42 Client Side jobs in Kenya
Client Service Associate
Nairobi
Career Directions Limited (CDL)
Posted 22 days ago
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Job Description
Role Summary In this position, you will serve as a backup with the potential to expandyour support to additional advisors. While this is a non-client-facing and non-licensed role, itis vital to backend operations including service execution, document handling, data accuracy,and CRM upkeep across multiple custodians and platforms.This role is ideal for someone who is tech-savvy, highly organized and comfortable navigating financial systems—even without a deep background in finance.Key Responsibilities Client & Advisor Support ● Support new account applications (primarily with Schwab; expanding to up to 10custodians)● Manage and maintain client data across internal platforms● Prepare and monitor compliance documents via DocuSign; ensure proper saving intoShareFile● Maintain accurate client records (e.g., risk tolerance, objectives, balances)● Pre-fill forms, update profiles, and record internal activity in a clerical capacity● Provide backend processing support for the advisor’s administrative workflow● Execute account-related tasks such as money movements at the advisor’s direction● Perform data entry into Orion for financial reporting and account metrics● Maintain CRM records using Redtail (note-taking, task tracking, workflow updates)Administrative Operations ● Manage calendars, schedule meetings, send Zoom invites, and maintain digital agendas● Handle email correspondence regarding service requests and documentation● Support document intake and organization using ShareFile● Assist with general office and virtual administrative tasks as neededAdditional Responsibilities ● Answer general, non-investment related questions about client accounts (e.g., balances,funds due) as needed● Remain up to date on firm policies, tools, and platform changes● Participate in firm initiatives such as training, internal projects, and team-wide servicegoals● Record and escalate client inquiries appropriately under the advisor’s direction● Support business development activities through accurate service follow-ups anddocumentationPreferred Skills & Technology Experience Must-Have Technical Proficiency● ShareFile: Secure document storage and file management● Outlook: Email and calendar coordination● DocuSign: Electronic document processing● Excel (Basic): Use of templates, basic sorting and filteringPreferred Tools● Redtail CRM: Advisor-client relationship tracking● Orion Advisor Tech: Reporting and data aggregationRequirementsQualifications ● Bachelor’s degree● 3+ years of prior experience as an Executive Assistant, administrative, or client serviceprofessional● Demonstrated ability to handle confidential information with discretion● Alignment with ethical and values-driven workplace culture● Work experience (2–3 years) in financial servicesPreferred● No active Series 7/63/65 licenses required — this role does not involve trading or directclient adviceEquipment Requirements● Personal laptop or desktop computer● Stable internet connection (minimum 100 Mbps)● High-quality headphones and microphone● Smartphone for communication and coordination● Willingness to upgrade internet or devices if requiredBenefitsBenefits & Perks ● Competitive salary (based on experience and qualifications)● Performance bonuses and incentives● Paid Time Off and Paid Holidays● Health insurance● Remote work flexibility● Career advancement opportunities● Ongoing training
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Office Administrator - Client Relations
20116 Naivasha, Rift Valley
KES75000 month
WhatJobs
Posted today
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Job Description
Our client is actively searching for an organized and customer-focused Office Administrator to manage client relations and streamline administrative processes within a fully remote setup. This role is pivotal in ensuring seamless communication and a positive experience for our client's customers and internal teams. You will be responsible for handling incoming inquiries via phone and email, managing client databases, scheduling appointments and follow-ups, and preparing client-facing documents. Key duties include maintaining organized digital records, coordinating with different departments to resolve client issues, processing client feedback, and assisting with the onboarding of new clients. We require an individual with exceptional interpersonal and communication skills, capable of building rapport and trust with clients. Strong organizational abilities, attention to detail, and proficiency in CRM software and Microsoft Office Suite are essential. The ideal candidate is a proactive problem-solver, adept at multitasking and managing priorities in a remote work environment. Previous experience in an administrative or customer service role is highly preferred. A Bachelor's degree in Business Administration, Communications, or a related field is advantageous. You must be able to work independently, manage your time effectively, and maintain a high level of professionalism. This is a fantastic opportunity to develop your skills in client management and administration within a supportive, remote-first company culture. Join us to be a key point of contact, ensuring client satisfaction and contributing to the company's growth.
