Customer Solutions Advisor

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

Benefits offered by this job

Competitive salary

Hybrid work model

Professional development

Medical aid

Retirement annuity

Annual leave

Wellness programs

Modern Pretoria office

Job summary

Placements24 in Pretoria is seeking a Customer Solutions Advisor to deliver tailored financial technology solutions and ensure outstanding customer satisfaction in a hybrid work setup. The role requires strong communication, problem-solving, and CRM expertise to guide clients through services, manage accounts, and collaborate with internal teams for seamless support.

You will act as a key point of contact, understanding customer needs, resolving inquiries efficiently, and staying current with

Qualifications

• Experience in customer service or advisory role, preferably in financial services.
• Strong communication and listening skills; able to analyze customer needs.
• Familiarity with CRM systems and service platforms.

Responsibilities

• Engage with customers to identify needs and provide appropriate solutions.
• Offer expert advice on financial technology products and services.
• Handle inquiries, complaints, and feedback professionally and timely.
• Assist customers with account management, transaction queries, and technical issues.
• Collaborate with internal teams to ensure seamless customer experience and issue resolution.
• Maintain accurate customer records and document interactions.
• Proactively follow up with customers to ensure satisfaction and identify additional needs.
• Stay updated on product knowledge and industry trends to provide informed advice.

Skills

Communication

Problem-solving

Interpersonal skills

Financial product knowledge

CRM usage

Hybrid work adaptability

Tools

CRM software

Customer service platforms

Job description

About the Role

Our client, a leader in financial services technology, is seeking a proactive and customer-focused Customer Solutions Advisor to join their team in Pretoria, Gauteng . This hybrid role offers the flexibility to work both remotely and from their modern office premises. The Advisor will be responsible for understanding customer needs, providing tailored solutions, and ensuring a high level of customer satisfaction. You will act as a key point of contact, guiding clients through various service offerings and resolving inquiries efficiently. This position is ideal for individuals who are adept at communication, possess strong problem-solving skills, and are passionate about delivering excellent customer experiences. We are looking for a motivated individual eager to contribute to a supportive and innovative work environment.

Key Responsibilities

• Engage with customers to identify their needs and provide appropriate solutions.
• Offer expert advice on financial technology products and services.
• Handle customer inquiries, complaints, and feedback in a professional and timely manner.
• Assist customers with account management, transaction queries, and technical issues.
• Collaborate with internal teams to ensure seamless customer experience and issue resolution.
• Maintain accurate customer records and document all interactions.
• Proactively follow up with customers to ensure satisfaction and identify additional needs.
• Stay updated on product knowledge and industry trends to provide informed advice.

Requirements

• Previous experience in a customer service, advisory, or client relationship role, preferably within financial services.
• Excellent communication, listening, and interpersonal skills.
• Strong understanding of financial products and services is a plus.
• Ability to analyze customer needs and propose effective solutions.
• Proficiency in using CRM software and customer service platforms.
• Comfortable working in a hybrid environment, balancing remote and office-based tasks.
• Problem-solving aptitude and attention to detail.
• Reside in or be able to commute to Pretoria, Gauteng .

Benefits

Our client provides a rewarding work environment and a comprehensive benefits package:

• Competitive annual salary of .
• Hybrid work model offering a balance of remote and in-office work.
• Opportunities for professional development and specialized training.
• Medical aid benefits.
• Retirement annuity contributions.
• Generous annual leave allowance.
• Access to wellness programs.
• Collaborative team culture and modern office facilities in Pretoria .