Client Support Specialist - Financial Services

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

Benefits offered by this job

Competitive salary

Career growth opportunities

Comprehensive training on financials

Professional work environment in Bloem

Job summary

Placements24 is seeking a Client Support Specialist in Bloemfontein to deliver exceptional support for a range of financial products and services. You will handle inquiries, guide account management, process requests, and maintain client satisfaction in a professional manner.

The role requires strong communication, attention to detail and a proactive service mindset aligned with the financial sector. Local Bloemfontein presence is essential.

Qualifications

• Experience in customer service, preferably in financial services.
• Strong knowledge of financial products and services is advantageous.
• Excellent communication, interpersonal and active listening skills.
• Detail-oriented with strong organization and time-management abilities.
• Proficient with CRM systems and handling sensitive client information.

Responsibilities

• Respond to client inquiries via phone, email, and in-person.
• Assist clients with account management and transactions.
• Process client requests accurately (opening accounts, transfers, updates).
• Provide information on products, services and policies.
• Resolve issues and escalate when needed to other departments.
• Maintain accurate client records within company systems.
• Ensure compliance with financial regulations and policies.
• Build strong client relationships through professional interactions.
• Identify opportunities to cross-sell relevant financial products.
• Continuously update knowledge of products and industry trends.

Skills

Customer service

Financial product knowledge

Communication skills

Attention to detail

Active listening

Problem solving

Education

High school diploma

NQF Level 4 or equivalent

Tools

CRM software

Job description

About the Role

Our client, a reputable financial services company operating in Bloemfontein , Free State , is seeking a dedicated Client Support Specialist. This role is vital in providing exceptional service and support to clients navigating various financial products and services. You will be responsible for addressing client inquiries, resolving issues, processing requests, and ensuring client satisfaction with our offerings. The ideal candidate possesses strong communication skills, attention to detail, and a professional demeanor, with a keen interest in the financial sector. This is an excellent opportunity to contribute to a leading financial institution in the Free State and build a solid career foundation in Bloemfontein .

Key Responsibilities

• Respond to client inquiries via phone, email, and in-person regarding financial products and services.
• Assist clients with account management, transaction inquiries, and general service-related issues.
• Process client requests accurately and efficiently, such as account opening, transfers, and updates.
• Provide information on financial products, services, and policies.
• Resolve client issues and complaints, escalating when necessary to appropriate departments.
• Maintain accurate client records and documentation within the company's systems.
• Ensure compliance with all relevant financial regulations and company policies.
• Build and maintain strong relationships with clients through professional and helpful interactions.
• Identify opportunities to cross-sell or upsell relevant financial products based on client needs.
• Continuously update knowledge of financial products, services, and industry trends.

Requirements

• Previous experience in customer service, preferably within the financial services industry.
• Strong understanding of financial products and services is a significant advantage.
• Excellent communication, interpersonal, and active listening skills.
• Detail-oriented with strong organizational and time management abilities.
• Proficiency in using CRM software and other relevant financial systems.
• Ability to handle sensitive client information with discretion and confidentiality.
• Problem-solving skills and a proactive approach to resolving client issues.
• High school diploma or equivalent; relevant certifications (e.g., NQF Level 4) are beneficial.
• Professional demeanor and a customer-centric attitude.
• Willingness to undergo background checks and comply with industry standards.

Benefits

• Competitive salary commensurate with experience and qualifications.
• Opportunities for career growth within the financial services sector.
• Comprehensive training on financial products and services.
• Work in a professional environment in Bloemfontein .
• Contribution to client success and financial well-being.
• Standard company benefits and policies.