Financial Services Client Success Specialist

Momentum; Centurion; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Momentum is seeking a motivated professional to deliver excellent client service across multiple channels including inbound calls, emails and walk-ins. The role focuses on responding to needs and resolving queries within agreed SLAs while ensuring compliance with regulatory requirements.

Ideal candidates have 2-3 years in a call centre or client service environment, with exposure to the financial industry, and proficiency in English plus another SA official language.

Qualifications

• Matric required.
• Business related qualification (advantage)
• 2-3 years' experience in a call centre or client service environment
• Exposure to the Financial industry
• Proficient in English and another official South African language
• MS Office Suite

Responsibilities

• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders to ensure appropriate after sales services.
• Provide regular reports on service delivery against SLAs and client targets.
• Provide authoritative expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal/external stakeholders.
• Deliver on SLAs and manage client expectations.
• Make recommendations to improve client service and fair treatment.
• Participate in a culture of rewarding relationships and exceptional client service.
• Develop and maintain productive relationships with peers and stakeholders.
• Positively influence change initiatives.
• Continuously develop own professional/industry/legislation knowledge.
• Contribute to continuous innovation through sharing and implementing ideas.
• Take ownership for driving career development.

Job description

Momentum is seeking a motivated professional to deliver excellent client service across multiple channels including inbound calls, emails and walk-ins. The role focuses on responding to needs and resolving queries within agreed SLAs while ensuring compliance with regulatory requirements.

Ideal candidates have 2-3 years in a call centre or client service environment, with exposure to the financial industry, and proficiency in English plus another SA official language.