Client Support Analyst

Placements24; Durban; On-site; ZAR 360,000 - 600,000; Full time

Benefits offered by this job

Medical aid

Retirement annuity fund

Professional certifications and培训

Job summary

Placements24 in Durban is seeking a detail-oriented Client Support Analyst to join our established team. The role focuses on maintaining client satisfaction by resolving inquiries related to financial products and services, requiring strong analytical thinking and excellent communication.

On-site in Durban, with opportunities for progression and professional development. The ideal candidate has at least 4 years in client support within financial services, understands financial products and

Qualifications

• Minimum 4 years in client support or related role in financial services.
• Strong understanding of financial products, markets and regulations.
• Excellent communication and problem-solving skills.
• Based in Durban or willing to relocate for on-site work.

Responsibilities

• Serve as the primary point of contact for high-value clients, addressing inquiries and resolving issues promptly.
• Analyze client needs and provide tailored solutions and guidance on financial products.
• Investigate and resolve complex client complaints and technical issues with financial platforms.
• Liaise with internal departments (compliance, operations, sales) to ensure client issues are addressed comprehensively.
• Prepare regular reports on client support activities, trends, and resolutions.
• Maintain meticulous records of all client interactions and transactions within the CRM system.
• Proactively identify potential client issues and develop preventative strategies.
• Contribute to the development and improvement of client support processes and documentation.

Skills

Client support

Account management

Analytical skills

Communication skills

CRM proficiency

Education

Finance or Business degree

Tools

CRM platforms

Financial software

Job description

About the Role

Our client, a prominent financial services firm, is seeking a detail-oriented and proactive Client Support Analyst to join their established team in Durban, KwaZulu-Natal . This role is crucial for maintaining high levels of client satisfaction by providing expert support and resolving complex inquiries related to our financial products and services. The successful candidate will possess a strong analytical mindset, excellent communication skills, and a thorough understanding of the financial industry. This is a fantastic opportunity to work within a professional environment that prioritizes client relationships and offers significant avenues for career progression. We are looking for an individual who can manage client expectations effectively, troubleshoot challenging issues, and contribute to the overall efficiency of the support department. Your expertise will be vital in ensuring our clients receive timely and accurate assistance, strengthening their trust and confidence in our services.

Key Responsibilities

• Serve as the primary point of contact for high-value clients, addressing inquiries and resolving issues promptly.
• Analyze client needs and provide tailored solutions and guidance on financial products.
• Investigate and resolve complex client complaints and technical issues with financial platforms.
• Liaise with internal departments (e.g., compliance, operations, sales) to ensure client issues are addressed comprehensively.
• Prepare regular reports on client support activities, trends, and resolutions.
• Maintain meticulous records of all client interactions and transactions within the CRM system.
• Proactively identify potential client issues and develop preventative strategies.
• Contribute to the development and improvement of client support processes and documentation.

Requirements

• Minimum of 4 years of experience in client support, account management, or a related role within the financial services industry.
• Demonstrated understanding of financial products, markets, and regulatory requirements.
• Strong analytical and problem-solving skills with a keen eye for detail.
• Excellent verbal and written communication skills, with the ability to articulate complex information clearly.
• Proficiency in financial software and CRM platforms.
• Ability to work effectively under pressure and manage multiple client priorities.
• A relevant tertiary qualification in Finance, Business, or a related field is highly desirable.
• Must be based in or willing to relocate to Durban, KwaZulu-Natal, for an on-site role.

Benefits

Our client offers a competitive remuneration package, including an attractive annual salary and potential performance bonuses. Employees benefit from comprehensive medical aid, a retirement annuity fund, and opportunities for professional certifications and advanced training. This role is based in a modern office environment in Durban , fostering a collaborative and professional atmosphere. The company culture encourages professional growth and provides clear pathways for career advancement. Join a leading financial institution where your expertise in client support will be recognized and rewarded. Make a tangible impact on client relationships and contribute to the sustained success of a respected industry player.