Client Service Officer - Banking (5 month contract)

Isilumko Staffing; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A financial services provider in Johannesburg is seeking a Client Service Officer to deliver outstanding service across trading and investment platforms. The role involves managing client queries, executing trading activities, and cross-selling bank products. Candidates should have a matric and be FAIS accredited or studying toward it, along with a minimum of 3 years of client service experience in a broker environment. This position rewards exceptional performance and offers opportunities for professional growth.

Qualifications

• Minimum 3 years of client service experience in a broker environment.
• In-depth understanding of FICA, broker business, and related trading instruments.

Responsibilities

• Provide exceptional client service by keeping abreast of all broker-serviced products.
• Execute trading and investing activities in JSE Equities and more.
• Educate clients on trading and investment processes.

Skills

Excellent verbal communication

Attention to detail

Client-centric approach

Education

Matric with tertiary qualification

FAIS Accredited or studying toward FAIS

Tools

MS Office

BDA / CCM

JIRA applications

Job description

Role Overview :

As a Client Service Officer, you will be pivotal in delivering outstanding service across our trading and investment platforms. You will act as a key contact for traders and investors, offering guidance on stock market investments and OST’s offerings. Your role involves managing client queries, trading activities, and cross-selling bank products to enhance client satisfaction.

Key Responsibilities :

• Provide exceptional client service by keeping abreast of all broker-serviced products.
• Execute trading and investing activities in JSE Equities, SAFEX products, OTC products, and more as per client instructions.
• Educate clients on trading and investment processes.
• Actively cross-sell and promote OST and bank products.
• Respond to client queries efficiently via telephone and JIRA.
• Coordinate with transfer secretaries for share withdrawals and portfolio management.
• Ensure adherence to policies and procedures and manage account closures.
• Maintain positive relationships with internal teams and external partners.

Key Performance Measures :

Achieve a 90% rating on service evaluations.

Meet cost and budget expectations.

Deliver high client satisfaction and effective query handling.

Generate innovative ideas and reduce operational errors.

Comply with all regulations and enhance internal and external relationships.

Competencies Required :

Qualifications : Matric, with a tertiary qualification or progress toward one; FAIS Accredited or studying toward FAIS accreditation.

Knowledge : In-depth understanding of FICA, broker business, JSE Equities, SAFEX products, OTC products, and related trading instruments.

Experience : Minimum 3 years of client service experience in a broker environment.

Technical Skills : Proficiency in MS Office, fair knowledge of BDA / CCM and JIRA applications.

Personal Skills : Excellent verbal communication, attention to detail, ability to handle pressure, and a client-centric approach.