Client Support Associate - WhatJobs Direct (Port Elizabeth)

Placements24; Gqeberha; On-site; ZAR 180,000 - 300,000; Full time

Benefits offered by this job

Competitive starting salary

Medical aid

Retirement fund

Extensive training programs

Paid annual leave

Career development opportunities

Job summary

Placements24 is recruiting a Client Support Associate for a reputable financial services client in Port Elizabeth, Eastern Cape. You will provide frontline support for banking needs, handle account inquiries, and process service requests with a focus on accuracy and courtesy.

You will educate clients on banking services and digital tools, identify needs, and refer suitable products. Join a supportive branch team dedicated to excellent service, customer satisfaction, and achieving service and

Qualifications

• 1-2 years of customer service or client-facing experience in banking or financial services.
• Excellent communication and interpersonal skills.
• Strong attention to detail and accuracy when handling transactions.
• Proficiency with basic computer applications and ability to learn new systems quickly.
• Friendly, approachable demeanor and team-oriented mindset.

Responsibilities

• Provide direct customer assistance for a range of banking products and services.
• Handle inquiries via phone, email, and in-person with professionalism.
• Process deposits, withdrawals, and transfers accurately.
• Assist clients with account opening, maintenance, and closures.
• Educate clients on banking services and digital tools.
• Identify customer needs and suggest appropriate financial products or services.
• Maintain confidentiality and adhere to company policies and regulatory requirements.
• Escalate complex issues to appropriate internal departments.
• Contribute to achieving branch service and sales targets.

Skills

Customer service

Communication skills

Attention to detail

Teamwork

Adaptability

Education

High school diploma or equivalent

Job description

About the Role

Our client, a reputable financial services institution, is seeking a diligent and customer-focused Client Support Associate to join their branch team in **Port Elizabeth, Eastern Cape**. This role is essential for providing frontline support to clients, assisting them with their banking needs, account inquiries, and service requests. The ideal candidate will be empathetic, professional, and possess strong communication skills, with a commitment to delivering excellent service. You will play a key role in building client relationships and ensuring their satisfaction with the services provided. This is an excellent opportunity to begin or advance a career in the financial services sector within a supportive and established organization in **Port Elizabeth**.

Key Responsibilities

• Provide direct customer assistance for a range of banking products and services.
• Handle client inquiries via phone, email, and in-person, resolving issues efficiently and accurately.
• Process account transactions, including deposits, withdrawals, and transfers.
• Assist clients with account opening, closing, and maintenance requests.
• Educate clients on available banking services and digital tools.
• Identify customer needs and recommend appropriate financial products or services.
• Ensure all client interactions are handled with the utmost professionalism and confidentiality.
• Maintain accurate records of customer interactions and transactions.
• Adhere to all company policies, procedures, and regulatory compliance requirements.
• Escalate complex issues to the appropriate internal departments for resolution.
• Contribute to achieving branch service and sales targets.

Requirements

• Previous experience (1-2 years) in a customer service or client-facing role, preferably within the financial services industry.
• Excellent communication, listening, and interpersonal skills.
• Strong attention to detail and accuracy in handling transactions.
• Proficiency in basic computer applications and the ability to learn new systems quickly.
• A friendly and approachable demeanor with a commitment to providing exceptional customer service.
• Ability to work effectively in a team environment.
• High school diploma or equivalent required; relevant certifications or further education are advantageous.
• Must be able to work within the **Port Elizabeth, Eastern Cape** branch during operating hours.
• Understanding of banking regulations and compliance is a plus.

Benefits

• Competitive starting salary with opportunities for salary progression based on performance.
• Comprehensive benefits package including medical aid and retirement fund.
• Extensive training programs and career development opportunities.
• A stable and reputable employer in the financial sector.
• Paid annual leave and sick leave.
• Opportunities to gain valuable experience in financial services.
• Supportive team environment within the **Port Elizabeth** branch.