Client Experience Specialist — Pretoria (Finance)

Placements24; Pretoria; On-site; ZAR 300,000 - 420,000; Full time

Benefits offered by this job

Competitive salary

Health and wellness benefits

Bonuses based on performance

Career development opportunities

Pension fund contributions

Structured office environment

Team lunches and social events

Paid leave

On-site parking

Job summary

Placements24 in Pretoria, Gauteng, is seeking a Customer Experience Advocate to ensure an exemplary client journey within a financial services environment. This office-based role emphasizes proactive support, cross-department collaboration, and a professional client-facing demeanor.

You will handle inquiries, educate clients on services, process requests, and contribute to service improvements while maintaining high standards of client care.

Qualifications

• Experience in customer service within the financial sector.
• Excellent communication and interpersonal skills.
• Based in or able to commute to Pretoria, Gauteng.
• High school diploma required; a degree in Business or Finance is advantageous.

Responsibilities

• Serve as the primary contact for client inquiries and concerns.
• Manage client relationships and foster loyalty.
• Resolve client issues promptly and escalate when needed.
• Educate clients on available services and products.
• Conduct client needs assessments and provide tailored solutions.
• Process client requests and maintain accurate records.
• Collaborate with sales, operations, and compliance for seamless service.
• Gather client feedback and contribute to service improvements.
• Maintain professionalism and discretion at all times.
• Assist in onboarding new clients and provide ongoing support.

Skills

Client relations

Communication

CRM software

MS Office

Attention to detail

Education

Bachelor's degree in Business/Finance

Job description

Placements24 in Pretoria, Gauteng, is seeking a Customer Experience Advocate to ensure an exemplary client journey within a financial services environment. This office-based role emphasizes proactive support, cross-department collaboration, and a professional client-facing demeanor.

You will handle inquiries, educate clients on services, process requests, and contribute to service improvements while maintaining high standards of client care.