Hybrid Client Advisory Specialist – Financial Services

Placements24; Klerksdorp; Híbrido; ZAR 360.000 - 560.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Base salary with performance bonuses

Comprehensive medical benefits

Retirement benefits

Professional development opportunities

Hybrid work environment

Generous annual leave

Descripción de la vacante

Placements24 is seeking a proactive Client Support Executive in Klerksdorp, North West, operating in a hybrid model. You will manage high-value client relationships, provide expert financial product guidance, and handle transactions with accuracy and professionalism.

Strong communication, negotiation, and CRM skills are essential, as is ensuring regulatory compliance and collaboration with internal teams. The role emphasizes delivering superior client service, expanding client relationships, and

Formación

• 4+ years in client service, account management, or related role in financial services.
• Knowledge of financial products and services.
• Proven ability to build rapport and trust with clients.
• Excellent communication, negotiation, and interpersonal skills.
• Strong organizational and time management abilities.
• Proficiency in financial software and CRM systems.

Responsabilidades

• Manage and nurture relationships with a portfolio of high-value clients.
• Provide expert advice and solutions regarding financial products and services.
• Process client requests, transactions, and account maintenance accurately and efficiently.
• Address client inquiries and concerns promptly, resolving issues to their satisfaction.
• Proactively identify opportunities to deepen client relationships and offer additional value.
• Ensure compliance with all regulatory requirements and internal policies.
• Collaborate with internal teams to facilitate seamless service delivery.
• Maintain accurate and up-to-date client records and documentation.
• Contribute to team goals and support departmental initiatives.

Conocimientos

Client relationship management

Communication skills

Negotiation

Rapport building

Time management

Educación

Financial qualifications/certifications

Herramientas

CRM software

Financial software

Descripción del empleo

Placements24 is seeking a proactive Client Support Executive in Klerksdorp, North West, operating in a hybrid model. You will manage high-value client relationships, provide expert financial product guidance, and handle transactions with accuracy and professionalism.

Strong communication, negotiation, and CRM skills are essential, as is ensuring regulatory compliance and collaboration with internal teams. The role emphasizes delivering superior client service, expanding client relationships, and