top of page

Service Manager - Client Services & Operations

Stellenbosch, South Africa

Job Type

Workspace

Hybrid

Role Overview

We are seeking a detail-oriented, process-driven Service Manager to provide comprehensive operational support for our dual-sided marketplace. You will manage client services, ensure compliance documentation, maintain CRM systems, and create scalable processes that enable our Business Manager to focus on revenue generation while maintaining exceptional service quality.

Key Responsibilities

  • Client & Investor Support: Handle onboarding, KYC/AML processing, relationship maintenance (24-48 hour response times)

  • Compliance Management: Maintain reverse solicitation documentation, regulatory filings, audit support (100% accuracy target)

  • Deal Operations: Process transaction documentation, coordinate legal requirements, track deal progress

  • CRM & Data Management: Maintain pipeline accuracy (99%+), generate reports, manage investor/client databases

  • Process Documentation: Create and maintain SOPs (2 per month), document improvements, support scalability

  • Administrative Excellence: Calendar management, presentation preparation, follow-up communications

  • Performance Support: Weekly reporting, KPI tracking, productivity analysis for Business Manager

  • Cross-Timezone Coordination: Work effectively with Dubai-based team (1-2 hour time difference)

Ideal Candidate Profile

  • 2-3+ years in client services, operations, or administrative roles in financial services, legal, or professional services


  • Experience with CRM systems, documentation management, and process improvement


  • Strong attention to detail with proven track record of maintaining accuracy and compliance


  • Excellent written and verbal English communication skills


  • Proficiency in MS Office, Google Workspace, CRM systems (HubSpot/Salesforce experience preferred)


  • Experience with financial documentation, KYC/AML processes, or regulatory compliance (advantage)


  • Self-motivated with ability to work independently and manage multiple priorities


  • Process-oriented mindset with continuous improvement focus


  • Available for occasional early morning calls (Dubai time zone coordination)

bottom of page