Hybrid Customer Operations Specialist - Finance

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

Benefits offered by this job

Hybrid work arrangement

Medical aid and retirement fund

Generous annual leave

Wellness programs

Job summary

Placements24 in Vereeniging, Gauteng, seeks a Customer Operations Representative to handle customer applications, transactions, and accounts. The role emphasizes accuracy, regulatory compliance, and collaboration with internal teams in a hybrid work setting.

Applicants should have a high school diploma, experience in financial services, and strong data entry skills. Excellent communication and multitasking abilities are essential for success in this client-focused role.

Qualifications

• High school diploma or equivalent; finance/business degree advantageous.
• Experience in customer service, operations or admin in financial services.
• Strong understanding of financial processes and regulations.
• Excellent data entry with high accuracy.

Responsibilities

• Process customer applications, transactions, and account maintenance requests accurately.
• Respond to inquiries about account status, transactions, and procedures via phone/email.
• Investigate and resolve discrepancies and operational issues promptly.
• Ensure compliance with company policies and regulatory requirements.
• Liaise with internal departments to resolve complex customer issues.
• Maintain accurate records of interactions and transactions in CRM.

Skills

Data entry

CRM software

Microsoft Office

Customer service

Education

High school diploma

Finance/Business degree advantageous

Tools

CRM software

Banking software

Job description

Placements24 in Vereeniging, Gauteng, seeks a Customer Operations Representative to handle customer applications, transactions, and accounts. The role emphasizes accuracy, regulatory compliance, and collaboration with internal teams in a hybrid work setting.

Applicants should have a high school diploma, experience in financial services, and strong data entry skills. Excellent communication and multitasking abilities are essential for success in this client-focused role.