Hybrid Finance Client Support Specialist

Placements24; Paarl; Hybrid; ZAR 260.000 - 380.000; Vollzeit

Benefits dieser Stelle

Hybrid work flexibility

Comprehensive medical aid

Life insurance

Retirement benefits

Professional development opportunities

Paid annual leave

Employee assistance programs

Bonuses and incentives

Zusammenfassung

Placements24 in Paarl, Western Cape, seeks a professional Client Support Representative to deliver high-quality service to clients across accounts, investments, loans, and insurance products. The role blends in-office collaboration with focused remote work within a hybrid framework.

You will respond to inquiries, assist with account openings and maintenance, and guide clients through financial options while ensuring regulatory compliance and accurate CRM records.

Qualifikationen

• Proven experience in customer service, preferably within the financial services sector.
• Solid understanding of financial products, services, and regulations.
• Excellent communication, active listening, and interpersonal skills.
• Proficiency in financial software, CRM systems, and Microsoft Office Suite.
• Strong analytical and problem-solving abilities.
• Ability to maintain confidentiality and handle sensitive information with discretion.
• Must be comfortable with a Hybrid work model, based in or near Paarl, Western Cape.

Aufgaben

• Respond to client inquiries regarding accounts, transactions, and financial products via phone, email, and secure messaging.
• Assist clients with account opening, maintenance, and closing procedures.
• Provide information on investment options, loan products, and other financial services.
• Troubleshoot and resolve client issues related to banking, investments, or insurance.
• Process client requests such as fund transfers, payments, and statement requests.
• Ensure compliance with all regulatory requirements and internal policies.
• Maintain accurate and up-to-date client records in the CRM system.
• Build strong relationships with clients, understanding their financial goals and needs.
• Escalate complex issues to senior financial advisors or relevant departments.

Kenntnisse

Customer service experience

Communication skills

Financial product knowledge

Problem-solving

Discretion and confidentiality

Tools

CRM systems

Microsoft Office

Jobbeschreibung

Placements24 in Paarl, Western Cape, seeks a professional Client Support Representative to deliver high-quality service to clients across accounts, investments, loans, and insurance products. The role blends in-office collaboration with focused remote work within a hybrid framework.

You will respond to inquiries, assist with account openings and maintenance, and guide clients through financial options while ensuring regulatory compliance and accurate CRM records.