Hybrid Finance Customer Support Specialist

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

Benefits offered by this job

Medical aid contributions

Group life insurance

Retirement savings plan

Hybrid work flexibility

Performance-based incentives

Industry training opportunities

Job summary

Placements24 is seeking a Customer Support Representative in Stellenbosch, Western Cape, for a hybrid role within a well-established financial services institution. You will be the first point of contact for clients, handling inquiries, guiding them through products, and resolving issues with care and accuracy.

The role requires strong communication, empathy, and problem-solving abilities, with proficiency in CRM software and standard office tools.

Qualifications

• Experience in customer service, preferably within financial services.
• Excellent communication and interpersonal skills.
• Experience with CRM systems and accurate data entry.
• Ability to work in a hybrid model and stay reliable.

Responsibilities

• Respond to customer inquiries via phone, email, and chat regarding financial products and services.
• Provide accurate information, guidance, and support to customers.
• Process customer requests, applications, and transactions efficiently.
• Investigate and resolve customer complaints and issues in a timely manner.
• Ensure all customer interactions are documented accurately in the CRM system.
• Adhere to company policies, procedures, and regulatory requirements.
• Identify opportunities to cross-sell or upsell relevant products and services.
• Collaborate with internal departments to resolve complex customer issues.

Skills

Customer service

Communication

Active listening

Problem solving

Tools

CRM software

Office applications

Job description

Placements24 is seeking a Customer Support Representative in Stellenbosch, Western Cape, for a hybrid role within a well-established financial services institution. You will be the first point of contact for clients, handling inquiries, guiding them through products, and resolving issues with care and accuracy.

The role requires strong communication, empathy, and problem-solving abilities, with proficiency in CRM software and standard office tools.