Client Relations Specialist - Financial Services (Hybrid)

Placements24; Sandton; Hybrid; ZAR 360,000 - 540,000; Full time

Benefits offered by this job

Hybrid role

Competitive salary + bonus

Professional development

Medical and retirement benefits

Job summary

Placements24 is seeking a professional Customer Relations Officer for our Sandton, Gauteng office. This hybrid role blends remote flexibility with in-office collaboration to manage high-value client relationships and resolve complex inquiries.

You will provide expert guidance on financial products, collaborate with internal teams, and ensure exceptional service while maintaining compliance and client satisfaction.

Qualifications

• Proven experience in customer relations, account management, or client services in financial services.
• Exceptional verbal and written communication, professional demeanor.
• Strong interpersonal skills and ability to analyze client needs.
• Proficiency with CRM and financial management software.
• Hybrid work readiness and ability to commute to Sandton, Gauteng.

Responsibilities

• Manage relationships with a portfolio of high-value clients.
• Serve as the primary contact for inquiries, concerns, and requests.
• Provide guidance on financial products and services.
• Resolve complex client issues with timely, satisfactory resolutions.
• Conduct regular client reviews and identify opportunities to enhance financial strategies.
• Process client requests, documentation, and account updates accurately.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with investment and lending teams to meet client needs.
• Prepare reports on client interactions and portfolio performance.
• Participate in team meetings, training, and client events, both remotely and in-office.

Skills

Exceptional communication

Negotiation

Problem-solving

Relationship-building

Time management

Education

Finance or customer management qualifications

Tools

CRM systems

Financial management software

Job description

Placements24 is seeking a professional Customer Relations Officer for our Sandton, Gauteng office. This hybrid role blends remote flexibility with in-office collaboration to manage high-value client relationships and resolve complex inquiries.

You will provide expert guidance on financial products, collaborate with internal teams, and ensure exceptional service while maintaining compliance and client satisfaction.