Client Support Executive - Port Elizabeth

Placements24; Gqeberha; Hybrid; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Health insurance

Remote work flexibility

Ongoing training and career growth

Job summary

Placements24 is seeking a Client Support Executive for a remote role. You will manage client accounts, answer inquiries, and provide financial guidance to a diverse client base. The position emphasizes strong communication, relationship-building, and adherence to regulatory standards.

The role requires at least 2 years in customer service within financial services, proficiency with CRM tools, and the ability to work independently from home while delivering exceptional client support.

Qualifications

• Minimum 2 years in customer service, client relations, or similar role within financial services.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of financial products and services is desirable.
• Proficiency with CRM software and standard office applications.
• Ability to manage multiple client accounts and prioritise tasks.
• Detail-oriented with a commitment to accuracy.
• Proactive, independent problem-solver in a remote setting.
• Reliable with a strong work ethic.

Responsibilities

• Serve as the primary point of contact for clients, addressing inquiries promptly and professionally.
• Provide information and assistance regarding financial products and services.
• Manage client accounts, ensuring accuracy of records and updates.
• Resolve client issues and complaints efficiently, escalating complex cases when required.
• Build and maintain strong, long-lasting client relationships based on trust and service.
• Conduct client needs assessments to offer suitable financial solutions.
• Adhere to all regulatory requirements and company policies.
• Maintain detailed records of client interactions and transactions.
• Collaborate with internal teams to ensure seamless service delivery.
• Proactively seek opportunities to enhance the client experience.

Skills

Excellent communication

Interpersonal skills

Time management

Remote work

Proactive problem solving

Account management

Reliability

Education

Finance or customer service certifications

Tools

CRM software

MS Office

Job description

About the Role

Our client, a leading financial services provider, is seeking a dedicated and articulate Client Support Executive to join their esteemed team in **Port Elizabeth, Eastern Cape**. This role is vital in delivering superior service and support to a diverse clientele, ensuring their financial needs are met efficiently and professionally. The ideal candidate will possess excellent communication skills, a keen understanding of client requirements, and a strong ethical compass. As a Client Support Executive in **Port Elizabeth**, you will manage client accounts, address inquiries, provide financial guidance, and resolve issues promptly. This position offers a **Remote** work arrangement, allowing for flexibility while maintaining a high standard of client interaction. Your role will be crucial in fostering long-term client relationships and upholding our client's reputation for excellence in **Port Elizabeth** and beyond.

Key Responsibilities

• Serve as the primary point of contact for clients, addressing their inquiries and concerns promptly and professionally.
• Provide information and assistance regarding financial products and services.
• Manage client accounts, ensuring accuracy of records and facilitating necessary updates.
• Resolve client issues and complaints efficiently, escalating complex cases when required.
• Build and maintain strong, long-lasting client relationships based on trust and exceptional service.
• Conduct client needs assessments to offer suitable financial solutions.
• Adhere to all regulatory requirements and company policies.
• Maintain detailed records of client interactions and transactions.
• Collaborate with internal teams to ensure seamless service delivery.
• Proactively seek opportunities to enhance the client experience.

Requirements

• Minimum of 2 years of experience in customer service, client relations, or a similar role within the financial services industry.
• Excellent communication, interpersonal, and negotiation skills.
• Strong understanding of financial products and services is highly desirable.
• Proficiency in using CRM software and standard office applications.
• Ability to manage multiple client accounts and prioritize tasks effectively.
• Detail-oriented with a commitment to accuracy.
• A proactive and problem-solving approach to client support.
• Ability to work independently and manage time effectively in a **Remote** setting.
• Must be reliable and possess a strong work ethic.
• Relevant certifications or qualifications in finance or customer service are a plus.

Benefits

Our client offers a competitive salary, performance incentives, comprehensive health insurance, and opportunities for career advancement within the financial sector. This **Remote** position provides significant flexibility, allowing you to work from home. Employees benefit from ongoing training, a supportive team environment, and access to resources that promote professional growth. We are committed to empowering our employees and fostering a culture of continuous learning and client advocacy. Join our team and contribute to financial success from your **remote** location, serving clients in **Port Elizabeth** and the wider region.