Digital-Savvy Client Service Specialist

Momentum Metropolitan Holdings Limited; Centurion; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial service provider in Centurion seeks a Service Specialist to enhance client loyalty through exceptional service. The ideal candidate will have 2-3 years of experience in the Investment and Insurance sectors, possess excellent customer service skills, and thrive in a fast-paced environment. Responsibilities include processing client instructions and fostering strong relationships. This role offers a dynamic work environment focused on compliance and quality standards.

Qualifications

• Minimum of 2 to 3 years relevant experience in the Investment, Insurance, and Financial Services industry.
• Experience in building strong client relationships in an investment service environment is advantageous.
• Technical proficiency and ability to troubleshoot issues.

Responsibilities

• Deliver professional customer service during every client interaction.
• Capture and process valid client instructions accurately.
• Assist and train Advisers and staff towards digital adoption.

Skills

Strong customer service skills

Problem-solving abilities

Communication skills

Attention to detail

Education

Grade 12 or equivalent with Maths and/or Accounting

Com Finance/Investments or related degree

Tools

Microsoft Office suite (Excel, Word, Outlook, Teams)

Job description

A leading financial service provider in Centurion seeks a Service Specialist to enhance client loyalty through exceptional service. The ideal candidate will have 2-3 years of experience in the Investment and Insurance sectors, possess excellent customer service skills, and thrive in a fast-paced environment. Responsibilities include processing client instructions and fostering strong relationships. This role offers a dynamic work environment focused on compliance and quality standards.