105 Service Associate jobs in Kenya

Client Service Associate

Nairobi Career Directions Limited (CDL)

Posted 22 days ago

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Job Description

Permanent
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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Tupande Financial Advisory Service Senior Associate

Nairobi, Nairobi One Acre Fund

Posted 6 days ago

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Job Description

fixed term, full time
About One Acre Fund
Founded in 2006, One Acre Fund equips 5.5 million smallholder farmers to make their farms more productive. Across nine countries that together are home to two-thirds of Africa's farmers, we provide high-quality farm supplies, tree seedlings, accessible credit, modern agronomic training, and a wide range of other agricultural services. On average, this model enables any farmer to increase their income and assets on supported land by more than 35 percent, while permanently improving their resilience. This is all made possible by our team of 9,000+ full-time staff, drawn from diverse backgrounds and professions. br>To learn more, please see our Why Work Here blog post.
About the Role
As a Financial Advisory Service Senior Associate, you will deliver financial strategic and operational support to Division Leads, Department Heads and wider leadership to enable them achieve organizational objectives. The strategic support will involve translating Department strategy into financial analysis while operational support will generally involve daily financial management including budgeting and financial reporting. You will be reporting to Head of Finance in Kenya.
Responsibilities


Lead consultant for assigned Departments in providing financial advice to support business strategies.
reate financial models for new business opportunities that emphasize program profitability and effectiveness.
Coordinate annual budgeting process for assigned departments / divisions.
Provide critical assessment of all budgets and cost projections & collaborate with department heads to strategize ways to maximize cost efficiency without compromising quality.
Work with Department Heads to manage the monthly BVA process.
Conduct cost-benefit analyses through examining current spending, market and financial forecasts, and overall our goals to make recommendations and guide executive decision-making.
Demonstrate a comprehensive understanding of interdependency of cost drivers and interpret for management in monthly management accounts. Prepare monthly management accounts for respective departments (income statement, cashflow, balance sheet)
You will evaluate risk and monitor compliance with internal controls

Career Growth and Development
We have a strong culture of constant learning and we invest in developing our people. You’ll have weekly check-ins with your manager, access to mentorship and training programs, and regular feedback on your performance. We hold career reviews every six months, and set aside time to discuss your aspirations and career goals. You’ll have the opportunity to shape a growing organization and build a rewarding long-term career.
Across all roles, these are the general qualifications we look for. For this role specifically, you will have:


4+ ears work experience in finance field with some experience in the consulting sector.
Bachelor's in Finance, Business or related fields
Proficiency in accounting software (SAP).
Professional accounting certification - CPA / ACCA with knowledge of accounting fundamentals.
Experience in financial modelling and proficiency in excel skills. Preferably great with numbers and providing quick analysis.
Ability and drive to work independently, with conflicting demands from multiple teams.
Experience with process design and implementation.

Preferred Start Date
As soon as possible
Job Location
Nairobi, Kenya
Benefits
Health insurance, housing, and comprehensive benefits
Eligibility
This role is only open to citizens or permanent residents of Kenya.
Application Deadline
13 October 2025
One Acre Fund never asks candidates to pay any money or pay for tests at any stage of the interview process. Official One Acre Fund emails will always arrive from an @oneacrefund.org address. Please report any suspicious communication here ( ), but do not send applications or application materials to this email address.
Diversity, Equity, Inclusion (DEI), and anti-racism are deeply connected to our organization’s mission and purpose. One Acre Fund aspires to build a culture where all staff feel consistently valued, represented, and connected – so that our team can thrive as professionals, and achieve exceptional impact for the farmers we serve.
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Remote Administrative Assistant - Client Support

00200 Njiru Village KES70000 month WhatJobs

Posted 4 days ago

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Job Description

part-time
Our client, a dynamic service provider, is seeking a detail-oriented and proactive Remote Administrative Assistant to support their operations and enhance client satisfaction. This fully remote position requires excellent organizational skills, strong communication abilities, and a commitment to providing exceptional administrative support. You will be instrumental in ensuring the smooth day-to-day running of various administrative tasks, all from your home office.

