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Results for client support in "client support", Full-Time in Jobs in Western Cape in Western Cape
1
Our client, an established company within the financial sector is seeking to hire a highly skilled and experienced SENIOR WEALTH ASSISSTANT to join their team. This is an excellent opportunity for an individual that is results-driven and a Team player to grow their career within a reputable organisation.The successful candidate will provide the required and relevant professional assistance to the Wealth Manager or Advisor in the administration and implementation of clients financial reviews, financial planning, retirement instruction, and investment instructions.Formal Education:MatricNQF 6 (Advanced Certificate in Wealth Management/Advanced Certificate in Financial Planning, or related)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essential.Knowledge:Proficient on Microsoft Office (Word, Excel, PowerPoint, Outlook)Proficient in English and Afrikaans (read, write, speak)Competent on service providers website functionalities (Investment and risk service providers)Service provider products (Investment and risk platforms)Duities:Processing new business for new and existing clients:Ensure all documentation and information is prepared in accordance with company policies;Follow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/Advisor;Handling of retirement claims, mainly focusing on Public sector funds;Section 14 & Section 37 transfers;Assist with Whole Life Cover, Keyman Insurance, and Buy and Sell Insurance applications;Facilitate the Transfer from Living Annuity to Life Annuity process.Servicing of existing clients:Assist with the review of clients Wills in consultation with the Wealth Manager/Advisor;Make payments on behalf of clients through the Investec corporate saver account;Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor.General Administration:Ensure that client documentation complies with FICA & FAIS legislation;Recording of client interaction and updating of client records upon completion of the interaction;Maintain client records and database according to company policies;Attend to Death Claim processes and documentation;Correct and timeous completion and submission of Fee Forms as well as all internal documentation as per company policy;Assistance with Wealth Special Projects on an ad-hoc basis;Actively building relationships with clients via telephone, in person, and via email;Proactively managing task
https://www.jobplacements.com/Jobs/S/SENIOR-WEALTH-ASSISTANT-1259132-Job-Search-2-4-2026-8-15-18-AM.asp?sid=gumtree
2d
Job Placements
1
Customer Support Consultant (POS25031)Somerset WestR 20 000 to R 25 000 per month (negotiable depending on your experience)Requirements:Training/ Educator or Consulting experienceBachelors Degree in Accounting or at least 3 years of bookkeeping experienceProficiency in Microsoft Word, and Outlook, PowerPoint and Accounting software packagesExcel proficiency intermediateCustomer service / support experience will be advantageousPrevious experience in the Property/Rental sector will be an advantageResponsibilities:Creating and managing training plans with customersReporting on training progress of all customers that is in trainingWork directly with client to effectively coordinate each training project to completion.Communicate process successes and failures to internal and external stakeholders to identify potential areas of improvement and action to ensure that the training plan stays on track.Provide system training to customersProviding customer support, resolving customer queries, recommending solutions and guiding users through features and functionalities on the systemAssist with preparing data and uploading on to the system for new customersClosing Date: 15 February 2025
https://www.jobplacements.com/Jobs/C/Customer-Support-Consultant-1198353-Job-Search-6-27-2025-8-59-03-AM.asp?sid=gumtree
7mo
Job Placements
1
Data Specialist (POS25126)Based: Somerset WestSalary: R20 000.00 pm - R24 000.00 pm negotiable depending on experienceJob Purpose:The successful candidate will be responsible for managing the migration process of clients and ensuring the accurate and on-time upload of financial data.Requirements Managing customer migration projects. Creating and managing migration plans with clients. Managing data migrations with the take-on teams. Reporting on migration progress of all projects to the rest of the team. Using advanced technical skills and custom tools to efficiently manipulate and migrate client data into their software. Working directly with clients to effectively coordinate each migration project to completion. Monitoring all work for quality while troubleshooting and resolving errors as need be. Communicating process successes and failures to internal and external stakeholders to identify potential areas of improvement and action to ensure that the migration project stays on track. Providing customer support, resolving customer queries, recommending solutions, and guiding users through features and functionalities on the system. Providing data clarification and training to onboarding customers.Experience and Knowledge of: Experience in data analysis and processing will be advantageous. Strong knowledge of advanced Excel and attention to detail is required. Proficiency in Microsoft Word, Outlook, and PowerPoint. Financial/accounting experience or background will be advantageous. Good general IT knowledge is required. Customer service/support experience will be advantageous. MySQL experience will be advantageous. Experience in administration management.Closing Date: 15 February 2025Please only submit CV if you meet ALL the requirements. Only shortlisted candidates will be contacted.
