Client Service Specialist - Investments(CH1179)

CapitalH; Durbanville; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading investment firm is seeking a Client Service Representative to ensure an exceptional client experience in Tyger Valley, South Africa. The ideal candidate should have over 5 years of client service experience in financial sectors and a strong grasp of AML/KYC regulations. Responsibilities include delivering omni-channel support, assisting with documentation, and performing client due diligence. Market-related remuneration and onsite working model are offered.

Qualifications

• 5+ years in client service within investments or financial services.
• Strong working knowledge of KYC across various client types.
• Excellent verbal and written communication skills.

Responsibilities

• Deliver exceptional client service across various channels.
• Assist with onboarding and maintenance in line with AML standards.
• Perform client due diligence checks and maintain accurate KYC documentation.

Skills

Client service expertise

Knowledge of AML regulations

Effective communication skills

Detail-oriented

Education

Relevant business degree

Job description

SUMMARY : POSITION INFO :

Our client, a leading investment firm, is seeking a Client Service Representative in Tyger valley (Cape Town) to champion an exceptional end-to-end client experience. You’ll deliver best-in-class service across channels, resolve queries swiftly, and support compliant onboarding and maintenance with rigorous AML / KYC standards in a collaborative, high-integrity environment.

Minimum Requirements

• Education : Relevant business degree.
• Experience : 5+ years in client service within investments / asset management / financial services.
• Compliance : Strong working knowledge of AML regulations and KYC across client types (individuals, trusts, charities / NPOs, corporates).
• Communication : Excellent verbal and written communication; confident across phone, email and online channels.

Key Responsibilities

• Ensure a consistently professional, positive client service experience.
• Provide omni-channel support (phone, email, online) and product assistance.
• Escalate urgent matters promptly and drive to resolution.
• Proactively follow up to obtain outstanding client information.
• Assist with form completion and documentation where applicable.
• Perform client due-diligence checks; determine appropriate review levels per AML obligations.
• Validate and maintain accurate KYC documentation.

Competencies & Personal Characteristics

• Adaptable, energetic, and effective in dynamic environments.
• Calm under pressure; meets regulatory and internal deadlines.
• Empathetic, approachable, and client-centric with professional presence.
• Diligent, accountable, detail-oriented; takes ownership.
• Strong team player who can prioritise and manage competing tasks.

Working Model & Remuneration

• Working model : Onsite in Tyger valley (details to be confirmed with shortlisted candidates).
• Remuneration : Market-related, aligned to skills and experience with performance-based component.

General

• We are committed to fair and inclusive hiring. All suitably qualified applicants are welcome to apply.
• Preference may be given in line with our client’s Employment Equity plan and applicable legislation.
• Applicants must have the legal right to work in South Africa at the time of application.
• Only shortlisted candidates will be contacted. If you do not hear from us within 30 days,