives.At least 12 months of experience in an account management or strategy role, preferably in an agency setting.Exceptional communication skills, both written and verbal.Strong understanding of digital marketing metrics and platforms.Ability to manage multiple projects and deadlines with precision.A proactive, solutions-driven mindset.
https://www.jobplacements.com/Jobs/A/Account-Manager-1200749-Job-Search-07-07-2025-04-16-13-AM.asp?sid=gumtree
6mo
Job Placements
1
1
1
1
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1
Job Summary:To maintain and grow market share in respect of the corporate franchise, certain supermarket chains and independent client bases within the designated area.Minimum Qualifications:Grade 12At least 1-3 years sales experience with related productsValid SA drivers licenseOwn VehicleRoles and Responsibilities:Sales & Marketing - Increases sales and market share by:Actively canvassing and cold calling extensively by area on all potential customers as allocated on the Account Allocation Chart.Actively acquiring new and opposition supermarket/retail franchisees and growing the Market Share;Replacing equipment older than 5 years;Advising clients on and selling new value-adding products that could enhance their businesses.Obtains planned rollouts for the year from clients in the designated region, and targets new franchise stores through meetings, visits and cold calling for marketing and sales purposes.Negotiates pricing with clients within given parameters.Calls on between 10 15 customers per day (i.e. ±60 per week).Keeps the market share reports updated.Selling of all equipment & consumables to customers as per the budget.Visits customers Monday to Thursday, meets with the Branch Manager on Fridays for Sales management meetings.Project Management - Ensures that service is provided to new clients and that installations are done effectively and in accordance with the Installations Checklist:Checks that invoicing is done correctly from the sales order filled out by the Sales Executive and that the invoice, together with the Checklist, is competed.Checks and ensures that signed confirmation is received from the Service Manager and the customer representative that installation has been done effectively.Customer RelationsMaintains sound relations with existing clients by visiting and/or calling each at least 4 visits annually.Ensures that clients are satisfied with service provided, and reports problems to the relevant Service Manager and escalates to the Branch Manager if needed.Manages customer complaints and ensures effective resolution of issues to maintain sound customer relations.Reporting and FeedbackRegularly meets with the Branch Manager to discuss results and Sales Metrics. Does formal written report back to the Branch Manager by updating the minutes of every meeting at every meeting.Reports to the Branch Manager at the end of each week on events and activities of each day of the past week, which include clients visited, status of clients, a
https://www.jobplacements.com/Jobs/S/Sales-Executive-1249079-Job-Search-01-07-2026-04-30-34-AM.asp?sid=gumtree
4d
Job Placements
1
1
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The candidate must have a completed BCom (Honours) (Investment Management or similar) and minimum 3 years client relations experience (assisting Clients and Financial Advisors) within an Asset Management / Investment firm / Financial / Wealth planning environment. A 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 important. Your duties will include: Develop trusted relationships with clients and becoming an expert resourceProvide comprehensive, structured input to specific problems/requests in the advice process that lead to increased investment with the company.Provide first line support to clients via phone, email, online and face to face meetings (occasional travel required)Strategic and creative thinking to suggest improvements to productivity, service quality and processesProactively cultivate relations and be prepared to engage socially where beneficialProvide expert initial and ongoing training on their custom IT systemWork closely with the other members of the global investment, operations, sales, software development and support teams to resolve clients concernsManage and leverage internal resources to meet deliverablesDevelop and maintain expertise, skill and technical knowledge required to add valuable input across the business and investment propositionRecord and relay client feedback and insights to internal teams such as tech, marketing, operations and asset management in order to constantly improve the client experienceMaintain an expert-level knowledge of their investment processes and internal tools as well as curiosity and awareness of new initiatives within the industry.Assist with ad hoc inter-function projects as required Only shortlisted candidates will be contacted. If you have not heard from us by late January 2026, please consider your application unsuccessful.
https://www.jobplacements.com/Jobs/C/Client-Relations-Specialist-Investment-Management-1249611-Job-Search-01-08-2026-10-18-48-AM.asp?sid=gumtree
2d
Job Placements
1
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