Customer Operations Representative

Placements24; Vereeniging; Hybrid; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Hybrid work arrangement

Medical aid and retirement fund

Generous annual leave

Wellness programs

Job summary

Placements24 in Vereeniging, Gauteng, seeks a Customer Operations Representative to handle customer applications, transactions, and accounts. The role emphasizes accuracy, regulatory compliance, and collaboration with internal teams in a hybrid work setting.

Applicants should have a high school diploma, experience in financial services, and strong data entry skills. Excellent communication and multitasking abilities are essential for success in this client-focused role.

Qualifications

• High school diploma or equivalent; finance/business degree advantageous.
• Experience in customer service, operations or admin in financial services.
• Strong understanding of financial processes and regulations.
• Excellent data entry with high accuracy.

Responsibilities

• Process customer applications, transactions, and account maintenance requests accurately.
• Respond to inquiries about account status, transactions, and procedures via phone/email.
• Investigate and resolve discrepancies and operational issues promptly.
• Ensure compliance with company policies and regulatory requirements.
• Liaise with internal departments to resolve complex customer issues.
• Maintain accurate records of interactions and transactions in CRM.

Skills

Data entry

CRM software

Microsoft Office

Customer service

Education

High school diploma

Finance/Business degree advantageous

Tools

CRM software

Banking software

Job description

About the Role

Our client, a prominent player in the financial services sector, is seeking a diligent and customer-focused Customer Operations Representative to join their team in Vereeniging, Gauteng . This role is essential for ensuring the smooth and efficient processing of customer accounts and transactions, maintaining the highest standards of accuracy and service. You will be responsible for managing customer requests, resolving operational issues, and ensuring compliance with all relevant regulations. This is an excellent opportunity for an individual with a keen eye for detail and a strong understanding of financial operations to contribute to a respected organization. The position operates on a hybrid model, combining the benefits of remote flexibility with essential in-office collaboration. We are looking for candidates who are proactive, possess excellent organizational skills, and are committed to delivering exceptional service to clients. Join a company that values integrity, efficiency, and professional growth within the financial industry. Your role will be critical in maintaining client trust and operational excellence in Vereeniging .

Key Responsibilities

• Process customer applications, transactions, and account maintenance requests accurately and efficiently.
• Respond to customer inquiries regarding account status, transaction details, and operational procedures via phone and email.
• Investigate and resolve discrepancies and operational issues in a timely and professional manner.
• Ensure all activities comply with company policies, procedures, and regulatory requirements.
• Liaise with internal departments to facilitate the resolution of complex customer or operational matters.
• Maintain accurate and up-to-date records of customer interactions and transactions in the CRM system.
• Identify opportunities for process improvements to enhance efficiency and customer experience.
• Assist with customer onboarding and provide guidance on relevant services and products.
• Uphold the company's commitment to exceptional customer service and operational integrity.

Requirements

• High school diploma or equivalent; a tertiary qualification in Finance, Business, or a related field is advantageous.
• Proven experience in a customer service, operations, or administrative role, preferably within financial services.
• Strong understanding of financial processes and regulations.
• Excellent data entry skills with a high degree of accuracy and attention to detail.
• Proficiency in Microsoft Office Suite and experience with CRM or banking software.
• Strong communication and interpersonal skills.
• Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
• A proactive and problem-solving approach to work.
• Willingness to work in a hybrid model from our Vereeniging, Gauteng office.

Benefits

• Competitive annual salary of R.
• Hybrid work arrangement offering flexibility.
• Comprehensive medical aid and retirement fund contributions.
• Opportunities for professional development and advancement within the financial sector.
• A supportive and professional work environment.
• Generous annual leave allowance.
• Exposure to diverse financial operations.
• Employee wellness programs.