Client Support Executive

Placements24; Klerksdorp; Hybrid; ZAR 360,000 - 560,000; Full time

Benefits offered by this job

Base salary with performance bonuses

Comprehensive medical benefits

Retirement benefits

Professional development opportunities

Hybrid work environment

Generous annual leave

Job summary

Placements24 is seeking a proactive Client Support Executive in Klerksdorp, North West, operating in a hybrid model. You will manage high-value client relationships, provide expert financial product guidance, and handle transactions with accuracy and professionalism.

Strong communication, negotiation, and CRM skills are essential, as is ensuring regulatory compliance and collaboration with internal teams. The role emphasizes delivering superior client service, expanding client relationships, and

Qualifications

• 4+ years in client service, account management, or related role in financial services.
• Knowledge of financial products and services.
• Proven ability to build rapport and trust with clients.
• Excellent communication, negotiation, and interpersonal skills.
• Strong organizational and time management abilities.
• Proficiency in financial software and CRM systems.

Responsibilities

• Manage and nurture relationships with a portfolio of high-value clients.
• Provide expert advice and solutions regarding financial products and services.
• Process client requests, transactions, and account maintenance accurately and efficiently.
• Address client inquiries and concerns promptly, resolving issues to their satisfaction.
• Proactively identify opportunities to deepen client relationships and offer additional value.
• Ensure compliance with all regulatory requirements and internal policies.
• Collaborate with internal teams to facilitate seamless service delivery.
• Maintain accurate and up-to-date client records and documentation.
• Contribute to team goals and support departmental initiatives.

Skills

Client relationship management

Communication skills

Negotiation

Rapport building

Time management

Education

Financial qualifications/certifications

Tools

CRM software

Financial software

Job description

About the Role

Our client, a distinguished financial services institution, is seeking a proactive and detail-oriented Client Support Executive to join their esteemed team in Klerksdorp, North West . This integral role focuses on providing superior support and advisory services to a dedicated client base, ensuring their financial needs are met with efficiency and professionalism. You will act as a key liaison, managing inquiries, facilitating transactions, and offering solutions tailored to individual client requirements. This position operates on a hybrid model, allowing for effective collaboration within the Klerksdorp office while providing flexibility. The ideal candidate possesses a strong financial acumen, excellent communication abilities, and a commitment to upholding the highest standards of client service in the North West region.

Key Responsibilities

• Manage and nurture relationships with a portfolio of high-value clients.
• Provide expert advice and solutions regarding financial products and services.
• Process client requests, transactions, and account maintenance activities accurately and efficiently.
• Address client inquiries and concerns promptly, resolving issues to their satisfaction.
• Proactively identify opportunities to deepen client relationships and offer additional value.
• Ensure compliance with all regulatory requirements and internal policies.
• Collaborate with internal teams to facilitate seamless service delivery.
• Maintain accurate and up-to-date client records and documentation.
• Contribute to team goals and support departmental initiatives.

Requirements

• A minimum of 4 years of experience in client service, account management, or a related role within the financial services sector.
• Demonstrable knowledge of financial products and services.
• Proven ability to build rapport and trust with clients.
• Excellent communication, negotiation, and interpersonal skills.
• Strong organizational and time management abilities.
• Proficiency in financial software and CRM systems.
• Ability to work effectively in a hybrid environment, balancing on-site and remote responsibilities.
• Relevant financial qualifications or certifications are highly preferred.
• Residing in or able to commute to Klerksdorp, North West for scheduled office days.

Benefits

• Attractive base salary with potential for bonuses based on performance.
• Comprehensive medical and retirement benefits.
• Opportunities for continuous professional development and industry-specific training.
• A sophisticated hybrid work environment.
• Access to leading financial tools and resources.
• Generous annual leave entitlement.
• Supportive team culture within a reputable institution.