Client Support Officer - Mossel Bay Operations

Placements24; Mossel Bay; On-site; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

On-site in Mossel Bay

Career development opportunities

Job summary

Placements24 in Mossel Bay seeks a Client Support Officer to deliver top-tier service to clients in a financial services environment. The role requires in-office presence to foster teamwork and direct client engagement.

You will handle inquiries, assist with account openings, resolve issues, and maintain precise records while collaborating with internal teams to ensure seamless service and regulatory compliance.

Qualifications

• Proven experience in a client-facing role, preferably within financial services.
• Strong understanding of customer service principles and best practices.
• Excellent communication, interpersonal, and active listening skills.
• Proficiency in using CRM systems and standard office software.
• Ability to manage sensitive client information with discretion and confidentiality.

Responsibilities

• Respond to client inquiries via phone, email, and in-person regarding financial products and services.
• Assist clients with account opening, management, and transactional queries.
• Troubleshoot and resolve client issues promptly and accurately.
• Educate clients on product features, benefits, and procedures.
• Maintain detailed and accurate records of client interactions and transactions.
• Collaborate with internal departments to ensure efficient service delivery.
• Identify opportunities to enhance client satisfaction and loyalty.
• Adhere to all regulatory compliance and company policies.
• Process client requests and update account information as needed.
• Contribute to a positive and professional office environment in Mossel Bay.

Skills

Client-facing experience

Customer service

CRM proficiency

Communication skills

Organizational skills

Tools

CRM software

Office suite

Job description

About the Role

Our client, a prominent financial services provider, is actively seeking a Client Support Officer to join their team in Mossel Bay, Western Cape. This role is essential for delivering top-tier support to our valued clients, ensuring their needs are met with efficiency and professionalism. The ideal candidate will be adept at handling inquiries, resolving account-related issues, and maintaining strong client relationships. This is a ground-floor opportunity to make a significant impact within a reputable organization located in the scenic Mossel Bay area. This position requires dedicated, in-office presence to foster strong team collaboration and direct client engagement.

Key Responsibilities

• Respond to client inquiries via phone, email, and in-person regarding financial products and services.
• Assist clients with account opening, management, and transactional queries.
• Troubleshoot and resolve client issues promptly and accurately.
• Educate clients on product features, benefits, and procedures.
• Maintain detailed and accurate records of client interactions and transactions.
• Collaborate with internal departments to ensure efficient service delivery.
• Identify opportunities to enhance client satisfaction and loyalty.
• Adhere to all regulatory compliance and company policies.
• Process client requests and update account information as needed.
• Contribute to a positive and professional office environment in Mossel Bay.

Requirements

• Proven experience in a client-facing role, preferably within financial services.
• Strong understanding of customer service principles and best practices.
• Excellent communication, interpersonal, and active listening skills.
• Proficiency in using CRM systems and standard office software.
• Ability to manage sensitive client information with discretion and confidentiality.
• Detail-oriented with strong organizational and time-management skills.
• Must be available for full-time, in-office work at the Mossel Bay, Western Cape branch.
• Experience in handling complaints and resolving issues effectively.
• A professional demeanor and commitment to client satisfaction.

Benefits

Our client offers a competitive salary, comprehensive benefits package, and significant opportunities for professional development within the financial services sector. As an on-site role in beautiful Mossel Bay, you'll enjoy direct team collaboration and a vibrant office atmosphere. This is an excellent career opportunity in the Western Cape region, offering stability and growth potential within a respected institution.