https://www.jobplacements.com/Jobs/D/Data-Specialist-1198336-Job-Search-6-27-2025-8-54-48-AM.asp?sid=gumtree
7mo
Job Placements
1
A logistics and supply chain company based in Stellenbosch is seeking a detail-driven Invoicing Clerk to join its Logistics Finance team. The successful candidate will be responsible for preparing accurate client invoices, ensuring compliance with invoicing procedures, and providing administrative support to the invoicing function.Key Responsibilities: Prepare and process high volumes of customer invoices, including foreign currency invoicesEnsure compliance with invoicing policies and proceduresInvestigate and resolve billing discrepancies by liaising with clients and internal stakeholdersMeet daily, weekly, and monthly invoicing deadlinesSupport client planning and attend client meetings when requiredAssist with audits, seasonal updates, and process improvement initiativesPerform general administrative duties to support the finance teamJob Experience and Skills Required:Grade 12 / Matric with Mathematics and AccountingRelevant tertiary qualification (advantageous)2 - 3 years invoicing experience within a supply chain or logistics environment Apply now!
https://www.jobplacements.com/Jobs/I/Invoicing-Clerk-1254451-Job-Search-01-21-2026-22-14-24-PM.asp?sid=gumtree
15d
Job Placements
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Description:The Sales & Marketing Coordinator will be responsible for supporting sales operations, managing client relationships, coordinating marketing activities, and ensuring accurate administration throughout the sales and relocation process. This role requires a detail-oriented, deadline-driven individual with strong communication skills and a customer-focused mindset.Responsibilities: Liaise with clients and manage Client Relationship Management (CRM) activitiesHandle sales enquiries and leads on the CRM systemExplain services, pricing, and additional options (insurance, storage, packing)Conduct household goods surveys where requiredPrepare costings and quotations and follow up on submitted quotesCompile monthly sales and follow-up reportsOpen files for secured moves and maintain accurate client recordsHandle tender requestsPerform general administrative duties, including emails, calls, and correspondenceSupport management with ad-hoc administrative tasksClaims handling: submission and tracking of insurance claims, ensuring all documentation is accurate and completeConduct marketing cold calls and field sales activities, with monthly reporting to Head OfficeInjury-on-duty registration and related administrationManage and maintain various Excel databases, including bordereaux and claims trackersRequirements:Grade 12 with MathematicsValid drivers licence (minimum Code 8)Strong verbal and written communication skillsPrevious sales or customer service experienceGeographical background and understanding of international relocations will be advantageousComputer literacy (Google web-based applications, Excel, and Word)Deadline-driven with the ability to assess and streamline processes accuratelyPlease note only candidates that meet the minimum requirements will be considered. Please follow our website and social media channels to be the first to know when our clients have new vacancies!
https://www.jobplacements.com/Jobs/S/Sales--Marketing-Coordinator-1256777-Job-Search-01-28-2026-10-01-29-AM.asp?sid=gumtree
9d
Job Placements
1
Training Support Consultant (POS25006)Somerset WestR 18 000 to R 23 000 per month (negotiable depending on your experience)Requirements:Training/ Educator or Consulting experienceBachelors Degree in Accounting or at least 3 years of bookkeeping experienceProficiency in Microsoft Word, and Outlook, PowerPoint and Accounting software packagesExcel proficiency intermediateCustomer service / support experience will be advantageousResponsibilities:Creating and managing training plans with customersReporting on training progress of all customers that is in trainingWork directly with client to effectively coordinate each training project to completion.Communicate process successes and failures to internal and external stakeholders to identify potential areas of improvement and action to ensure that the training plan stays on track.Provide system training to customersProviding customer support, resolving customer queries, recommending solutions and guiding users through features and functionalities on the systemAssist with preparing data and uploading on to the system for new customersClosing Date: 14 February 2025
https://www.jobplacements.com/Jobs/T/Training-Support-Consultant-Somerset-West-1198309-Job-Search-6-27-2025-8-51-33-AM.asp?sid=gumtree
7mo
Job Placements
1
REQUIREMENTSQualified South African Attorney and Conveyancer Notary Public qualification advantageousMin 5 years post-admission experience in conveyancingStrong technical knowledge of conveyancing and property lawExceptional written and verbal communication abilitiesProven ability to handle a high-volume caseload with accuracy and attention to detailAbility to work in a team and independentlyDemonstrated success in business development Strong analytical, problem-solving, and negotiation skillsClient-focused, professional, and results-oriented DUTIESMaintain and grow strong client relationships, leveraging an existing client base to support the firms continued growthManage the full spectrum of conveyancing transactions, including property transfers, bond registrations, cancellations, and related mattersLiaise professionally with clients, estate agents, banks, and other key stakeholders throughout the transaction lifecycleDraft, review, and process all conveyancing documentation in line with current legal and regulatory requirementsEnsure all matters are handled timeously, efficiently, and in full compliance with industry standards and deadlinesProvide guidance and mentorship to junior staff, as needed Salary: Negotiable, dependent on experience.Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.
