Client Operations Specialist

Trustandpension; South Africa; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Trustandpension is seeking a Client Services Officer in Client Operations to support onboarding and ongoing transactions, delivering a high-quality client experience.

You will work in a team to handle KYC/CDD, case management, and CRM systems, ensuring accurate records and timely resolutions. Strong communication, organization, and a service-oriented mindset are essential for success.

Qualifications

• Relevant tertiary qualifications (e.g. Business Administration, Finance, Economics, or related field).
• Diploma or certification in Financial Services, Compliance, or Client Services (advantageous).
• Strong proficiency in Microsoft Office (Excel, Word, Outlook).
• 1–3 years’ experience in a client services or administrative role, preferably within financial services.

Responsibilities

• Deliver services in line with the established Service Model and standards for the function.
• Manage and follow up on outstanding cases to ensure resolution within timeframes.
• Maintain accurate records across systems used to process and manage work.
• Support training programmes and participate in weekly team meetings.

Skills

Microsoft Excel

Microsoft Word

Microsoft Outlook

Client onboarding

KYC/CDD

Salesforce

CRM systems

Administrative support

Education

Business Administration

Finance

Economics

Diploma or certification in Financial Services

Tools

Salesforce

Job description

Trustandpension is seeking a Client Services Officer in Client Operations to support onboarding and ongoing transactions, delivering a high-quality client experience.

You will work in a team to handle KYC/CDD, case management, and CRM systems, ensuring accurate records and timely resolutions. Strong communication, organization, and a service-oriented mindset are essential for success.