Customer Support Analyst - Financial Services

Placements24; Centurion; On-site; ZAR 360,000 - 520,000; Full time

Benefits offered by this job

On-site amenities

Generous annual leave

Comprehensive medical benefits

Retirement benefits

Certifications & continued learning

Career growth opportunities

Wellness program

Job summary

Placements24 is seeking a meticulous Customer Support Analyst to join our Centurion, Gauteng office. You will provide expert support on financial products, address complex inquiries, and ensure regulatory compliance while protecting client information.

This role requires a professional with strong analytical and communication skills, dedicated to delivering superior client experiences. The successful candidate will handle inquiries across investments, loans, and banking services, resolve issues

Qualifications

• 4+ years of experience in customer support within the financial services industry.
• Solid knowledge of financial products, services, and applicable regulations.
• Excellent communication, interpersonal, and problem-solving skills.
• Proven ability to handle sensitive client information with discretion and professionalism.

Responsibilities

• Provide expert support to clients on a range of financial products, including investments, loans, and banking services.
• Investigate and resolve complex customer queries and complaints, ensuring timely and satisfactory resolution.
• Process account-related transactions and requests accurately and efficiently.
• Ensure all customer interactions and transactions comply with relevant financial regulations and company policies.
• Identify trends in customer issues and provide feedback to relevant departments for process improvement.
• Assist clients with navigating online banking platforms and mobile applications.
• Conduct client reviews and provide personalized financial guidance where appropriate.
• Maintain up-to-date knowledge of financial markets, products, and regulatory changes.
• Collaborate with internal teams, including compliance and operations, to address client needs.

Skills

Customer service

Analytical thinking

Communication skills

Discretion

Regulatory knowledge

Education

Bachelor's degree in Finance/Economics/related field

Tools

CRM systems

Transaction processing platforms

Job description

About the Role

Our client, a reputable firm within the financial services sector, is seeking a detail-oriented and customer-focused Customer Support Analyst to join their operations in Centurion, Gauteng. This role is crucial for providing high-level support to clients regarding our financial products and services. You will be responsible for addressing complex inquiries, resolving account-specific issues, and ensuring regulatory compliance in all interactions. The ideal candidate possesses a strong understanding of financial markets, exceptional analytical skills, and a commitment to delivering a superior customer experience. This is a fantastic opportunity to advance your career in a stable and growing industry, contributing directly to client satisfaction and retention. We are looking for a professional who is adept at handling sensitive information and maintaining confidentiality. This position requires a dedicated presence at our Centurion office.

Key Responsibilities

• Provide expert support to clients on a range of financial products, including investments, loans, and banking services.
• Investigate and resolve complex customer queries and complaints, ensuring timely and satisfactory resolution.
• Process account-related transactions and requests accurately and efficiently.
• Ensure all customer interactions and transactions comply with relevant financial regulations and company policies.
• Identify trends in customer issues and provide feedback to relevant departments for process improvement.
• Assist clients with navigating online banking platforms and mobile applications.
• Conduct client reviews and provide personalized financial guidance where appropriate.
• Maintain up-to-date knowledge of financial markets, products, and regulatory changes.
• Collaborate with internal teams, including compliance and operations, to address client needs.

Requirements

• A minimum of 4 years of experience in customer support, specifically within the financial services industry.
• Demonstrable knowledge of financial products, services, and regulatory requirements.
• Excellent communication, interpersonal, and problem-solving skills.
• Proven ability to handle sensitive client information with discretion and professionalism.
• Experience with financial CRM systems and transaction processing platforms.
• Strong analytical skills and attention to detail.
• A relevant degree or professional qualification in Finance, Economics, or a related field is highly preferred.
• Ability to work effectively under pressure and manage multiple priorities.
• Must be comfortable working full-time in our Centurion, Gauteng office.
• High level of integrity and ethical conduct.

Benefits

• Attractive annual salary.
• Comprehensive medical and retirement benefits.
• Opportunities for professional certifications and continued learning.
• Supportive team environment with opportunities for career growth.
• Access to employee wellness programs.
• Generous annual leave.
• Performance incentives.
• On-site amenities.