Client Services Manager

Website Momentum

Job Description:

Manage the day to day activities of client service delivery through effective people and service management in order to foster client centricity, increased productivity and enable operational excellence.

Job Responsibilities:

  • Manage the adherence and compliance to company polices, instructions and relevant legislation within all the client service functions
  • Ensure client information is accurately and timeously captured on the relevant system.
  • Monitor and manage the achievement of service level agreements to ensure excellence in the client services function.
  • Check and approve the relevant documentation to support the client service process in line with business and risk management practices.
  • Develop tactical plans to enhance or improve the client experience within the Branch.
  • Coach and guide the Client Services team to effectively utilise client service interactions to improve client retention and repeat business activities.

Job Requirements:

  • FAIS related qualification or Regulatory Exam (preferred)
  • 2 years’ management experience (preferred)
  • Understanding of the relevant legislation (General Code of Conduct for Authorised Financial Services Providers and Representatives, Financial Advisory and Intermediary Services (FAIS), Protection of Personal Information
  • Act (POPI), Long Term Insurance Act, Treat Customers Fairly (TCF, etc.)
  • 3-4 years’ experience managing a sales or service environment in the financial services industry
  • Diploma in business management
  • Ability to speak African languages or multi-lingual (preferred)

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Wynberg, Western Cape, South Africa

Application Deadline: N/A

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