https://www.jobplacements.com/Jobs/C/Conveyancer--Cape-Town-1259718-Job-Search-02-05-2026-10-34-15-AM.asp?sid=gumtree
20h
Job Placements
1
1
Research Analyst (Corporate Finance)Join a growing M&A advisory firm supporting UK SMEs on their growth and exit journeysRemote (South Africa-based candidates welcome) | Competitive salaryAbout Our ClientThis corporate finance and M&A advisory firm specialises in helping UK SME business owners unlock value, plan for succession, and achieve successful exits. The company takes a collaborative approach, bringing together seasoned advisors, analysts, and marketing professionals to deliver practical, relationship-driven solutions. With national growth ambitions, the firm offers an entrepreneurial environment with real impact and learning opportunities.The Role: Research Analyst (Corporate Finance)This is a foundational role within the Origination & Deal Support team, combining market and company research with analytical and presentation work. Youll source and validate high-quality data on UK SMEs, develop research materials for campaigns and client meetings, and support live M&A mandates with financial analysis and buyer research. The role sits at the intersection of origination, marketing, and transactionsmaking it ideal for someone looking to build a career in corporate finance with wide exposure across the deal lifecycle.Key ResponsibilitiesMinimum 12 years of experience in research, analysis, or financial servicesConduct origination research on UK-based SMEs and decision-makers using platforms such as Companies House and LinkedIn Sales NavigatorBuild structured datasets and concise profiles with financials, growth potential, and exit signalsDraft research packs, presentations, and sector insight reports for Advisor and Partner reviewSupport deal teams with financial modelling, buyer list creation, and acquisition target researchManage databases and ensure accurate data across HubSpot and internal platformsCollaborate with Advisors, Designers, Marketing, and the Deal Researcher to deliver campaigns and support live transactionsProvide performance updates and participate in weekly and monthly reporting cyclesAbout You12 years of relevant research, finance, or data analysis experienceStrong analytical and financial modelling skills using Excel or Google SheetsComfortable working with datasets and market research tools (e.g., Orbis, Beauhurst, PitchBook)Excellent written communication and presentation drafting skillsOrganised, detail-oriented, and able to manage multiple projectsUnderstanding of macro-environmental models such as SWOT, PESTLE, and Porters Five ForcesExposure to corporate finance or M&A is desirableFamiliarity with HubSpot or similar CRM systems is a plusExperience collaborating with design or marketing teams is advantageous
https://www.jobplacements.com/Jobs/R/Research-Analyst-Corporate-Finance-1258147-Job-Search-2-2-2026-7-44-24-AM.asp?sid=gumtree
4d
Job Placements
1
1
We are seeking a data-driven marketing professional to manage and optimise our marketing databases, CRM platforms, and business development support activities. This is not a junior role - we need someone who brings immediate value with hands-on experience in CRM and marketing operations. Success in this role comes from clean data, strong systems, and actionable insight.Key ResponsibilitiesAdminister and manage CRM platforms (HubSpot, Mailchimp).Maintain accurate, structured marketing and prospect databases.Identify and research new clients and market opportunities.Upload marketing content and information to CRM systems.Compile and distribute monthly newsletters.Support Business Development with leads, data insights, and meeting preparation.Assist with regional marketing initiatives (KZN and Gauteng).Prepare and submit monthly marketing and CRM reports to management. Requirements3–5 years in marketing operations, CRM administration, or business development support.Hands-on experience managing CRM platforms and marketing databases.Matric required; Marketing, Business, or Communications qualification advantageous. Skills & AttributesStrong CRM and data management skills.Excellent organisational, reporting, and analytical ability.Engaging, professional communicator.https://www.jobplacements.com/Jobs/M/Marketing-Operations-Administrator-1259594-Job-Search-02-05-2026-05-00-15-AM.asp?sid=gumtree
1d
Job Placements
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To ensure accurate, compliant, and efficient bookkeeping and accounting services for clients by maintaining financial records, managing transactions, and supporting audits and regulatory submissions. This role contributes to the organizations strategic objective of delivering seamless, reliable, and high-quality finance and accounting solutions that enhance client trust and operational excellence.Education & ExperienceACCA, CIMA, CA, or CFA qualification required. Masters in Finance & Accounting preferred.Minimum 7 years of relevant bookkeeping and accounting experience (preferably in the financial services sector).CertificationsAccounting professional certification (ACCA/CIMA/CA/CFA) required. Big Four experience is an advantageKey accountabilities: Financial Accounting & BookkeepingMonth-End Closing & ReportingClient BillingReconciliation & Audit SupportRegulatory & Compliance SupportClient & Stakeholder Management
https://www.jobplacements.com/Jobs/M/Manager-Accounts--Billing-1253791-Job-Search-01-20-2026-10-04-17-AM.asp?sid=gumtree
17d
Job Placements
1
1
To ensure accurate, compliant, and efficient bookkeeping and accounting services for clients by maintaining financial records, managing transactions, and supporting audits and regulatory submissions. This role contributes to the organizations strategic objective of delivering seamless, reliable, and highquality finance and accounting solutions that enhance client trust and operational excellence.Education and Experience: ACCA, CIMA, CA or CFA qualification required. Masters in Finance and Accounting preferred.Min 5 years of relevant bookkeeping and accounting exp. (preferably in financial services sector)Key duties:Financial Accounting & BookkeepingMonth end closing and reportingReconciliation and Audit supportRegulatory Compliance supportClient Stakeholder management
https://www.jobplacements.com/Jobs/B/Bookkeeper-1253792-Job-Search-01-20-2026-10-04-17-AM.asp?sid=gumtree
17d
Job Placements
1
Responsibilities:Coordinate all corporate travel, including flights, accommodation, transport, and visa arrangements.Assist with marketing projects, including event coordination, stock management, and distribution of marketing materials.Provide high-level administrative support: scheduling, document management, filing, and correspondence.Liaise with clients, manage executive communication, and ensure efficient information flow across departments Requirements:3â??5 yearsâ?? experience in administrative or executive assistant roles.Strong proficiency in Microsoft Office Suite.Excellent organisational, communication, and multitasking skills.Experience in marketing or executive support will be advantageous.