Key Responsibilities:
  • Manage and organize digital files and records for easy access and retrieval.
  • Schedule and coordinate virtual meetings, appointments, and conference calls.
  • Handle incoming and outgoing electronic communications, including emails and internal messages.
  • Prepare reports, presentations, and other documents as required.
  • Assist with data entry and maintaining client databases.
  • Provide support for travel arrangements and expense reporting when necessary.
  • Conduct online research to gather information for various projects.
  • Manage calendars and ensure deadlines are met.
  • Handle inquiries from clients and internal stakeholders professionally and efficiently.
  • Support team members with administrative tasks as needed.
  • Ensure the confidentiality and security of all company information.
  • Contribute to improving administrative processes and efficiency.

Qualifications:
  • Proven experience as an Administrative Assistant, Virtual Assistant, or in a similar administrative role.
  • Exceptional organizational and time management skills.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace.
  • Excellent written and verbal communication skills.
  • Familiarity with project management or CRM software is a plus.
  • Ability to multitask and prioritize tasks effectively in a remote work environment.
  • High level of discretion and confidentiality.
  • Strong attention to detail and accuracy.
  • Must have a reliable internet connection and a suitable home office setup.
  • Customer-service orientation.
This is an ideal role for someone seeking flexibility and the opportunity to contribute significantly to a team's success through efficient administrative support, all within a remote working arrangement. If you are organized, proactive, and excel in a virtual environment, apply today.
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Remote Administrative Assistant - Client Support

60100 Embu, Eastern KES20000 Weekly WhatJobs

Posted 4 days ago

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Job Description

contractor
Our client is seeking a detail-oriented and highly organized Remote Administrative Assistant to provide essential support to their operations and client base. This role requires excellent communication skills and the ability to manage diverse administrative tasks efficiently in a virtual setting.

Responsibilities:
  • Manage and organize digital files and records, ensuring easy accessibility.
  • Schedule and coordinate virtual meetings, appointments, and conference calls.
  • Handle incoming and outgoing electronic communications, including emails and messages.
  • Prepare and format documents, reports, and presentations.
  • Provide customer support by answering inquiries and resolving basic issues via email or phone.
  • Maintain databases and update client information accurately.
  • Assist with travel arrangements and expense reporting when necessary.
  • Conduct online research for various projects and tasks.
  • Manage social media accounts and scheduling posts (basic level).
  • Organize and maintain digital calendars for the team.
  • Process and track incoming invoices and payments.
  • Ensure efficient operation of office tasks and administrative support.
  • Collaborate with team members on various administrative projects.
  • Maintain confidentiality of sensitive information.
  • Develop and implement efficient administrative processes.
  • Respond promptly to requests from management and team members.
  • Proofread documents for grammatical errors and typos.
  • Organize and archive digital correspondence.
  • Manage virtual task lists and ensure timely completion.
  • Provide support for onboarding new remote team members.
Qualifications:
  • High school diploma or equivalent; Associate's degree preferred.
  • Minimum of 3 years of experience in an administrative or secretarial role.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace.
  • Excellent written and verbal communication skills.
  • Strong organizational and time management abilities.
  • Experience with virtual collaboration tools (e.g., Slack, Zoom, Trello).
  • Ability to multitask and prioritize tasks effectively.
  • Discretion and ability to handle confidential information.
  • Proactive attitude and ability to work independently.
  • Familiarity with basic bookkeeping or invoicing software is a plus.
  • Reliable internet connection and a suitable home office environment.
This is a fully remote position, allowing you to contribute from anywhere within Kenya.
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Customer Service and Client Experience Associate

Nairobi, Nairobi VibeReach Kenya

Posted 3 days ago

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Job Description

We are hiring a dedicated and professional Customer Service & Client Experience Associate to join our front-line support team. This role is suited for candidates with a passion for service, excellent communication skills and at least 1 year of experience in a customer-facing position. You will serve as the first point of contact for clients, ensuring prompt, clear and courteous support across all communication channels.
br>Key Responsibilities:

1. Respond to customer inquiries via phone, email and social media in a timely and professional manner

2. Offer accurate information regarding services, programs or events

3. Escalate and follow up on client issues until resolution is achieved

4. Maintain records of customer interactions and track service trends

5. Support internal communications by providing feedback on customer concerns

6. Assist in scheduling appointments, providing documentation and guiding clients through available support processes

Required Qualifications:

