Client Support Specialist - Financial Services (Mossel Bay)

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

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.