Client Support Representative - Financial Services

Placements24; Paarl; Híbrido; ZAR 260 000 - 380 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work flexibility

Comprehensive medical aid

Life insurance

Retirement benefits

Professional development opportunities

Paid annual leave

Employee assistance programs

Bonuses and incentives

Resumo da oferta

Placements24 in Paarl, Western Cape, seeks a professional Client Support Representative to deliver high-quality service to clients across accounts, investments, loans, and insurance products. The role blends in-office collaboration with focused remote work within a hybrid framework.

You will respond to inquiries, assist with account openings and maintenance, and guide clients through financial options while ensuring regulatory compliance and accurate CRM records.

Qualificações

• Proven experience in customer service, preferably within the financial services sector.
• Solid understanding of financial products, services, and regulations.
• Excellent communication, active listening, and interpersonal skills.
• Proficiency in financial software, CRM systems, and Microsoft Office Suite.
• Strong analytical and problem-solving abilities.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Must be comfortable with a Hybrid work model, based in or near Paarl, Western Cape.

Responsabilidades

• Respond to client inquiries regarding accounts, transactions, and financial products via phone, email, and secure messaging.
• Assist clients with account opening, maintenance, and closing procedures.
• Provide information on investment options, loan products, and other financial services.
• Troubleshoot and resolve client issues related to banking, investments, or insurance.
• Process client requests such as fund transfers, payments, and statement requests.
• Ensure compliance with all regulatory requirements and internal policies.
• Maintain accurate and up-to-date client records in the CRM system.
• Build strong relationships with clients, understanding their financial goals and needs.
• Escalate complex issues to senior financial advisors or relevant departments.

Conhecimentos

Customer service experience

Communication skills

Financial product knowledge

Problem-solving

Discretion and confidentiality

Ferramentas

CRM systems

Microsoft Office

Descrição da oferta de emprego

About the Role

Our client, a reputable firm in the financial services industry, is seeking a highly professional and detail-oriented Client Support Representative to join their esteemed team. This role is based in the scenic town of Paarl, Western Cape , and plays a crucial part in providing exemplary service to their valued clientele. The ideal candidate will possess a strong understanding of financial products and services, coupled with exceptional communication and problem-solving skills. This position offers a Hybrid work arrangement, allowing for flexibility and a balance between office collaboration in Paarl, Western Cape and focused remote work. This is an outstanding opportunity to contribute to a well-established financial institution and enhance client satisfaction and retention.

Key Responsibilities

• Respond to client inquiries regarding accounts, transactions, and financial products via phone, email, and secure messaging.
• Assist clients with account opening, maintenance, and closing procedures.
• Provide information on investment options, loan products, and other financial services.
• Troubleshoot and resolve client issues related to banking, investments, or insurance.
• Process client requests such as fund transfers, payments, and statement requests.
• Ensure compliance with all regulatory requirements and internal policies.
• Maintain accurate and up-to-date client records in the CRM system.
• Build strong relationships with clients, understanding their financial goals and needs.
• Escalate complex issues to senior financial advisors or relevant departments.

Requirements

• Proven experience in customer service, preferably within the financial services sector.
• Solid understanding of financial products, services, and regulations.
• Excellent communication, active listening, and interpersonal skills.
• Proficiency in financial software, CRM systems, and Microsoft Office Suite.
• Strong analytical and problem-solving abilities.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Must be comfortable with a Hybrid work model, based in or near Paarl, Western Cape .
• Attention to detail and a commitment to accuracy.
• Relevant certifications (e.g., FAIS RE 1/5) are highly advantageous.

Benefits

• A competitive annual salary of R .
• Hybrid work flexibility to support work-life balance.
• Comprehensive medical aid, life insurance, and retirement benefits.
• Opportunities for professional development, licensing, and career advancement in finance.
• A secure and stable work environment.
• Generous paid annual leave and public holidays.
• Employee assistance programs and wellness initiatives.
• Performance-based bonuses and incentives.