Customer Solutions Advisor

Placements24; Mossel Bay; Híbrido; ZAR 320 000 - 520 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical aid

Retirement fund contributions

Performance-based incentives

Professional development

Resumo da oferta

Placements24 is seeking a proactive Solutions Advisor for a Mossel Bay, Western Cape position with hybrid work arrangements. You will advise clients on financial products, open accounts, and manage inquiries with a strong focus on service quality.

The ideal candidate has 3+ years in customer service within financial services, excellent communication, and CRM experience. The role balances in-office collaboration with remote work flexibility and client-focused outcomes.

Qualificações

• Minimum 3 years of experience in customer service, preferably within the financial services sector.
• Solid understanding of financial products, investment principles, and banking operations.
• Excellent communication and active listening skills.
• Experience using CRM software.
• Customer-centric with a commitment to confidentiality.
• Ability to work independently and as part of a team.
• Must be located in or willing to commute to Mossel Bay with some remote work.

Responsabilidades

• Engage with clients via phone, email, and in-person meetings to understand their financial goals and requirements.
• Provide detailed information and tailored recommendations on the company's financial products and services.
• Assist clients in opening new accounts, processing applications, and resolving queries.
• Troubleshoot and resolve client concerns related to accounts, transactions, or service offerings.
• Maintain accurate client records in the CRM system, documenting interactions and outcomes.
• Stay informed about market trends, new financial products, and regulatory changes.
• Collaborate with internal teams to ensure seamless service delivery.
• Identify opportunities to enhance client relationships and offer additional value.

Conhecimentos

Customer service

Financial products

Communication

Interpersonal skills

Account management

Ferramentas

CRM software

Descrição da oferta de emprego

About the Role

Our client, a dynamic financial services institution situated in Mossel Bay, Western Cape , is seeking a proactive and customer-focused Solutions Advisor to join their team. This role is dedicated to providing expert advice and support to clients, helping them navigate their financial needs and find suitable solutions. You will be the go-to person for clients seeking guidance on products, services, and account management. The successful candidate will possess strong financial acumen, excellent communication skills, and a commitment to delivering exceptional service. This position offers a hybrid work arrangement, combining in-office collaboration with remote flexibility, allowing you to balance your professional responsibilities with personal life.

Key Responsibilities

• Engage with clients via phone, email, and in-person meetings to understand their financial goals and requirements.
• Provide detailed information and tailored recommendations on the company's range of financial products and services.
• Assist clients in opening new accounts, processing applications, and resolving any associated queries or issues.
• Troubleshoot and resolve client concerns related to their accounts, transactions, or service offerings with efficiency and empathy.
• Maintain accurate and up-to-date client records in the CRM system, documenting all interactions and outcomes.
• Stay informed about market trends, new financial products, and regulatory changes to provide the most current advice.
• Collaborate with internal teams to ensure seamless service delivery and client satisfaction.
• Proactively identify opportunities to enhance client relationships and offer additional value through relevant services.

Requirements

• A minimum of 3 years of experience in customer service, preferably within the financial services or banking sector.
• Solid understanding of financial products, investment principles, and banking operations.
• Exceptional communication, interpersonal, and active listening skills.
• Proven ability to explain complex financial information in a clear and understandable manner.
• Experience using CRM software and other relevant financial service platforms.
• A customer-centric approach with a strong commitment to ethical conduct and client confidentiality.
• Ability to work effectively both independently and as part of a collaborative team.
• Must be located in or willing to commute to Mossel Bay, Western Cape , with the flexibility for some remote work.

Benefits

• Our client offers a competitive salary, comprehensive benefits package including medical aid and retirement fund contributions, and performance-based incentives.
• This hybrid role provides a great work-life balance, combining the structure of office-based work with the flexibility of remote days.
• Opportunities for professional development, continuous training, and career advancement within a reputable financial institution are available.
• Join a team that values professionalism, integrity, and client success.