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Results for client services jobs in "client services jobs" in KwaZulu-Natal in KwaZulu-Natal
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The primary purpose of this position is the proactive and efficient execution of administrative duties to support Financial Planners and ensure superior client service. Key Responsibilities include: Application Processing: Completing, submitting, and tracking client applications for investments and risk products, including new business, switches, and redemptions. Client Servicing: Handling portfolio queries, obtaining tax certificates, and resolving client complaints timeously. Portfolio Management: Maintaining accurate client data on XPlan, preparing meeting files, and ensuring all documentation is saved correctly. Estate Administration: Assisting with the winding up of estates, preparing estate packs, and providing regular updates to beneficiaries. https://www.jobplacements.com/Jobs/A/Administrator--Umhlanga-1280742-Job-Search-4-14-2026-9-35-08-AM.asp?sid=gumtree
18h
Job Placements
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We are looking for an experienced Wealth Administrator who is confident managing client portfolios, handling new business processes, and engaging with product providers in a professional and efficient manner.This role suits someone who enjoys structure, accuracy, and being a key support to financial advisors.Key ResponsibilitiesProcessing new business (broker appointments, onboarding clients)Managing ongoing portfolio servicing (switches, withdrawals, additions, transfers)Client communication and service updatesLiaising with product providers (e.g. Investec, Ninety One, Momentum, Old Mutual, etc.)Preparing statements and assisting with client reviewsMaintaining accurate records and system updates (including CCM loading)Supporting advisors with portfolio monitoring and updatesMinimum RequirementsMinimum 2 years experience in a wealth administration role (preferably independent practice)Experience with LISP platforms and risk productsStrong working knowledge of Microsoft OfficeComfortable dealing with clients and providers telephonically and via emailAdvantageousExperience with Elite Wealth, XPlan, AtWork or similar systemsRE5 and/or relevant finance qualification (Diploma / NQF 6+)Working Hours & BenefitsMonday Friday: 08:00 16:3021 days annual leave (office closed over December period deducted from leave)R1 000 medical aid contribution (medical aid compulsory unless dependent)Annual subscription to Rapid ID (emergency identification service)Discretionary bonus paid annually?? This is a great opportunity to join a professional, client-focused team where strong administration is genuinely valued.
https://www.jobplacements.com/Jobs/W/Wealth-Administrator-1281002-Job-Search-4-15-2026-5-52-17-AM.asp?sid=gumtree
18h
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Employer DescriptionOur client is an HVAC contracting company.Job DescriptionYou will be responsible for the following:Servicing, maintenance, and repair of industrial refrigeration and ammonia plantsFault finding and breakdown responseEnsuring compliance with safety standards and statutory requirementsClient-facing site work with a professional approachAccurate reporting and feedback on work completedQualificationsRefrigeration Trade TestMust be SAQCC registered with ammoniaMust hold a valid Ammonia (NH3 ) qualificationValid drivers licence (essential)SkillsMinimum of 10 years proven ex
https://www.jobplacements.com/Jobs/V/VJ-18318-Refrigeration-Mechanic-Ammonia--KwaZulu--1281063-Job-Search-4-15-2026-7-13-10-AM.asp?sid=gumtree
18h
Job Placements
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Join our team of professional ladies as an upmarket Massage Therapist! Seeking a skilled, polished individual to provide top-tier service. Apply now to elevate our client experience!
5d
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Responsibilities:Network with potential new clients, customers, television distribution channels, and corporate entities.Meet revenue targets within operational costs.Meet monthly sales targets consistently.Manage relationships with clients and agencies.Develop and deliver sales presentations for potential clients regarding the companys activities and market trends.Maintain up-to-date information on company activities and market trends.Make regular sales calls to potential clients and follow up on leads.Prepare quotations and contracts as required.Maintain all related documentation including quotations, pricing, and configurations. Liaise with the finance and advertising departments to ensure all sales contracts are backed by monthly invoices and post-campaign analysis.Provide timely, effective, and efficient services to clients and ensure all deliverables are provided on schedule.Manage client accounts and ensure all client services are provided efficiently.Provide client servicing updates to management and team on a regular basis.Coordinate with the Finance Department to ensure collection of receivables. Commission will not be paid unless invoices have been sent.Assist the finance department with collection of monies due and payable by clients when required.Liaise with the marketing function to ensure marketing efforts align with client requirements.Submit weekly and quarterly sales and marketing reports to line managers, including meetings undertaken, proposals delivered, sales conducted, and sales pipeline analysis.Assist with participation at events and conferences.Manage the implementation of policies and strategies related to business development in South Africa.Keep abreast of the latest events and business news in the region.Additional Criteria:Identify trendsetter ideas by researching industry events, publications, and announcements.Locate and propose potential business deals by contacting potential partners and exploring opportunities.Screen potential business deals by analyzing market strategies, deal requirements, potential, and financials.Develop negotiating strategies and positions by studying integration of new ventures with company strategies and operations.Close new business deals by coordinating requirements, developing and negotiating contracts, and integrating contract requirements with business operations.Protect organizations value by maintaining confidentiality.Requirements / Skills:Proven experience in sales and business development, preferably within Broadcast Media Production and Distribution.Strong negotiation, presentation, and communication skills.Target-driven with a results-oriented mindset.https://www.jobplacements.com/Jobs/S/Sales-Executive-1279489-Job-Search-04-09-2026-16-00-07-PM.asp?sid=gumtree
