Client Services Officer (Client Support)

Helderberg Personnel CC; Somerset West; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Helderberg Personnel CC is seeking a highly experienced professional with a strong background in client services and administration within the financial services sector. The ideal candidate will support client onboarding processes, participate in KYC/CDD procedures, and maintain high service standards while using CRM systems and MS Office tools daily.

With extensive experience (13+ years) in similar roles, you will handle inquiries, document management, and ensure accurate, compliant client

Qualifications

• Diploma or certification in Financial Services, Compliance, or Client Services is advantageous.
• 13 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.
• Experience with CRM or case management systems (e.g., Salesforce).

Skills

Client service experience

KYC/CDD onboarding experience

CRM systems experience (Salesforce)

MS Office proficiency

Education

Diploma or certification in Financial Services / Compliance / Client Services

Tools

Excel

Word

Outlook

Job description

Experience:

• Relevant tertiary qualifications (e.g. Business Administration, Finance, Economics, or related field).


• Diploma or certification in Financial Services, Compliance, or Client Services (advantageous).


• Strong proficiency in Microsoft Office (particularly Excel, Word, and Outlook).


• 13 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.


• Exposure to handling client queries and maintaining high service standards.


• Experience working with internal systems (e.g. CRM or case management systems such as Salesforce).