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1
Remote Client Onboarding Specialist
30100 Moiben
KES70000 Annually
WhatJobs
Posted today
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Job Description
Our client is looking for a dedicated Remote Client Onboarding Specialist to guide new customers through the initial stages of product or service adoption. This fully remote role is crucial for ensuring a smooth and positive first experience for our clients, setting them up for long-term success. You will be responsible for conducting welcome calls, providing training, configuring accounts, and addressing any initial queries or concerns. The ideal candidate possesses excellent communication skills, a strong understanding of client needs, and the ability to explain technical processes clearly.
Key Responsibilities:
Qualifications:
This is an excellent opportunity to contribute directly to client satisfaction and retention, working remotely from Eldoret, Uasin Gishu, KE . If you are passionate about helping clients succeed and possess strong organizational and communication skills, we encourage you to apply.
Key Responsibilities:
- Conduct personalized onboarding sessions and welcome calls for new clients.
- Guide clients through account setup, configuration, and initial usage of the product/service.
- Provide comprehensive training on product features and best practices.
- Develop and maintain onboarding materials, guides, and documentation.
- Act as a primary point of contact for clients during their onboarding period.
- Address client questions and troubleshoot any initial issues or challenges.
- Collaborate with sales and support teams to ensure a seamless client transition.
- Track client progress and proactively identify potential roadblocks.
- Gather feedback from new clients to improve the onboarding process.
- Ensure clients achieve their initial goals and understand the value of our offerings.
- Maintain accurate records of client interactions and onboarding status in the CRM.
Qualifications:
- Previous experience in customer success, client onboarding, or a related customer-facing role.
- Excellent communication, presentation, and interpersonal skills.
- Strong ability to explain technical concepts and processes clearly.
- Experience with CRM systems and onboarding software.
- Proficiency in project management or task tracking tools.
- Ability to work independently and manage time effectively in a remote setting.
- A patient and empathetic approach to client interactions.
- Bachelor's degree in Business, Communications, or a related field is preferred.
- Familiarity with our industry and the specific software/services we offer is a plus.
This is an excellent opportunity to contribute directly to client satisfaction and retention, working remotely from Eldoret, Uasin Gishu, KE . If you are passionate about helping clients succeed and possess strong organizational and communication skills, we encourage you to apply.
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2
Remote Client Success Manager
01000 Makongeni
KES80000 Annually
WhatJobs
Posted today
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Job Description
Our client is seeking a proactive and customer-centric Remote Client Success Manager to join their dedicated support team. This is a fully remote position focused on ensuring our clients derive maximum value from our products and services. You will be the primary point of contact for a portfolio of clients, guiding them through onboarding, adoption, and ongoing engagement. Your mission is to foster long-term relationships, reduce churn, and drive client retention and growth. You will proactively reach out to clients to understand their needs, provide strategic guidance, and ensure they are leveraging our offerings effectively. Key responsibilities include developing success plans, conducting regular check-ins and business reviews, and addressing any client concerns or challenges promptly and efficiently. You will also identify opportunities for clients to expand their use of our services and act as a liaison between clients and internal teams (e.g., support, product, sales) to ensure a seamless client experience. This role requires excellent communication, interpersonal, and problem-solving skills, with a genuine passion for helping clients succeed. A strong understanding of our industry and product offerings is crucial. You should be adept at managing multiple client relationships simultaneously and thrive in a fast-paced, remote work environment. Requirements include previous experience in client success, account management, or a similar customer-facing role, preferably in a SaaS or technology company. A Bachelor's degree in a relevant field is preferred. You should possess strong analytical skills to track client health metrics and identify potential risks. The ability to influence and build trust with clients is essential. Join our client's team and play a vital role in our clients' success stories. Responsibilities:
- Manage a portfolio of clients, ensuring their successful adoption and ongoing satisfaction.
- Develop and execute tailored client success plans.
- Conduct regular client check-ins, business reviews, and strategy sessions.
- Proactively identify and address client needs and challenges.
- Serve as the main point of contact for client inquiries and escalations.
- Monitor client health metrics and take proactive measures to ensure retention.
- Identify opportunities for client expansion and upsell/cross-sell.
- Collaborate with internal teams to advocate for client needs.
- Onboard new clients and guide them through initial implementation.
- Contribute to the development of client success best practices.
- Previous experience in Client Success, Account Management, or a related customer-facing role.
- Proven ability to build and maintain strong client relationships.