5d
Job Placements
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KEY RESPONSIBILITIES:Initiate outbound calls to potential department clients to introduce our products and services. Identify customer needs and provide product information and solutions. Build and nurture strong relationships with existing clients through regular follow-up calls.Achieve and exceed monthly sales targets set by the Sales Manager. Prepare and deliver compelling sales pitches to persuade potential clients to purchase our products or services.Maintain sales discipline with consistent outreach and follow-up cadence to meet and exceed targets. Prioritise high-potential accounts and respond effectively to time-sensitive promotions.Maintain up-to-date knowledge of the companys product and service offerings of allocated department. Clearly communicate product features, benefits, and pricing to potential clients.Accurately process orders and sales transactions, ensuring all necessary documentation is completed. Work closely with the Operations and Logistics teams to ensure timely order fulfilment. Offer substitution where applicable and facilitate redelivery for any products where no stocks.Provide exceptional customer service by addressing customer inquiries, concerns, and requests promptly and professionally. Act as a liaison between the customer and other departments to resolve any issues effectively.Research and stay informed about industry trends, competitors, and market conditions. Proactively seeks out new information and integrates learnings to improve performance. Provide feedback to the Sales Manager regarding market insights and competitor activities. Show cultural sensitivity to local market dynamics and seasonal demand patterns.EDUCATIONAL, TECHNICAL, EXPERIENCE AND SKILL REQUIREMENTS34 years proven FMCG telesales experience , target-driven role within the Food, Beverage, Hotel, Foodservice industry.Proficiency in Hindi and/or French - friendly, confident, and professional tone, use of appropriate pace and energy.https://www.jobplacements.com/Jobs/I/INTERNAL-SALES-TELESALES-REPRESENTATIVE-1279985-Job-Search-04-12-2026-00-00-00-AM.asp?sid=gumtree
2d
Job Placements
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A national new generation independent financial planning business is looking for a Financial Advisor to join the team.Qualification: Minimum bachelors degree in financial planning or similar.Regulatory Examination 5 for representatives.CERTIFIED FINANCIAL PLANNER® Professional will be added advantage.Experience:Minimum 5 Years in financial advisory role.Key Responsibilities :Financial Planning: Conduct comprehensive financial assessments of clients, understanding their financial goals, analysing their current financial situation, and create personalised financial plans to achieve those goals.Investment Management: Recommend suitable investment strategies and products based on the clients risk tolerance, time horizon, and financial objectives. Monitoring and managing investment portfolios to optimize performance and align with the clients goals.Retirement Planning: Assist clients in planning for their retirement by estimating retirement needs, recommending retirement accounts, and devising strategies to accumulate sufficient funds for a comfortable retirement.Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities through proper tax planning techniques.Client Education: Educating clients about various financial concepts, investment options, and economic trends to enhance their financial literacy and empower them to make informed decisions.Compliance and Regulatory Adherence: Ensuring compliance with relevant financial regulations, laws, and industry standards, as well as maintaining appropriate fit and proper requirements.Client Relationship Management: Build strong, long-term relationships with clients by providing exceptional service, regular communication, and being accessible to address their financial concerns.Market Research and Analysis: Stay informed about the latest market trends, economic developments, and financial products to offer well-informed advice to clients.Continual Professional Development: Engage in ongoing education and training to stay updated on industry changes, new investment options, and evolving financial planning strategies.Networking and Business Development: Build and expanding a network of potential clients and industry contacts to grow your client base and business.Ethical Conduct: Maintain the highest ethical standards and putting clients interests first in all financial recommendations and interactions.
https://www.jobplacements.com/Jobs/F/FINANCIAL-ADVISOR-1280989-Job-Search-4-15-2026-4-19-06-AM.asp?sid=gumtree
18h
Job Placements
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Employer DescriptionOur client is in the chemical manufacturing industry.Job DescriptionOur client has an opportunity for a dedicated individual to join their team in the capacity of a Maintenance Planner. The successful individual will be responsible for the following:Maintenance Scheduling and PlanningEnsuring data integrityCo-ordination of Engineering servicesReport on Maintenance KPIsMaintain maintenance recordsWorking knowledge of process Safety ManagementEnsure compliance with all OHS regulationsQualificationsMechanical or Electrical Engineering QualificationTrade TestSkills5 years
https://www.jobplacements.com/Jobs/J/JP-18252-Maintenance-Planner-Chemical-Manufacturin-1278743-Job-Search-4-8-2026-8-54-17-AM.asp?sid=gumtree
7d
Job Placements
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