Hybrid Finance Customer Care Specialist

Placements24; Klerksdorp; Hybrid; ZAR 240,000 - 300,000; Full time

Benefits offered by this job

Competitive salary

Hybrid work model

Career progression

Work-life balance

Team collaboration

Job summary

Placements24 in Klerksdorp, North West, is seeking a detail-oriented Customer Care Specialist for a hybrid role that combines remote work with in-office collaboration. You will handle client inquiries, provide information on financial products, and assist with account openings and transactions.

The role emphasizes confidentiality, accuracy, and premier customer service. The ideal candidate is organized, professionally communicative, and capable of solving problems while maintaining data privacy

Qualifications

• Proven experience in a customer service or client support role within the financial sector.
• Excellent verbal and written communication with a professional tone.
• Strong organizational skills to manage multiple tasks.
• Experience using CRM software and standard office applications.
• Discretion with sensitive information and data privacy awareness.

Responsibilities

• Manage and respond to client inquiries via phone, email, and secure messaging platforms.
• Provide accurate information regarding financial products, services, and account status.
• Assist clients with account opening, maintenance, and transaction inquiries.
• Resolve client issues and complaints efficiently, escalating complex cases when necessary.
• Maintain detailed and confidential client records in compliance with industry regulations.
• Process client requests and ensure timely follow-up.
• Contribute to development and improvement of customer service processes.
• Build and maintain strong, long-lasting client relationships.
• Participate in team meetings and training sessions, both remotely and in-office.
• Uphold the company's commitment to excellent customer service and data privacy.

Skills

Customer service

Communication

Organizational skills

Problem solving

Tools

CRM software

Job description

Placements24 in Klerksdorp, North West, is seeking a detail-oriented Customer Care Specialist for a hybrid role that combines remote work with in-office collaboration. You will handle client inquiries, provide information on financial products, and assist with account openings and transactions.

The role emphasizes confidentiality, accuracy, and premier customer service. The ideal candidate is organized, professionally communicative, and capable of solving problems while maintaining data privacy