- Excellent communication, presentation, and interpersonal skills.
- Strong problem-solving and analytical abilities.
- Understanding of SaaS products and customer success methodologies.
- Ability to manage multiple clients and priorities effectively in a remote setting.
- Bachelor's degree in a business-related field is preferred.
- Detail-oriented and proactive in addressing client needs.
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3
Remote Client Success Specialist
00100 Abothuguchi West
KES60000 Annually
WhatJobs
Posted today
Job Viewed
Job Description
Our client, a rapidly growing technology company, is looking for a dedicated and customer-focused Remote Client Success Specialist to ensure our clients achieve their desired outcomes while using our products/services. This role offers a hybrid work arrangement, allowing for both remote flexibility and in-person collaboration when needed. As a Client Success Specialist, you will be the primary point of contact for a portfolio of clients, building strong relationships and proactively guiding them towards maximizing value. Your responsibilities will include onboarding new clients, providing ongoing support and training, monitoring client usage and health, identifying opportunities for upselling or cross-selling, proactively addressing potential issues, and gathering client feedback to inform product development. You will act as a trusted advisor, ensuring client satisfaction and retention. The ideal candidate will possess excellent communication, interpersonal, and problem-solving skills. A Bachelor's degree in Business, Communications, or a related field is preferred, along with at least 2 years of experience in customer success, account management, or a client-facing role, preferably within the SaaS industry. You should be adept at understanding client needs, translating technical information, and managing client relationships effectively. Familiarity with CRM software (e.g., Salesforce, HubSpot) and customer success platforms is a plus. You must be organized, proactive, and able to manage your time efficiently in a hybrid work environment. A genuine passion for helping clients succeed and a commitment to delivering exceptional service are essential.
Responsibilities:
Qualifications:
Responsibilities:
- Manage a portfolio of client accounts, fostering strong, long-term relationships.
- Onboard new clients, ensuring a smooth and successful implementation of our services.
- Provide proactive support, guidance, and training to clients.
- Monitor client usage and health metrics, identifying at-risk accounts.
- Drive client adoption and engagement with our products/services.
- Identify opportunities for clients to expand their use of our offerings.
- Gather client feedback and advocate for their needs internally.
- Resolve client issues and escalations promptly and effectively.
- Collaborate with sales and product teams to ensure client satisfaction.
- Contribute to the development of client success strategies and best practices.
Qualifications:
- Minimum of 2 years of experience in client success, account management, or a similar role.
- Excellent communication, presentation, and interpersonal skills.
- Strong ability to build and maintain client relationships.
- Proficiency in CRM software and customer success platforms.
- Excellent problem-solving and analytical skills.
- Ability to manage multiple priorities and tasks effectively.
- Bachelor's degree in Business, Communications, or a related field preferred.
- Proactive and self-motivated with a strong work ethic.
- Experience in a hybrid work environment is beneficial.
- Passion for helping clients achieve their goals.
This advertiser has chosen not to accept applicants from your region.
4
Marketing Intelligence & Client Engagement Specialist
Employd Staffing Solutions Ltd
Posted 27 days ago
Job Viewed
Job Description
Build and manage a comprehensive client database from multiple sources: social
media, digital platforms, print directories, professional associations, and conference br>lists
• Design and manage digital campaigns across social media, email, and other < r>platforms that clearly communicates the value of our training to C-suite and HR
professionals and improves client registration in upcoming training programs
• Track and report marketing campaign performance including lead conversions, and < r>client engagement using data analytics and marketing dashboard to guide
improvements and continuously refine tactics to increase visibility and enrollment
• Support training registration efforts by aligning messaging, timing, and follow-up < r>strategy across all sales channels
media, digital platforms, print directories, professional associations, and conference br>lists
• Design and manage digital campaigns across social media, email, and other < r>platforms that clearly communicates the value of our training to C-suite and HR
professionals and improves client registration in upcoming training programs
• Track and report marketing campaign performance including lead conversions, and < r>client engagement using data analytics and marketing dashboard to guide
improvements and continuously refine tactics to increase visibility and enrollment
• Support training registration efforts by aligning messaging, timing, and follow-up < r>strategy across all sales channels
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5
Apprentice Financial Advisor - Client Relations
00100 Abothuguchi West
KES30000 month
WhatJobs
Posted today
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Job Description
Our client, a leading financial advisory firm, is looking for enthusiastic and motivated Apprentices to join their team as Financial Advisor Trainees. This is a fully remote, foundational program designed to equip individuals with the skills and knowledge needed to excel in client relations and financial planning. You will gain hands-on experience in understanding client financial needs, providing tailored advice, and building lasting relationships. This apprenticeship offers a structured learning path and direct mentorship.
