Client Support Officer

Placements24; Noord-Kaap; On-site; ZAR 260,000 - 420,000; Full time

Benefits offered by this job

Competitive salary

Performance-based incentives

Medical aid

Retirement fund

Wellness programs

Paid time off

Job summary

Placements24 in Kimberley, Northern Cape, seeks a highly organized Client Support Officer to manage inquiries, account operations, and client relations for a prestigious financial services client.

Role emphasizes professional client care, strong communication, and strict confidentiality within a structured office environment.

Qualifications

• 4+ years in client support or similar in financial services.
• Strong knowledge of banking, investment, or insurance products.
• Excellent verbal and written communication with professional demeanor.
• Proficient with financial services CRM systems and standard office software.
• Demonstrated organizational skills and attention to detail.
• Ability to handle sensitive client information with discretion.
• Strong problem-solving skills and ability to work under pressure.
• Client-centric approach with commitment to outstanding service.

Responsibilities

• Serve as primary contact for client inquiries with prompt, accurate information.
• Assist clients with account management, transactions, and product inquiries.
• Process new account openings and updates with precision.
• Ensure compliance with regulatory requirements and internal policies.
• Build and maintain strong client relationships through professional service.
• Troubleshoot client issues and escalate when necessary.
• Collaborate with relationship managers and other departments to meet needs.
• Maintain accurate client records and documentation.
• Educate clients on available services and products.
• Participate in team meetings and continuous improvement initiatives.

Skills

Client support

CRM software

Financial products

Communication

Data confidentiality

Problem solving

Attention to detail

Customer-centric

Education

Finance certifications (desirable)

Tools

CRM systems

Job description

About the Role

Our client, a prestigious financial services institution, is seeking a highly organized and detail-oriented Client Support Officer to join their dedicated team in Kimberley . This role is critical in providing exceptional service and support to the institution's discerning client base. You will manage client inquiries, facilitate account operations, and ensure a smooth and professional client experience. The ideal candidate possesses strong communication skills, a thorough understanding of financial products, and a commitment to maintaining the highest standards of client confidentiality and satisfaction. You will be an integral part of a reputable organization, contributing to its legacy of trust and excellence in service delivery within the Northern Cape region. This role requires an individual who thrives in a structured office environment and is passionate about building lasting client relationships. Your contribution will be vital in upholding our client's reputation for reliability and exceptional customer care in the local market.

Key Responsibilities

• Serve as the primary point of contact for client inquiries, providing prompt and accurate information.
• Assist clients with account management, transactions, and inquiries related to financial products and services.
• Process new account openings, updates, and other administrative tasks with precision.
• Ensure compliance with all regulatory requirements and internal policies regarding client interactions and data.
• Build and maintain strong, positive relationships with clients through professional and courteous service.
• Troubleshoot and resolve client issues or complaints efficiently, escalating when necessary.
• Collaborate with relationship managers and other departments to meet client needs.
• Maintain accurate and organized client records and documentation.
• Educate clients on available services and products.
• Participate in team meetings and contribute to continuous improvement initiatives.

Requirements

• Minimum of 4 years of experience in client support, customer service, or a related role within the financial services industry.
• Strong understanding of banking, investment, or insurance products and services.
• Excellent verbal and written communication skills, with a professional demeanor.
• Proficiency in using financial services CRM systems and standard office software.
• Exceptional organizational skills and attention to detail.
• Ability to handle sensitive client information with discretion and confidentiality.
• Strong problem-solving skills and the ability to work effectively under pressure.
• A client-centric approach with a passion for delivering outstanding service.
• Relevant professional qualifications or certifications in finance are highly desirable.
• Must be able to work on-site at our client's Kimberley branch.

Benefits

Our client offers a competitive salary, performance-based incentives, and a comprehensive benefits package including medical aid, retirement fund, and other employee wellness programs. Opportunities for professional development and advancement within the institution are available. The office environment in Kimberley is professional and supportive, fostering teamwork and client focus. Paid time off, including vacation and sick leave, is provided. Join a stable and respected organization that values its employees and their contribution to client success.