Client Operations Specialist: Onboarding & Service

The Talent Room; Somerset West; On-site; ZAR 200,000 - 260,000; Full time

Benefits offered by this job

Career development

Inclusive culture

Opportunity to drive improvements

Social events

Job summary

The Talent Room in Western Cape is seeking an organised Administrative/Client Services professional to support onboarding and ongoing client enquiries. You will ensure service standards, manage documentation, and maintain accurate records while liaising with internal teams to resolve issues.

Responsibilities include handling KYC/CDD processes, using Salesforce and Office applications, and delivering a high level of service in a busy finance-related environment.

Qualifications

• Relevant tertiary qualification in Business Administration, Finance, Economics, or related field.
• Diploma or certification in Financial Services, Compliance, or Client Services is advantageous.
• Strong proficiency in Microsoft Office (Excel, Word, Outlook).
• 3–5 years’ experience in a client services or administrative role, preferably within the financial services industry.
• Experience supporting client onboarding, including KYC/CDD processes and documentation.
• Proven experience handling client queries and maintaining high service standards.
• Strong proficiency with internal systems (e.g. CRM or case management systems such as Salesforce).

Responsibilities

• Deliver on Service standards as per established Service Model for the function.
• Ensure adherence processes and address/raise issues that need attention.
• Work proactively with other business functions and stakeholders.
• Ensure fees in relation to the function’s responsibilities are posted for services rendered in a timely manner and in line with processes.
• Undertake and participate in relevant management of departmental meetings.
• Periodically review work being undertaken to check for adherence to policy and procedures and check quality of work and sign off if requested.
• Ensure complaints, errors and omissions are dealt with as per company policy.
• Daily monitoring of progress of assigned cases.
• Dealing with assigned outstanding cases and follow up.
• Ensuring relevant record keeping on systems used for processing or managing work are maintained and up to date across the function.
• To assist and undertake case work as required in the function.
• Act as a signatory for the business and apply a questioning mind to all aspects of this responsibility.
• Contribute to staff training programmes.
• Mentoring New Starters and providing practical support.
• Provide first-line escalation support to Officers and Administrators by resolving queries, handling escalated calls, and assisting with investigations.
• Facilitated refresher training sessions for Officers, Administrators, and cross-functional teams.
• You will take part and actively contribute to the weekly Team Meetings.
• Assisting and stepping in on behalf of your Team leader during their absence for meetings and team support.
• From time to time, you may be required to perform other reasonable tasks within the scope of your role to support the business

Skills

Client service

Communication

Time management

Teamwork

Attention to detail

Education

Tertiary qualification in Business Administration / Finance / Economics

Diploma or certification in Financial Services / Compliance / Client Services

Tools

Salesforce

CRM systems

Microsoft Office

Excel

Job description

The Talent Room in Western Cape is seeking an organised Administrative/Client Services professional to support onboarding and ongoing client enquiries. You will ensure service standards, manage documentation, and maintain accurate records while liaising with internal teams to resolve issues.

Responsibilities include handling KYC/CDD processes, using Salesforce and Office applications, and delivering a high level of service in a busy finance-related environment.