Financial Services Client Solutions Specialist (Hybrid)

Placements24; Pretoria; Hybrid; ZAR 260.000 - 500.000; Vollzeit

Benefits dieser Stelle

Competitive salary package

Comprehensive medical insurance

Retirement annuity

Professional development opportunities

Industry certifications

Hybrid work model

Collaborative Pretoria office

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Customer service excellence

Strong communication

Analytical thinking

Regulatory awareness

CRM proficiency

multitasking

Financial product knowledge

Ausbildung

Bachelor's degree in Finance/Economics/Business Admin

Tools

CRM software

Financial software

Jobbeschreibung

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.