Client Services Specialist - Financial Services

PPS Recruitment; Wes-Kaap; On-site; ZAR 240,000 - 360,000; Full time

Job summary

PPS Investments, part of the PPS Group, is seeking a Client Service Consultant to handle incoming client queries across multiple channels. The role emphasizes high-quality client service within the financial services and asset management space.

The ideal candidate has 1–2 years’ experience, knowledge of FICA/FAIS and FATCA, and a commerce degree. Strong communication and relationship-building skills are essential for success in a busy, client-facing environment.

Qualifications

• 1–2 years’ experience within financial services industry; investments/LISP/Asset Management environment
• Knowledge on FICA/FAIS and FATCA legislation requirements and TCF outcomes
• Knowledge and experience in client services / contact centre environments
• Bachelor’s degree in Commerce related field essential.

Responsibilities

• Provide client services to Clients/Intermediaries/PPS Insurance distribution channels and broader distribution force relating to and within the financial services/LISP/Asset Management environment.
• Handle all client queries and/or complaints (telephonic/written/social media) and resolve issues to completion in a timely manner.
• Apply technical knowledge to secure end-to-end finalization of client requests.
• Work across organizational boundaries to obtain outstanding information and clarify instructions received to improve client experience.
• Evaluate problems regarding service issues and enquiries to determine importance and urgency.
• Perform investigations to facilitate problem resolution timeously.
• Ensure service excellence to Clients/Intermediaries within best practice and standards.
• Manage reputational risk and ensure regulatory compliance.

Skills

Communication skills

Written communication

Relationship building

Planning & organizing

Resilience

Education

Bachelor’s degree in Commerce

Tools

Sales Logix or CRM

Job description

PPS Investments, part of the PPS Group, is seeking a Client Service Consultant to handle incoming client queries across multiple channels. The role emphasizes high-quality client service within the financial services and asset management space.

The ideal candidate has 1–2 years’ experience, knowledge of FICA/FAIS and FATCA, and a commerce degree. Strong communication and relationship-building skills are essential for success in a busy, client-facing environment.