Customer Support Representative

Placements24; Stellenbosch; Hybrid; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

Hybrid work model

Career progression

Paid leave

Office in Stellenbosch

Wellness programs

Job summary

Placements24 in Stellenbosch, Western Cape, is seeking a Customer Support Representative for a leading financial services firm. You will be the main contact for clients, addressing inquiries, resolving issues, and guiding customers through financial products and services in a hybrid work setup.

You will collaborate with teams, maintain CRM records, and adhere to regulatory requirements while seeking opportunities to offer additional services. A Grade 12 is required; tertiary study is a plus.

Qualifications

• Excellent communication and interpersonal skills are essential.
• Strong listening and problem-solving abilities are required.
• Proficiency with CRM systems and Microsoft Office is expected.

Responsibilities

• Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
• Provide information about financial products, services, and account details.
• Assist customers with account management, transactions, and issue resolution.
• Process requests such as opening/closing accounts and updating information.
• Maintain accurate CRM records of interactions and transactions.
• Adhere to company policies and regulatory requirements.
• Identify opportunities to offer additional services or solutions.
• Participate in ongoing training on financial products and service best practices.

Skills

Communication

Interpersonal skills

Active listening

Problem solving

Reliability

Teamwork

Education

Grade 12 or equivalent

Tools

CRM software

Microsoft Office

Job description

About the Role

Our client, a reputable financial services firm, is seeking a dedicated Customer Support Representative to join their team in Stellenbosch, Western Cape . This role is crucial for providing excellent service and support to clients, addressing inquiries, and resolving issues related to financial products and services. You will act as a primary point of contact, ensuring client satisfaction and fostering strong relationships. This position offers a hybrid work model, allowing for a balance between in-office collaboration and remote work flexibility. We are committed to providing a supportive work environment where employees can grow their careers. This is an ideal opportunity for individuals passionate about customer service and the financial sector, looking to contribute to a well-established organization in the scenic town of Stellenbosch . Your role will be vital in maintaining our client's reputation for outstanding service delivery.

Key Responsibilities

• Respond to customer inquiries via phone, email, and chat in a timely and professional manner.
• Provide information about financial products, services, and account details.
• Assist customers with account management, transaction inquiries, and problem resolution.
• Process customer requests, such as opening/closing accounts, updating information, and processing transactions.
• Identify and elevate complex issues to the appropriate departments or supervisors.
• Maintain accurate records of customer interactions and transactions in the CRM system.
• Adhere to all company policies, procedures, and regulatory requirements.
• Proactively identify opportunities to offer additional services or solutions to meet customer needs.
• Participate in ongoing training to stay updated on financial products and customer service best practices.
• Contribute to a positive team environment and support colleagues.

Requirements

• Previous experience in customer service, preferably within the financial services industry.
• Excellent communication and interpersonal skills, with a friendly and professional demeanor.
• Strong active listening and problem-solving abilities.
• Proficiency in using computer systems, including CRM software and Microsoft Office Suite.
• Ability to work effectively in a hybrid work environment, demonstrating reliability and self-discipline.
• Detail-oriented with strong organizational skills.
• Willingness to learn about financial products and services.
• Ability to handle sensitive customer information with confidentiality and integrity.
• Must be based in or able to commute to Stellenbosch .
• A Grade 12 certificate or equivalent; tertiary education in a relevant field is an advantage.

Benefits

• Competitive salary and potential for performance bonuses.
• Comprehensive medical and retirement benefits.
• Hybrid work model offering flexibility.
• Opportunities for professional development and career progression.
• A positive and supportive work culture.
• Paid leave and public holidays.
• Access to a modern office in Stellenbosch .
• Team building events and company social functions.
• Employee wellness programs.
• Training on financial products and industry regulations.