1. Minimum 1 year of experience in a customer service, administrative or support role

2. Certificate or Diploma in Business Administration, Communications, Customer Service or related field

3. Excellent verbal and written communication skills

4. Ability to stay calm under pressure and handle complaints with professionalism

5. Proficiency in computer applications (MS Office, Google Workspace, or similar tools)

6. Strong organizational and time management skills
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Customer Service Representative

60400 Meru , Eastern KES45000 Annually WhatJobs

Posted today

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Job Description

full-time
Our client is looking for a dedicated and empathetic Customer Service Representative to join their fully remote support team. This role is essential for providing exceptional assistance and building positive relationships with our valued customers. You will be the primary point of contact, handling inquiries, resolving issues, and offering support through various communication channels, including phone, email, and chat. Your responsibilities will include addressing customer questions about products and services, processing orders, managing complaints, and providing information on company policies. We are seeking individuals with excellent communication skills, patience, and a strong ability to listen and understand customer needs. Proficiency in using customer relationship management (CRM) software and other support tools is essential. The ability to work independently, manage time effectively, and maintain a positive attitude while dealing with challenging situations in a remote environment is crucial. You will be expected to provide accurate and timely information, troubleshoot problems, and ensure customer satisfaction. This position offers a fantastic opportunity to develop your customer service skills and contribute to a positive customer experience, all from the comfort of your own home. Join a supportive team environment where your efforts directly impact customer loyalty and company reputation.

Responsibilities:
  • Respond promptly and professionally to customer inquiries via phone, email, and chat.
  • Provide accurate information about products, services, and company policies.
  • Resolve customer complaints and issues efficiently and effectively.
  • Process customer orders, returns, and exchanges.
  • Maintain customer records by updating account information in the CRM system.
  • Identify and escalate priority issues to the appropriate departments.
  • Gather customer feedback and share insights with the team for service improvement.
  • Adhere to company service standards and quality guidelines.
  • Manage time effectively to meet service level agreements (SLAs).
  • Contribute to a positive and collaborative team environment.
Qualifications:
  • High school diploma or equivalent; Associate's or Bachelor's degree preferred.
  • Proven experience in customer service or a similar role.
  • Excellent verbal and written communication skills.
  • Strong active listening and problem-solving abilities.
  • Proficiency with CRM software and common office applications.
  • Ability to multitask and manage time effectively in a remote setting.
  • Patience, empathy, and a customer-centric approach.
  • Ability to remain calm and professional under pressure.
  • Strong interpersonal skills and a team-player attitude.
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Customer Service Representative

80100 Nairobi, Nairobi KES30000 month WhatJobs

Posted today

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Job Description

full-time
Our client is looking for an enthusiastic and dedicated Customer Service Representative to join their vibrant team in **Malindi, Kilifi, KE**. This hybrid role provides the flexibility to work both remotely and from our client's local office. The ideal candidate will be the primary point of contact for customers, handling inquiries, resolving issues, and ensuring a positive customer experience. Key responsibilities include answering customer calls, responding to emails and live chat messages, processing orders, and providing product or service information. You will be expected to identify and escalate customer needs to appropriate departments, follow communication procedures, guidelines, and policies, and meet customer service metrics. Excellent communication, active listening, and problem-solving skills are essential. The ability to remain calm and professional, especially during challenging interactions, is paramount. We are seeking individuals with a friendly demeanor, a strong work ethic, and a genuine desire to help customers. Previous experience in a customer service or client-facing role is preferred. Familiarity with CRM systems and customer support software is a plus. A high school diploma or equivalent is required, with some college coursework being an advantage. You should be comfortable working independently in a remote capacity and also collaborating effectively with colleagues in the office. This is a great opportunity to contribute to customer satisfaction and be part of a supportive team environment, ensuring our client's customers feel valued and supported.
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Customer Service Representative

00901 Abothuguchi West KES45000 Annually WhatJobs

Posted today

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Job Description

full-time
Our client is seeking a proactive and customer-focused Customer Service Representative to join their support team. This role involves handling customer inquiries, resolving issues, and ensuring a positive customer experience. As a hybrid position, you will have the flexibility to work both remotely and from our office located in **Ruiru, Kiambu, KE**, allowing for a blend of focused independent work and collaborative team engagement.