Key responsibilities include assisting senior financial advisors in client meetings, preparing financial plans, and conducting research on investment products and market trends. You will learn to use financial planning software, manage client portfolios, and ensure compliance with all regulatory requirements. The ability to communicate effectively with clients, understand their goals, and build trust is essential. You will develop strong organizational skills to manage client data and follow-up communications, all within a remote work environment. This program emphasizes professional development and practical application of financial concepts.
The ideal candidate will possess a strong interest in finance and a desire to build a career in financial advisory. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred. Excellent communication, interpersonal, and customer service skills are mandatory. You should be eager to learn, highly motivated, and possess strong organizational and time management abilities. Familiarity with basic financial concepts is a plus. The ability to work independently, manage tasks effectively, and collaborate with a remote team is crucial. This is an exceptional opportunity for driven individuals to launch their career in financial services and develop expertise in client relations, with the flexibility of a remote internship.
Responsibilities:
Key responsibilities include assisting senior financial advisors in client meetings, preparing financial plans, and conducting research on investment products and market trends. You will learn to use financial planning software, manage client portfolios, and ensure compliance with all regulatory requirements. The ability to communicate effectively with clients, understand their goals, and build trust is essential. You will develop strong organizational skills to manage client data and follow-up communications, all within a remote work environment. This program emphasizes professional development and practical application of financial concepts.
The ideal candidate will possess a strong interest in finance and a desire to build a career in financial advisory. A Bachelor's degree in Finance, Economics, Business Administration, or a related field is preferred. Excellent communication, interpersonal, and customer service skills are mandatory. You should be eager to learn, highly motivated, and possess strong organizational and time management abilities. Familiarity with basic financial concepts is a plus. The ability to work independently, manage tasks effectively, and collaborate with a remote team is crucial. This is an exceptional opportunity for driven individuals to launch their career in financial services and develop expertise in client relations, with the flexibility of a remote internship.
Responsibilities:
- Assist senior advisors in client consultations.
- Prepare financial plan documents.
- Research investment products and market trends.
- Learn and utilize financial planning software.
- Manage client data and communication.
- Understand and adhere to compliance regulations.
- Build client relationships and provide support.
- Shadow experienced financial advisors.
- Bachelor's degree in Finance or related field (preferred).
- Strong interest in financial services.
- Excellent communication and interpersonal skills.
- Customer-focused attitude.
- Eagerness to learn and adapt.
- Strong organizational and time management skills.
- Ability to work independently in a remote setting.
This advertiser has chosen not to accept applicants from your region.
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6
Remote Aesthetician - Virtual Client Consultations
01000 Mumbuni
KES45000 month
WhatJobs
Posted today
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Job Description
Our client, a premium online beauty and wellness platform, is seeking a licensed and experienced Remote Aesthetician to provide virtual consultations and personalized skincare advice. This is an exciting opportunity to leverage your expertise from the comfort of your home, helping clients achieve their skincare goals.
Responsibilities:
Responsibilities:
- Conduct in-depth virtual skin consultations with clients using video conferencing tools.
- Analyze client skin types, conditions, and concerns to create tailored skincare routines.
- Recommend appropriate skincare products and treatments based on individual needs.
- Educate clients on proper skincare techniques and product usage.
- Track client progress and provide follow-up consultations as needed.
- Stay updated on the latest trends, ingredients, and technologies in the beauty and wellness industry.
- Develop and maintain client records with accurate consultation notes and treatment plans.
- Respond to client inquiries via email and chat, providing expert advice.
- Create engaging content (e.g., skincare tips, product reviews) for the company's online platform.
- Collaborate with the marketing team to enhance client engagement strategies.
- Ensure a high level of customer satisfaction through personalized and professional service.
- Maintain professional knowledge and certifications relevant to aesthetician practice.
- Assist in the development of new online service offerings.
- Provide virtual product demonstrations and tutorials.