https://www.jobplacements.com/Jobs/C/Corporate-Assistant-1250402-Job-Search-01-30-2026-00-00-00-AM.asp?sid=gumtree
8d
Job Placements
1
1
KEY RESPONSIBILITIES: Answer and direct incoming calls efficiently; operate the switchboard professionallyWelcome clients, visitors, and suppliers in a professional and friendly mannerPerform general administrative tasks, including filing and data managementMaintain an organized, tidy, and presentable reception areSupport office staff with deadlines, urgent tasks, and clerical needsHandle sensitive information and numerical data accurately and confidentiallyManage multiple tasks, prioritize workload under pressure, and ensure timely follow-upPrepare and deliver documents for client meetingsTake ownership of assigned tasks and ensure completionAssist with administration related to estates, trusts, life policies, investments, and medical mattersREQUIREMENTS:Matric / Grade 12 certificate or equivalent13+ years of reception, switchboard, or administrative experienceFluent in Afrikaans and proficient in EnglishHonest, reliable, and professional with a strong work ethicPunctual, well-presented, and proactive; willing to take initiativeOwn reliable transport and valid drivers licenseStrong administrative, organizational, and multi-tasking skillsAble to work under pressure and support colleagues as neededHigh attention to detail, particularly with numbers and sensitive informationProficient in MS Office: Outlook, Teams, Word, Excel, and standard office softwarehttps://www.jobplacements.com/Jobs/R/Reception--Switchboard-Administrator-1257810-Job-Search-02-01-2026-04-24-10-AM.asp?sid=gumtree
5d
Job Placements
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Producer / Project Co-ordinatorWork on animated video projects for major global brands | Somerset East, Eastern Cape | R18,000 R28,000 per monthAbout Our ClientOur client is a creative production company specialising in animated video content for international brands. They work with global clients while operating from an in-house studio environment in Somerset East. The business offers hands-on training and exposure to end-to-end production coordination in a creative setting.The Role: Producer / Project Co-ordinatorThis role exists to coordinate animated video projects from briefing through to delivery. The Producer / Project Co-ordinator ensures projects run on schedule, stay within budget, and meet creative requirements while working closely with both international clients and local creative teams.Key Responsibilities03 years of experience coordinating projects or managing tasks in a structured environmentCoordinate animated video production for international clientsLiaise with scriptwriters, animators, and voice-over artists to manage workflowsTrack project timelines, deliverables, and budgetsCommunicate clearly with clients to ensure expectations and requirements are metManage a 40-hour work week, typically from 10am to 7pm with an extended lunch breakAttend occasional evening calls with US-based clients, which can be done from homeAbout You03 years of professional experienceUniversity degree in any fieldHighly organised with strong time-management skillsExcellent written and verbal communication skillsConfident using computers and standard productivity toolsAble to work to deadlines and manage multiple tasks simultaneouslyOpen to relocating to Somerset East and working in-houseAdditional InformationRelocation support includes covered flight costs, payment of the security deposit and first months rent, assistance in finding accommodation, and retention of the security deposit upon eventually leaving the role. Somerset East offers a quiet, green environment known for historic architecture and outdoor activities such as hiking and fly-fishing.
https://www.jobplacements.com/Jobs/P/Producer-Project-Co-ordinator-1259130-Job-Search-2-4-2026-9-15-09-AM.asp?sid=gumtree
2d
Job Placements
1
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