Client Support Specialist - Sandton

Placements24; Sandton; Hybrid; ZAR 320,000 - 520,000; Full time

Benefits offered by this job

Medical aid

Retirement fund

Professional development opportunities

Hybrid work model

Sandton location

Job summary

Placements24 is seeking a professional Client Support Specialist for their Sandton, Gauteng office. You will manage client relationships, provide expert support to high-net-worth individuals, and ensure a seamless client experience in the financial advisory context.

The role requires strong communication, knowledge of financial products, and discretion, with a hybrid work model and opportunities for professional development.

Qualifications

• 2–3 years of experience in client support within financial services.
• Strong knowledge of financial products, investment principles and market dynamics.
• Excellent communication, interpersonal and presentation skills.
• Proficiency in financial software and CRM systems.
• High level of professionalism, discretion and ethical conduct.

Responsibilities

• Serve as the primary contact for clients, addressing inquiries and providing high-level support.
• Assist clients with account management, investment queries, and financial planning inquiries.
• Process client requests, applications and documentation accurately and efficiently.
• Maintain up-to-date client records and ensure data confidentiality.
• Coordinate client meetings and prepare relevant documentation.
• Liaise with financial advisors and internal teams to meet client needs.
• Troubleshoot and resolve client issues promptly.
• Provide information on market trends and investment products as needed.
• Ensure compliance with regulatory requirements and company policies.
• Contribute to enhancing the client experience and satisfaction.

Skills

Communication skills

Interpersonal skills

Presentation skills

Discretion

Organizational skills

Education

Bachelor's degree in Finance or Economics

NQF Level 4/5 in Wealth Management

Tools

CRM systems

Financial software

Job description

About the Role

Our client, a leading financial advisory firm, is seeking a professional and articulate Client Support Specialist to join their prestigious team in Sandton, Gauteng. This role is pivotal in managing client relationships, providing expert support, and ensuring a seamless experience for high-net-worth individuals. The ideal candidate will possess a sophisticated understanding of financial services, exceptional communication skills, and a meticulous attention to detail. Working from our client's modern Sandton office, you will be part of a results-driven environment focused on excellence. This is a unique opportunity for an ambitious individual to advance their career in the financial sector, working with a reputable firm. Your expertise will be key to maintaining our client's reputation for superior service in the Sandton financial hub.

Key Responsibilities

• Serve as the primary contact for clients, addressing inquiries and providing high-level support.
• Assist clients with account management, investment queries, and financial planning inquiries.
• Process client requests, applications, and documentation accurately and efficiently.
• Maintain up-to-date client records and ensure data confidentiality.
• Coordinate client meetings and prepare relevant documentation.
• Liaise with financial advisors and other internal teams to ensure client needs are met.
• Troubleshoot and resolve client issues in a timely and professional manner.
• Provide information on market trends and investment products as needed.
• Ensure compliance with all regulatory requirements and company policies.
• Contribute to enhancing the overall client experience and satisfaction.

Requirements

• Minimum of 2-3 years of experience in client support within the financial services industry.
• Strong knowledge of financial products, investment principles, and market dynamics.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in financial software and CRM systems.
• High level of professionalism, discretion, and ethical conduct.
• Ability to manage multiple client portfolios and prioritize effectively in a hybrid setting.
• Detail-oriented with exceptional organizational skills.
• Relevant certifications (e.g., NQF Level 4/5 in Wealth Management) are highly advantageous.
• Bachelor's degree in Finance, Economics, or a related field is preferred.
• Ability to work effectively both independently and as part of a team in Sandton.

Benefits

• Our client offers an attractive salary, performance-based incentives, and a comprehensive benefits package including medical aid, retirement fund, and professional development opportunities.
• The hybrid work model allows for flexibility while maintaining strong team collaboration.
• Employees benefit from working in a dynamic and growth-oriented financial environment.
• The Sandton location is a prime business district offering excellent accessibility.