Customer Service Admin Specialist (Finance)

Placements24; Mossel Bay; Híbrido; ZAR 240.000 - 360.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive annual salary

Medical and dental benefits

Retirement savings plan

Descripción de la vacante

Placements24 in Mossel Bay, Western Cape, is seeking an Administrative Officer focused on Customer Service Support to strengthen client interactions and branch operations. The role encompasses processing customer inquiries, maintaining CRM records, preparing client documents, scheduling meetings, and ensuring compliance with financial regulations.

The ideal candidate has at least four years in an administrative role within financial services, strong communication skills, proficiency in MS Office

Formación

• 4+ years in an administrative role with a strong customer-service focus in the financial sector.
• Proficiency in MS Office and CRM software is essential.
• Excellent communication and organizational skills with attention to detail.

Responsabilidades

• Provide administrative support to the customer service department and manage client records.
• Handle inquiries via phone, email, and in-person and escalate complex issues as needed.
• Maintain CRM data and prepare client-facing documents and reports.
• Coordinate meetings and schedule appointments for the client service team.
• Ensure compliance with financial regulations and company policies related to customer data.

Conocimientos

CRM software

Microsoft Office

Communication

Organization

Confidentiality

Educación

High school diploma or equivalent

Administration or customer service qualification

Herramientas

Microsoft Office Suite

CRM software

Descripción del empleo

Placements24 in Mossel Bay, Western Cape, is seeking an Administrative Officer focused on Customer Service Support to strengthen client interactions and branch operations. The role encompasses processing customer inquiries, maintaining CRM records, preparing client documents, scheduling meetings, and ensuring compliance with financial regulations.

The ideal candidate has at least four years in an administrative role within financial services, strong communication skills, proficiency in MS Office