Customer Experience Advocate

Placements24; Pretoria; On-site; ZAR 300,000 - 420,000; Full time

Benefits offered by this job

Competitive salary

Health and wellness benefits

Bonuses based on performance

Career development opportunities

Pension fund contributions

Structured office environment

Team lunches and social events

Paid leave

On-site parking

Job summary

Placements24 in Pretoria, Gauteng, is seeking a Customer Experience Advocate to ensure an exemplary client journey within a financial services environment. This office-based role emphasizes proactive support, cross-department collaboration, and a professional client-facing demeanor.

You will handle inquiries, educate clients on services, process requests, and contribute to service improvements while maintaining high standards of client care.

Qualifications

• Experience in customer service within the financial sector.
• Excellent communication and interpersonal skills.
• Based in or able to commute to Pretoria, Gauteng.
• High school diploma required; a degree in Business or Finance is advantageous.

Responsibilities

• Serve as the primary contact for client inquiries and concerns.
• Manage client relationships and foster loyalty.
• Resolve client issues promptly and escalate when needed.
• Educate clients on available services and products.
• Conduct client needs assessments and provide tailored solutions.
• Process client requests and maintain accurate records.
• Collaborate with sales, operations, and compliance for seamless service.
• Gather client feedback and contribute to service improvements.
• Maintain professionalism and discretion at all times.
• Assist in onboarding new clients and provide ongoing support.

Skills

Client relations

Communication

CRM software

MS Office

Attention to detail

Education

Bachelor's degree in Business/Finance

Job description

About the Role Our client, a prestigious financial services firm, is seeking an enthusiastic Customer Experience Advocate to join their team in **Pretoria, Gauteng**. This is an office-based role, offering a stable and collaborative work environment where you can directly interact with colleagues and clients. You will be responsible for ensuring an exceptional customer journey, addressing client needs proactively, and resolving any issues that may arise. This position is crucial in maintaining and enhancing the firm's reputation for outstanding client service. The ideal candidate will possess excellent interpersonal skills, a keen eye for detail, and a commitment to delivering high-quality support. You will work closely with various departments to streamline customer interactions and provide valuable feedback for service improvement. This role demands a professional demeanor and a dedication to upholding the highest standards of client care within the financial sector.

Key Responsibilities

• Serve as the primary point of contact for client inquiries and concerns.
• Manage client relationships, ensuring satisfaction and fostering loyalty.
• Resolve customer issues promptly and effectively, escalating when necessary.
• Educate clients on available services and products.
• Conduct client needs assessments and provide tailored solutions.
• Process client requests and ensure accurate record-keeping.
• Collaborate with internal teams (sales, operations, compliance) to ensure seamless service delivery.
• Gather client feedback and contribute to service improvement initiatives.
• Maintain a professional and courteous demeanor at all times.
• Assist in onboarding new clients and providing ongoing support.

Requirements

• Proven experience in customer service, client relations, or a similar role, preferably within the financial industry.
• Excellent communication, interpersonal, and negotiation skills.
• Strong problem-solving abilities and a customer-centric approach.
• Proficiency in MS Office Suite and CRM software.
• Ability to work effectively in a fast-paced office environment.
• High level of professionalism and discretion.
• Attention to detail and strong organizational skills.
• Must be based in or able to commute to **Pretoria, Gauteng**.
• High school diploma required; a degree in Business, Finance, or a related field is advantageous.
• Ability to work collaboratively within a team structure.

Benefits

• Competitive annual salary.
• Comprehensive health and wellness benefits.
• Performance-based bonuses.
• Opportunities for professional development and career progression.
• Pension fund contributions.
• A structured and supportive office environment.
• Regular team lunches and social events.
• Paid leave.
• Exposure to the dynamic financial services industry.
• On-site parking or easy access to public transport.