Customer Solutions Associate

Placements24; Pretoria; Hybrid; ZAR 260,000 - 500,000; Full time

Benefits offered by this job

Competitive salary package

Comprehensive medical insurance

Retirement annuity

Professional development opportunities

Industry certifications

Hybrid work model

Collaborative Pretoria office

Job summary

Placements24 in Pretoria, Gauteng, seeks a Customer Solutions Associate for a hybrid role that blends in-office collaboration with remote flexibility. You will handle a high volume of client inquiries, deliver tailored financial guidance, and ensure a seamless service experience for clients in the financial services sector.

The role requires a minimum of 3 years in customer service, strong communication and regulatory knowledge, and familiarity with CRM and financial software.

Qualifications

• Minimum 3 years in customer service, preferably in financial services.
• Solid understanding of financial products and regulatory compliance.
• Exceptional communication, interpersonal and negotiation skills.
• Proven ability to manage multiple tasks in a fast-paced environment.
• Proficiency with financial software and CRM systems.
• Strong analytical and problem-solving capabilities.

Responsibilities

• Manage and resolve a high volume of client inquiries regarding financial products and services.
• Provide expert advice and solutions to clients, ensuring adherence to regulatory guidelines.
• Investigate and troubleshoot client account issues, recommending appropriate actions.
• Process client requests accurately, including account updates, transfers, and service changes.
• Develop and maintain strong client relationships, fostering trust and satisfaction.
• Collaborate with internal teams to ensure efficient resolution of client concerns.
• Educate clients on product features, benefits, and service offerings.
• Document all client interactions and resolutions in the CRM system meticulously.
• Identify opportunities to enhance the client experience and suggest process improvements.
• Stay updated on financial market trends and regulatory changes relevant to client services.

Skills

Customer service excellence

Strong communication

Analytical thinking

Regulatory awareness

CRM proficiency

multitasking

Financial product knowledge

Education

Bachelor's degree in Finance/Economics/Business Admin

Tools

CRM software

Financial software

Job description

About the Role

Our client, a respected financial services institution, is looking for a detail-oriented Customer Solutions Associate to join their team in Pretoria, Gauteng . This hybrid role offers a dynamic blend of in-office collaboration and remote flexibility, allowing you to contribute effectively to client satisfaction. You will be instrumental in addressing complex client queries, providing tailored financial guidance, and ensuring a seamless service experience. This position is vital for maintaining our high standards of client support within the Pretoria area. We seek individuals passionate about customer success and driven by a commitment to excellence.

Key Responsibilities

• Manage and resolve a high volume of client inquiries regarding financial products and services.
• Provide expert advice and solutions to clients, ensuring adherence to regulatory guidelines.
• Investigate and troubleshoot client account issues, recommending appropriate actions.
• Process client requests accurately, including account updates, transfers, and service changes.
• Develop and maintain strong client relationships, fostering trust and satisfaction.
• Collaborate with internal teams to ensure efficient resolution of client concerns.
• Educate clients on product features, benefits, and service offerings.
• Document all client interactions and resolutions in the CRM system meticulously.
• Identify opportunities to enhance the client experience and suggest process improvements.
• Stay updated on financial market trends and regulatory changes relevant to client services.

Requirements

• A minimum of 3 years of experience in customer service, preferably within the financial services sector.
• Solid understanding of financial products, services, and regulatory compliance.
• Exceptional communication, interpersonal, and negotiation skills.
• Proven ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
• Proficiency with financial software and CRM systems.
• Strong analytical and problem-solving capabilities.
• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Must be able to commute to our Pretoria, Gauteng office for hybrid work requirements.
• A professional and client-focused demeanor.
• Relevant certifications (e.g., FAIS) are highly advantageous.

Benefits

• This role offers a competitive salary package commensurate with experience.
• comprehensive medical insurance
• a retirement annuity
• opportunities for professional development
• industry certifications
• The hybrid work model supports a healthy work-life balance
• the Pretoria office environment is collaborative and supportive
• Join a reputable organization that values its employees and invests in their growth and well-being.