Client Success Advisor - Financial Services

Placements24; Bloemfontein; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

Career growth opportunities

Comprehensive training on financials

Professional work environment in Bloem

Job summary

Placements24 is seeking a Client Support Specialist in Bloemfontein to deliver exceptional support for a range of financial products and services. You will handle inquiries, guide account management, process requests, and maintain client satisfaction in a professional manner.

The role requires strong communication, attention to detail and a proactive service mindset aligned with the financial sector. Local Bloemfontein presence is essential.

Qualifications

• Experience in customer service, preferably in financial services.
• Strong knowledge of financial products and services is advantageous.
• Excellent communication, interpersonal and active listening skills.
• Detail-oriented with strong organization and time-management abilities.
• Proficient with CRM systems and handling sensitive client information.

Responsibilities

• Respond to client inquiries via phone, email, and in-person.
• Assist clients with account management and transactions.
• Process client requests accurately (opening accounts, transfers, updates).
• Provide information on products, services and policies.
• Resolve issues and escalate when needed to other departments.
• Maintain accurate client records within company systems.
• Ensure compliance with financial regulations and policies.
• Build strong client relationships through professional interactions.
• Identify opportunities to cross-sell relevant financial products.
• Continuously update knowledge of products and industry trends.

Skills

Customer service

Financial product knowledge

Communication skills

Attention to detail

Active listening

Problem solving

Education

High school diploma

NQF Level 4 or equivalent

Tools

CRM software

Job description

Placements24 is seeking a Client Support Specialist in Bloemfontein to deliver exceptional support for a range of financial products and services. You will handle inquiries, guide account management, process requests, and maintain client satisfaction in a professional manner.

The role requires strong communication, attention to detail and a proactive service mindset aligned with the financial sector. Local Bloemfontein presence is essential.