Key Responsibilities:
  • Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
  • Provide information about products and services, addressing customer needs and concerns.
  • Troubleshoot and resolve customer issues efficiently and effectively.
  • Process orders, returns, and exchanges accurately.
  • Maintain detailed records of customer interactions and transactions.
  • Escalate complex issues to the appropriate departments when necessary.
  • Gather customer feedback to help improve services and products.
  • Adhere to company policies and procedures in all customer interactions.
  • Collaborate with team members to share best practices and improve service quality.
  • Meet individual and team performance targets for customer satisfaction and response times.

Qualifications:
  • Previous experience in customer service or a related role.
  • Excellent communication and interpersonal skills.
  • Strong problem-solving and conflict-resolution abilities.
  • Proficiency in using customer relationship management (CRM) software.
  • Ability to multitask and manage time effectively.
  • A patient and empathetic approach to customer interactions.
  • Comfortable working in both remote and office environments.
  • High school diploma or equivalent; further education is a plus.
  • Basic computer proficiency.
  • Ability to learn quickly and adapt to new systems.
We are looking for individuals who are passionate about providing exceptional service and contributing to a positive team dynamic in a hybrid work setting.
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Customer Service Representative

60200 Meru , Eastern KES360000 Annually WhatJobs

Posted today

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Job Description

full-time
Our client is seeking dedicated and customer-focused individuals to join their team as Customer Service Representatives at their Meru office. In this role, you will be the primary point of contact for customers, providing exceptional support and resolving inquiries efficiently. You will handle a variety of customer interactions through phone, email, and potentially in-person channels, ensuring a positive experience.

Key Responsibilities:
  • Respond to customer inquiries and provide information about products and services in a timely and accurate manner.
  • Resolve customer complaints and issues with professionalism and empathy, escalating complex problems as needed.
  • Process orders, requests, and account updates accurately.
  • Maintain customer records and update account information in the CRM system.
  • Identify customer needs and provide solutions that meet their expectations.
  • Build rapport and foster positive relationships with customers.
  • Adhere to company policies and procedures in all customer interactions.
  • Collaborate with team members to share knowledge and best practices.
  • Meet individual and team performance goals related to customer satisfaction and response times.
  • Handle customer feedback and provide insights to management for service improvement.
Qualifications:
  • High school diploma or equivalent; a degree in a related field is a plus.
  • Proven experience in customer service or a related client-facing role.
  • Excellent verbal and written communication skills.
  • Strong active listening and problem-solving abilities.
  • Proficiency in using computer systems, including CRM software and Microsoft Office Suite.
  • Ability to remain calm and professional under pressure.
  • Patience and empathy when dealing with customer issues.
  • Strong organizational skills and attention to detail.
  • Ability to work effectively as part of a team in an office environment.
  • A genuine desire to help customers and provide exceptional service.
This is an excellent opportunity to build a career in customer service within a supportive and professional office setting.
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Customer Service Representative

20117 Mwembe KES40000 month WhatJobs

Posted today

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Job Description

full-time
Our client is looking for a friendly and efficient Customer Service Representative to join their team in **Nakuru, Nakuru, KE**. This role involves interacting with customers, providing information, resolving queries, and ensuring a positive customer experience across various communication channels, including phone, email, and chat. You will be responsible for handling customer inquiries, troubleshooting issues, and processing orders or requests accurately and promptly. Maintaining detailed records of customer interactions and transactions is crucial. The ideal candidate will possess excellent communication and interpersonal skills, with a patient and professional demeanor. Strong problem-solving abilities and the capacity to remain calm and composed under pressure are essential. Proficiency in using customer relationship management (CRM) software and other relevant tools is expected. You should have a good understanding of the company's products and services to effectively assist customers. This position offers a hybrid work model, providing a balance between in-office collaboration and remote flexibility. A secondary school leaving certificate is a minimum requirement, with additional training or certification in customer service being an advantage. Previous experience in a customer service role is highly preferred. Our client values customer satisfaction and is committed to providing exceptional support. Join us and be a key part of a team dedicated to exceeding customer expectations.
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