Client Service Officer (Finance Industry)

J.A.Z Recruitment; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A recruitment agency in South Africa seeks a candidate to optimize workflow and standards for a client-focused operational service. The role involves monitoring service standards, addressing issues, and contributing to staff training. Candidates with experience in the finance industry and a relevant qualification are preferred, along with strong organizational and communication skills.

Qualifications

• Experience within the Finance Industry advantageous.
• Willingness to study towards a relevant qualification.

Responsibilities

• Deliver on service standards as per established service model.
• Ensure adherence to processes and address issues.
• Work proactively with other business functions and stakeholders.
• Monitor progress of assigned cases.
• Contribute to staff training programmes.

Skills

Strong organisational and administrative skills

Good communication skills

Ability to work under pressure and multi-task

Attention to detail

Education

Relevant professional qualification

Job description

Overview

The focus will be to support the processes and procedures to optimise workflow and standards to provide an excellent client experience. The post holder is required to positively influence the team with an aim to establish a multi skilled and cross trained team. This role is critical in delivering a client focused operational service to the clients, distribution partners and service providers. You will have responsibility for operational tasks and supporting the team members with ad hoc service support requests from your colleagues. You will also exercise quality control over tasks and process to ensure adherence.

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 relations to the functions 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, check quality of work.
• 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.
• Assist and undertake case work as required in the function.
• Contribute to staff training programmes.
• Take part and actively contribute to the weekly team meetings.
• Please be advised that the Team Leader will be responsible for allocating workloads, with the support from the Senior Officer.
• You may be required to perform other reasonable tasks from time to time, within the scope of your role to support the business.

Competencies

• Strong organisational and administrative skills
• Ability to work as part of a team and positively influence and contribute to the team
• Good communication skills over the phone, in person and comfortable using video technology to engage with clients and colleagues.
• Ability to work with confidential and sensitive data
• Good time management skills
• Ability to work under pressure and multi-task
• Experience of working in and maintain good client relationships and delivering good service
• High level of commitment and positive attitude
• Exercise the highest ethical and safety standards when conducting your work, particularly where other people are involved.
• Be energetic in your approach to performing a service to the Company
• Be attentive to detail and work methodically and accurately
• Exercise the utmost good faith towards the Company both in carrying out your duties and in all your dealings with the Company and its clients and / or its suppliers
• Process excellent communication skills
• Present yourself professionally to fellow employees and clients of the Company
• Use your initiative
• Able to work independently as well as part of a team
• A willing and flexible attitude to working hours to support team and business needs, as required.

Requirements

• Experience within the Finance Industry advantageous.
• A relevant professional qualification or a willingness to study towards one.