2 Customer Operations jobs in Cape Town

About HFM: HFM is an internationally acclaimed multi-asset broker, delivering cutting-edge trading tools, platforms, and conditions to traders worldwide. We are committed to innovation, transparency, and excellence in the financial markets. As we continue to expand, we are seeking a driven and strategic Account Manager to join our team. Your role at HFM: Presents products and services of HFM to prospective clients in informative manner. Serves as a primary point of contact for clients, providing support and addressing all inquiries related to the company's offerings and services. Provides guidance to new clients on the onboarding process and develops client relationships Cultivate successful client relationships and maintains a high level of client satisfaction. Knows all the features and benefits of all products, services and trading systems and tools offered. Attains full understanding of the Company’s internal operating systems. Engages with prospective clients...

Sygnia is an innovative FinTech company based in South Africa and listed on the main board of the JSE. The company provides asset management, stockbroking and administration services, as well as a wide range of savings products, to institutional and retail clients. All that we do is supported by leading-edge technology platforms. We are looking for an exceptional individual to join our team Retail Investment Services Team in the capacity of Client Relationship Manager (CRM). DUTIES AND DAILY RESPONSIBILITIES: Engage with Clients, Independent Financial Advisers (IFAs) and their support staff (occasionally face-to-face) within SLA and in accordance with Sygnia’s servicing standards. Discuss and explain all funds, products and services offered by Sygnia as well as all operational processes and requirements. Educate and support clients/IFAs on procedures, quotes systems, portal sites and completion of instruction forms, application forms and supporting documents...