- Manage a personal schedule to accommodate client consultation bookings effectively.
- Licensed Aesthetician with a recognized certification.
- Minimum of 5 years of experience in providing facial treatments and skincare consultations in a professional setting.
- In-depth knowledge of various skin types, conditions, and cosmetic ingredients.
- Excellent communication and interpersonal skills, with a friendly and empathetic demeanor.
- Proficiency in using video conferencing platforms (Zoom, Skype, etc.) and CRM systems.
- Strong ability to educate and advise clients, building trust and rapport.
- Self-motivated and able to manage time effectively in a remote work environment.
- A passion for beauty, wellness, and helping others achieve healthy skin.
- Experience with online retail or e-commerce platforms is a plus.
- Creative thinking for developing personalized skincare plans.
This advertiser has chosen not to accept applicants from your region.
7
Certified Cosmetologist - Remote Client Consultation
00200 Abothuguchi West
KES100000 Annually
WhatJobs
Posted today
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Job Description
Our client is looking for a talented and certified Cosmetologist to provide expert remote consultations and personalized beauty advice. This is a fully remote role focused on leveraging digital platforms to connect with clients and guide them on their beauty and wellness journeys. You will be responsible for conducting virtual consultations, assessing client needs, and recommending appropriate beauty treatments, products, and routines. This includes providing advice on skincare, haircare, makeup application, and general beauty tips. You will stay updated on the latest beauty trends, techniques, and product innovations to offer the most current and effective recommendations. Developing customized beauty plans and providing follow-up support to ensure client satisfaction will be essential. The ideal candidate will be a fully certified Cosmetologist with a deep understanding of various beauty disciplines. Proven experience in providing beauty consultations, either in-person or virtually, is required. Excellent communication, interpersonal, and active listening skills are crucial for building rapport with clients remotely. You should be proficient in using video conferencing tools and have a strong command of digital communication platforms. A passion for the beauty industry and a commitment to client-focused service are paramount. This remote position offers flexibility and the opportunity to build a loyal client base by delivering exceptional personalized service. If you are a skilled and enthusiastic cosmetologist eager to embrace a remote work model and make a difference in people's beauty and confidence, we invite you to apply.
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8
Remote Licensed Esthetician - Client Consultation
00200 Abothuguchi West
KES800 Hourly
WhatJobs
Posted today
Job Viewed
Job Description
Our client is seeking a highly skilled and customer-focused Remote Licensed Esthetician to provide virtual consultations and personalized skincare advice. This is a remote, contractor role perfect for professionals looking for flexible work hours while leveraging their expertise in beauty and wellness. You will conduct online client assessments, analyze skin concerns, and recommend appropriate treatments, product lines, and routines. The ability to build rapport with clients virtually and provide exceptional customer service is paramount. You will utilize video conferencing and digital tools to deliver a high-quality client experience, ensuring privacy and professionalism. This role requires in-depth knowledge of various skin types, conditions, and skincare ingredients. Staying updated on the latest beauty trends and product innovations is essential. We are looking for a self-motivated individual with a passion for skincare and a commitment to client satisfaction, who can manage their schedule effectively in a remote setup.
Key Responsibilities:
Key Responsibilities:
- Conduct comprehensive virtual skin consultations with clients.
- Assess client skin types, conditions, and concerns through visual analysis and client input.
- Provide personalized skincare recommendations, including product suggestions and treatment plans.
- Educate clients on proper skincare techniques and routines.
- Answer client questions regarding skincare products and services.
- Maintain detailed client records and consultation notes in the CRM system.
- Stay updated on industry trends, new products, and advanced skincare techniques.
- Deliver exceptional customer service and build strong client relationships.
- Potentially create informative skincare content for the company's online channels.
- Valid Esthetician License in your region.
- Minimum of 2 years of experience as a Licensed Esthetician, preferably with client consultation experience.
- In-depth knowledge of skincare ingredients, formulations, and various skin conditions.
- Excellent communication, active listening, and interpersonal skills.
- Proficiency in using video conferencing tools (e.g., Zoom, Google Meet) and digital communication platforms.
- Strong understanding of professional skincare brands and products.
- Ability to work independently, manage time efficiently, and maintain professionalism in a remote setting.
- A passion for beauty, wellness, and client satisfaction.
- Basic understanding of digital marketing or content creation is a plus.
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